by Steve Monroe | Mar 3, 2024 11:25 pm | Uncategorized
After 25 years running Atria Management Company, formerly Atria Senior Living, John Moore has stepped down as Chairman and CEO, but will remain on the Board as well as an advisor to help with a smooth transition. We know he had some health issues a few years ago, and... Read More »
by Steve Monroe | Feb 29, 2024 3:40 pm | Opinion
After all the earnings reports for the fourth quarter 2023, we think it is safe to say the industry really has moved on from the pandemic. Not that the lasting effects have disappeared, as they may be with us for the rest of the decade, but most everyone seems to be... Read More »
by Steve Monroe | Feb 22, 2024 3:40 pm | Opinion
Bucking the seasonality trend of January and first quarter blues, two of National Health Investors’ large seniors housing tenants posted increases in occupancy in January. Census at Senior Living Communities increased by 20 basis points in January to reach 83.3%.... Read More »
by Steve Monroe | Feb 21, 2024 10:53 am | Opinion
Brookdale Senior Living is like an aircraft carrier. It takes a long time to change direction, and the current may change while making the attempt. Brookdale is the largest senior living company in the world, and while that fact can have its advantages (data... Read More »
by Steve Monroe | Feb 16, 2024 1:26 pm | Opinion
There is no question that the operating environment, and investing environment, has been tough on REITs. Most have spent the past two years adjusting their portfolios, either selling properties that were not performing and had little likelihood of getting back on... Read More »