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 »
by Steve Monroe | Feb 16, 2024 8:32 am | Opinion
Not once, not twice, but now several times Priority Life Care has been brought in by an institutional owner of underperforming senior living assets and turned them around in less than a year. The company’s track record is attracting even more institutional interest.... Read More »
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 »