by Steve Monroe | May 12, 2021 9:57 am | Opinion
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 »
by Steve Monroe | May 10, 2021 9:48 am | Opinion
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 »
by Steve Monroe | May 10, 2021 9:45 am | Opinion
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 »
by Steve Monroe | May 7, 2021 9:37 am | Opinion
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 »
by Steve Monroe | Apr 30, 2021 9:39 am | Opinion
Welltower was the first REIT out of the gate with its first quarter earnings release, something the market has been waiting for to see if there are any signs that a turnaround is on the way. The answer is…sort of. First the bad news. Average first quarter... Read More »