by Steve Monroe | Jun 6, 2021 8:48 pm | Financings
Even though National Health Investors didn’t have to cut its dividend, management made the prudent decision to reduce its quarterly dividend by 18% to 90 cents a share. The yield had been at the high end of its peers at 6.6%, and now it will be 5.4%. Even... Read More »
by Steve Monroe | Jun 2, 2021 9:49 am | 60 Seconds, Opinion
One big benefit of the country opening up is in-person conferences. It does feel good. Last week, I attended my first conference, in person, since March of 2020. And boy did it feel great! Shaking hands again, hugging people I haven’t seen in person in 15 months, or... Read More »
by Steve Monroe | May 17, 2021 9:44 am | Opinion
Perhaps in an effort not to rattle the market, Capital Senior Living filed its first quarter 2021 10-Q after the markets closed on Friday, May 14. Perhaps they thought no one would notice as many were out celebrating the removal of their masks. Not that it should have... Read More »
by Steve Monroe | May 17, 2021 9:40 am | Opinion
The Canadian seniors housing market has fared a bit better than its U.S. counterpart during the past year or so, but it also started in a better place. Take the Canadian SHOP portfolio of Ventas. It currently has 74 communities that operated in the first quarter... Read More »
by Steve Monroe | May 12, 2021 10:02 am | 60 Seconds, Opinion
The American Seniors Housing Association has been supporting the senior living industry for 30 years now, with David Schless at the helm throughout. I fondly remember going to my first annual meeting of the American Seniors Housing Association, back when it was part... Read More »