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 »
by Steve Monroe | Apr 7, 2021 9:24 am | Opinion
Usually, a few weeks does not translate into a long-term trend, but for Welltower’s SHOP portfolio, it may just be the case. And it is one we have all been waiting for since it is the largest portfolio in the senior living sector to make some forecasts from. After... Read More »
by Steve Monroe | Mar 15, 2021 10:20 am | Financings
Two weeks ago, we reported on the restructuring that is taking place at Genesis Healthcare, with the infusion of new capital that will eventually take this new investor to a fully diluted ownership interest in excess of 40%. That news sent the share price... Read More »