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 »
by Steve Monroe | Feb 14, 2024 8:25 am | Acquisitions
As many of you know, with the onset of the pandemic, large acquisitions were in short supply. This was because there were few sellers of large portfolios who would take a haircut on pricing, and there were few lenders who would want to fund a billion-dollar plus deal.... Read More »
by Steve Monroe | Feb 8, 2024 3:35 pm | Developments
There had been some nasty rumors in the market leading up to the release of Omega Healthcare Investors’ fourth quarter and year-end earnings release. Some people fretted that the situation had deteriorated with too many of their customers, which could force them to... Read More »