by Steve Monroe | Aug 28, 2020 4:44 am | Opinion
We are sure every provider is sick and tired of hearing about how many residents have died of COVID-19 in a nursing home or assisted living community. The problem is that the classification may be all wrong. Unfortunately, there may be a financial reason for... Read More »
by Steve Monroe | Aug 17, 2020 4:41 am | Opinion
Sometimes the regular, tried and true sale/leaseback arrangements that used to be the mainstay of REIT financing still work. Just ask National Health Investors (NHI). After reading some of the depressing second quarter earnings releases, some more than... Read More »
by Steve Monroe | Aug 11, 2020 10:41 pm | 60 Seconds, Opinion
Brookdale Senior Living and Genesis HealthCare, the two largest providers, were not spared from COVID’s devastation in the second quarter. The two largest providers in their respective sectors, Brookdale Senior Living in seniors housing and Genesis HealthCare in... Read More »
by Steve Monroe | Aug 10, 2020 9:20 am | Opinion
Second quarter earnings reports are not done yet, but the majority of the companies and REITs have reported. We were obviously not expecting a good quarter, but given the trend lines from March through June, the results could have been worse. In fact, for many... Read More »
by Steve Monroe | Aug 5, 2020 3:51 am | 60 Seconds, Opinion
In the next 48 hours, six companies will report second quarter earnings. While it won’t be pretty, you have to think long term. Earnings season is here, and I am afraid it will not be very pretty. Unfortunately, it has not been pretty for a while, but we can... Read More »