by Steve Monroe | Sep 11, 2024 8:55 am | Opinion, Statistics
While we would hope that seniors housing companies are reporting their highest occupancy levels since the bottom of the COVID market in March 2021, Brookdale Senior Living did it in pretty good fashion. Brookdale finally topped 80% in month-end occupancy for August,... Read More »
by Steve Monroe | Aug 13, 2024 4:05 pm | Opinion
As one of the last companies in our sector to report second quarter earnings results, the wait was worth it. Sonida Senior Living continues to deliver results that top its peers and puts them in an increasingly better position to grow. Where do we start? Perhaps the... Read More »
by Steve Monroe | Aug 9, 2024 3:52 pm | Opinion, Statistics
In a quarter where most providers and REITs are delivering some very good numbers in their seniors housing portfolios, Brookdale Senior Living disappointed investors with a lackluster second quarter. Yes, metrics continue to be on an upswing, but not as up as they... Read More »
by Steve Monroe | Jul 26, 2024 3:58 pm | Opinion
When quarterly earnings season hits, we have always been nervous about some company reporting unexpected bad news and maybe sending shock waves through the industry. The one exception is The Ensign Group, which rarely, if ever, has had a negative surprise. They did... Read More »
by Steve Monroe | Jul 16, 2024 3:21 pm | 60 Seconds, Opinion
My friend Bob Kramer likes to go on stage and talk about how seniors housing is about to get disrupted in a major way, and that if you don’t change, you will be “disrupted” out of business. Pretty harsh words, but he is most likely talking about the top 10% of the... Read More »