by Steve Monroe | Mar 6, 2025 8:58 pm | Opinion
Not to toot our own horn (sorry), but very recently we predicted that Brookdale Senior Living’s growing percentage of owned properties would attract activist investors yet again. That, and the continued poor performance of its share price. It has now happened,... Read More »
by Steve Monroe | Mar 3, 2025 9:04 am | Statistics
When you need reliable statistics on the senior care M&A market, there is only one place to go. LevinPro LTC. I am happy to report that we have just published the 30th Edition of our Senior Care Acquisition Report, which covers the seniors housing continuum as... Read More »
by Steve Monroe | Feb 20, 2025 3:14 pm | Opinion
Brookdale Senior Living released its fourth quarter and full-year earnings results this week, and all we can say is that the improvements, while welcomed, are slow and steady. Management has had a lot on its plate the past 18 months or so in a post-pandemic... Read More »
by Steve Monroe | Feb 13, 2025 2:56 pm | Opinion
The Big Two REITs, Welltower and Ventas, continue to outperform the overall seniors housing market, leading the way in the post-pandemic recovery as the two largest owners of seniors housing properties. Welltower reported its fourth quarter and year-end 2024... Read More »
by Steve Monroe | Feb 11, 2025 3:43 pm | 60 Seconds, Opinion
The Wall Street Journal just came out with a story about the coming seniors housing shortage. Unfortunately, it started with misinformation, when it stated that “seniors housing has been one of the biggest disappointments for commercial real estate investors.” In some... Read More »