by Steve Monroe | Oct 2, 2024 8:58 am | Acquisitions
Brookdale Senior Living made a series of announcements as the third quarter ended, most of which appear to be setting the stage for better times ahead and an improved capital structure. But, and there is always a but, there is still more work to be done and one large... Read More »
by Steve Monroe | Sep 18, 2024 8:50 am | Opinion
In this post-COVID world, Ventas continues to modify existing leases with major tenants with an eye to the future. First was Brookdale Senior Living several years ago, and now it is with its original tenant going back more than 25 years, Kindred. Ventas owns 23... Read More »
by Steve Monroe | Sep 11, 2024 8:58 am | Opinion
Last week, Retirement Unlimited Inc. (RUI), announced that its President, Doris-Ellie Sullivan, had stepped down “to pursue other opportunities.” That is usually a signal that the person did not leave without getting pushed out. Given what we heard about the poor... Read More »
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 »