by Steve Monroe | Feb 4, 2022 3:02 pm | Acquisitions
The healthcare REITs and their triple net lease tenants, as well as their RIDEA managers, have had a tough two years. Some companies have been forced out of business completely, others have lost a portion of their portfolio, but many others have been able to work... Read More »
by Steve Monroe | Jan 26, 2022 10:29 am | Opinion
Welltower has the largest owned portfolio of seniors housing communities among the healthcare REITs (SHOP) and census has been steadily rising since the bottom early last year. But the rate of growth, like many others, has been slowing. Average U.S. occupancy growth... Read More »
by Steve Monroe | Jan 21, 2022 4:57 pm | Opinion
Ventas has the second largest SHOP portfolio among the healthcare REITs, so it is always a decent barometer for what is actually happening in the seniors housing market. The REIT’s portfolio has performed exceptionally well since the bottom of the market in mid-March... Read More »
by Steve Monroe | Jan 20, 2022 4:15 pm | Opinion
We have to assume that during the remaining three years of President Biden’s term, there will be more battles between POTUS and SCOTUS. But it is getting increasingly difficult to determine who is winning. Take the recent SCOTUS decision upholding the vaccine mandate... Read More »
by Steve Monroe | Dec 23, 2021 1:13 pm | Acquisitions
Bon Secours Mercy Health decided to exit the skilled nursing and assisted living business in Virginia, and we learned that they hired Healthcare Transactions Group (HTG) to serve as exclusive M&A advisor. The portfolio includes two nursing facilities located in... Read More »