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 »
by Steve Monroe | Apr 30, 2021 9:38 am | Acquisitions
At the same time it released first quarter earnings results, Welltower announced a major recapitalization of HC-One, the largest UK-based seniors housing platform, where it previously had a mezzanine loan investment with one of the... Read More »
by Steve Monroe | Apr 26, 2021 10:03 am | Statistics
Ziegler just came out with its quarterly analysis of occupancy trends for CCRC (LPCs) in conjunction with the NIC MAP data, and while census is still slipping, the sub-sector has fared better than the other components of the senior living spectrum. The data set... Read More »
by Steve Monroe | Apr 21, 2021 9:50 am | 60 Seconds, Opinion
The move toward more home health is upon us, and it is time for providers to engage. If President Biden’s $2.1 trillion “stimulus” bill goes through, you all have heard about that $400 billion for home and community-based services. Not $400 million, but billion. When... Read More »