About Steve Monroe
Articles Written by Steve Monroe
National Health Investors Stabilizing
National Health Investors (NHI) was the last of the healthcare REITs to report earnings in what was a very informative earnings season. We have already reported that the REITs and their SHOP portfolios have begun the long-anticipated turnaround as occupancy... Read More »
Ventas Recovery Begins
Like most companies, average occupancy for the seniors housing operating portfolio (SHOP) of Ventas declined in the first quarter of 2021. Same-community census average 76.5%, a decline of 260 basis points from the fourth quarter, but a little better than predicted by... Read More »
Sabra Health Care REIT Sees SNF Improvement
As we all know, the skilled nursing sector was battered during the pandemic, and not only by the media. But optimism is in the air, at least at Sabra Health Care REIT. Its top seven skilled nursing providers, making up 63% of its skilled nursing rental income,... Read More »
Brookdale Senior Living Bottoms Out
It has been a tough go for Brookdale Senior Living for several years, really, ever since its acquisition of Emeritus in 2014. But the pandemic was almost the final nail in its coffin. Now those nails are beginning to be removed, and perhaps the... Read More »Schedule a demo
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