About Steve Monroe

Stephen M. Monroe has been a healthcare and senior care financial expert for over 30 years. In addition to being an often-quoted healthcare finance expert in mainstream media, he has published over 50 bylined articles dealing with various aspects of investing in health care and senior’s housing. &nbsp He is also called upon to keynote and speak at organizations such as the American Seniors Housing Association, Assisted Living Federation of America, National Investment Center for Seniors Housing and Care, American Health Care Association and the New York State Health Facilities Association, among others. See Full Bio

Articles Written by Steve Monroe

Stock Buybacks vs. Dry Powder

Stock Buybacks vs. Dry Powder

by | Mar 25, 2020 6:52 am | 60 Seconds, Opinion

Should REITs be using excess cash to buy back their shares at cheap prices, or wait and go bargain hunting for cheap properties? Good morning. I am in day nine of my 14-day self-quarantine, and have yet to go stir crazy. Apparently, in Connecticut, liquor stores are... Read More »

Irrational Valuations for REIT Shares

by | Mar 20, 2020 9:27 am | Opinion

What a week it has been. At the market’s close on Wednesday, Ventas was yielding 18.7%, Omega Healthcare Investors 18.0% and Sabra Health Care REIT 30.4%. This assumes they all maintain their current dividend rates. Ventas just announced... Read More »
Stock Buybacks vs. Dry Powder

Surviving The Coronavirus

by | Mar 18, 2020 10:41 am | 60 Seconds, Opinion

What a difference five days, and 3,200 miles can make, not to mention panic selling in our sector. Well, we certainly are living in interesting times. And not fun times.  I decided to stay with my plans and went to Scotland for a bachelor party last weekend. No... Read More »
Ventas Preparing For Worst

Ventas Preparing For Worst

by | Mar 18, 2020 10:34 am | Opinion

There is no way to mince words. When it comes to valuation, Ventas is a shadow of its former self. After being worth more than $20 billion, its market cap has dropped to just $7.8 billion. This compares with Welltower ($15.8 billion) and Healthpeak Properties ($11.8... Read More »