by Steve Monroe | Aug 11, 2017 7:00 am | Acquisitions
Amid rumors that a moratorium has been placed on large Chinese companies making significant purchases in the U.S. senior care market (like Zhonghong Zhuoye Group Co Ltd.’s proposed acquisition of Brookdale Senior Living), Hong Kong-based Chevalier International... Read More »
by Steve Monroe | Aug 10, 2017 5:55 pm | Developments
A 247-unit CCRC in Downers Grove, Illinois (Chicago MSA) is in line for a massive $150 million redevelopment of its campus. In the first phase breaking ground this Fall, the owner, not-for-profit Lifespace Communities, Inc., will look to add 66 assisted living units,... Read More »
by Steve Monroe | Aug 9, 2017 7:02 am | 60 Seconds, Opinion
A vacation is a horrible thing when bad news hits the market. It is a horrible thing to go on vacation when all sorts of things are happening in the market, but such was the case last week. What I missed was the roll-out of earnings and the very disappointing... Read More »
by Steve Monroe | Aug 9, 2017 7:01 am | Opinion
Why do investors, lenders and analysts focus so much on occupancy in seniors housing? Operating margin became much less important over the years compared with the absolute level of cash flow earned. This makes sense since a property’s value is derived from the cash... Read More »
by Steve Monroe | Aug 9, 2017 7:00 am | Opinion
The rehabilitation and physical therapy M&A market has so far flown under the radar, even though the apparent need will only grow. Publicly traded companies are buying up inpatient rehab facilities, and private equity firms are building physical therapy platforms... Read More »