by Steve Monroe | Mar 24, 2023 8:58 am | Opinion
I was saddened to learn that my friend George Chapman has just passed away. I had known George since the 1980s when he was working under Bruce Thompson, the co-founder and CEO of Health Care REIT (now Welltower). We started with a very friendly relationship when Bruce... Read More »
by Steve Monroe | Mar 1, 2023 10:01 am | Statistics
LTC Properties announced that Brookdale Senior Living finally decided not to renew leases on 35 assisted living communities with 1,471 units in eight states. Most, if not all, of these properties came to Brookdale as part of its 2005 acquisition of Alterra Healthcare... Read More »
by Steve Monroe | Feb 27, 2023 9:07 am | Statistics
Sabra Health Care REIT is still working through some portfolio issues, like every other REIT, and it will take until at least next year to wind through them. But from an occupancy perspective, at least with its largest segments, things are looking up. And the... Read More »
by Steve Monroe | Feb 24, 2023 9:56 am | Acquisitions
As we keep saying, the recovery from the pandemic is going to be a long slog for many, but most investors, lenders and operators understand that and have been able to deal with it. Take National Health Investors, which would have liked to turn in a better fourth... Read More »
by Steve Monroe | Feb 22, 2023 10:57 am | Statistics
We were hoping that maybe, just maybe, Brookdale Senior Living would post a “breakout” fourth quarter earnings report. They didn’t. But the alternative, a negative surprise, did not happen either. Phew. We have to hand it to CEO Cindy Baier, who always sounds so... Read More »