About Steve Monroe
Articles Written by Steve Monroe
A Ventas-Priority Life Care Turnaround Success
We all know that seniors housing census has pretty much increased across the board since the bottom was hit in March 2021, nearly two years ago. But the pace of that increase has been slowing. A case in point is Brookdale Senior Living’s stall in October and November,... Read More »
Brookdale Occupancy Stumbles
Last month’s capital raise caused Brookdale Senior Living’s shares to plunge 40%, and now November occupancy is on a downward path as well. Perhaps that is why they needed the new capital, and we are just barely in the flu season. Weighted average occupancy dropped by... Read More »
Welltower Controversy?
Back when Welltower announced its agreement to let health system ProMedica Senior Care off the hook with its leases for 147 nursing facilities, leases that were drowning in red ink for ProMedica, we joked about it because, 1) we had just written that not-for-profit... Read More »Is The Public Option Passe?
Last month, we raised issues about Sonida Senior Living and its ability to survive through next year without additional capital. Its market cap is low ($86 million), its share price is falling as are its cash balances. G&A expenses have been way too high, but they... Read More »Schedule a demo
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