by Steve Monroe | May 10, 2021 9:45 am | Opinion |
As we all know, the skilled nursing sector was battered during the pandemic, and not only by the media. But optimism is in the air, at least at Sabra Health Care REIT. Its top seven skilled nursing providers, making up 63% of its skilled nursing rental income,... Read More »
by Steve Monroe | May 7, 2021 9:37 am | Opinion |
It has been a tough go for Brookdale Senior Living for several years, really, ever since its acquisition of Emeritus in 2014. But the pandemic was almost the final nail in its coffin. Now those nails are beginning to be removed, and perhaps the... Read More »
by Steve Monroe | Apr 30, 2021 9:39 am | Opinion |
Welltower was the first REIT out of the gate with its first quarter earnings release, something the market has been waiting for to see if there are any signs that a turnaround is on the way. The answer is…sort of. First the bad news. Average first quarter... Read More »
by Steve Monroe | Apr 30, 2021 9:38 am | Acquisitions |
At the same time it released first quarter earnings results, Welltower announced a major recapitalization of HC-One, the largest UK-based seniors housing platform, where it previously had a mezzanine loan investment with one of the... Read More »
by Steve Monroe | Apr 26, 2021 10:03 am | Statistics |
Ziegler just came out with its quarterly analysis of occupancy trends for CCRC (LPCs) in conjunction with the NIC MAP data, and while census is still slipping, the sub-sector has fared better than the other components of the senior living spectrum. The data set... Read More »
