by Steve Monroe | May 15, 2023 9:45 am | Opinion
When National Health Investors announced its first quarter earnings results last week, investors liked what they heard and sent the shares up by 8%, and they stayed up. The REIT has been dealing with problems at a few major tenants since the onset of the pandemic, and... Read More »
by Steve Monroe | May 11, 2023 5:39 pm | Opinion
It is nice to see that the rising tide of the post-pandemic recovery is lifting all ships, including Sonida Senior Living. As you will recall, they issued a “going concern” opinion last quarter, with cash balances declining every month and a debt load that will be... Read More »
by Steve Monroe | May 5, 2023 1:39 am | Opinion
Welltower’s seniors housing operating portfolio (SHOP) continued on its road to recovery in the first quarter of 2023, a quarter that historically has always had a difficult time. Same-community SHOP net operating income surged an impressive 23.4% year over year, as... Read More »
by Steve Monroe | May 5, 2023 1:33 am | Opinion
The good news seems to keep on coming. Omega Healthcare Investors released its first quarter 2023 results, and while the past was still problematic, the future is looking brighter. The REIT is the largest owner of skilled nursing facilities in the country, and its... Read More »
by Steve Monroe | May 2, 2023 11:46 pm | Developments
As the recovery from the pandemic seems to be slowing (or stabilizing), we have always said that the more upscale communities would have a better go of it than the more middle market ones. Location seems to be more important than age, as well. We toured a large... Read More »