by Steve Monroe | Feb 16, 2024 8:30 am | Opinion
After Welltower’s solid fourth quarter performance, all eyes were on Ventas, which has not pursued the aggressive growth path that Welltower has. Operating metrics were up in its SHOP portfolio of seniors housing communities, but not up as much as investors would have... Read More »
by Steve Monroe | Feb 14, 2024 8:25 am | Acquisitions
As many of you know, with the onset of the pandemic, large acquisitions were in short supply. This was because there were few sellers of large portfolios who would take a haircut on pricing, and there were few lenders who would want to fund a billion-dollar plus deal.... Read More »
by Steve Monroe | Feb 8, 2024 3:35 pm | Developments
There had been some nasty rumors in the market leading up to the release of Omega Healthcare Investors’ fourth quarter and year-end earnings release. Some people fretted that the situation had deteriorated with too many of their customers, which could force them to... Read More »
by Steve Monroe | Feb 6, 2024 4:24 pm | Developments, Opinion
Don’t you love it when a plan finally comes together? Sonida Senior Living has been working diligently to streamline its capital structure, not to mention improving its census and margins. Yesterday they announced two major developments which should set the stage for... Read More »
by Steve Monroe | Feb 2, 2024 3:51 pm | Developments
It is all about culture, and handing down responsibility, accountability, and providing financial incentives that makes The Ensign Group tick, and rock every quarter. It is also something some seniors housing providers can learn from. Some companies are doing it, but... Read More »