About Steve Monroe
Articles Written by Steve Monroe
Revenue Write-Downs for Omega, and Maybe Sabra
On back-to-back days last week, both Omega Healthcare Investors and Sabra Health Care REIT provided investors with updates on their revenue recognition accounting policies for the same two tenants, Genesis... Read More »
Many Impacts of COVID, But “Stupidity” Factor May Grow
The views on where we are in this pandemic are bifurcating, just like in the acquisition market, but we are also dealing with the “stupidity” factor. Just like in the acquisition market, where values and cap rates have been bifurcating between the top “A”... Read More »
The Great Re-Opening
It is fair to say that the economic shutdown, especially as it concerns senior care providers, could have been handled better (you think?). There was little consistency from state to state, and from one type of senior care provider to another. We spoke to some... Read More »
The “Forgotten Middle” Returns
As occupancy levels continue to drop or remain subdued because of the pandemic, there seems to be less talk about the so-called “forgotten middle,” those seniors who can’t afford, but may need or want, some sort of senior living option. The NIC presented the... Read More »Schedule a demo
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