60 Seconds with Swett: Talking Construction and Cap Rates in Nashville
Another Spring NIC is in the books, and it was great to see so many industry friends in Nashville, which was a great setting for the conference, we must say. And it was another record attendance, with around 500 first-time attendees too. That surely is a sign of seniors housing’s appeal to potential new entrants. And they added to the positive energy in the room, overcoming some worried chatter about the Middle East, oil’s impact on inflation and the recent surge in the 10-Year Treasury Rate. There are plenty of deals, big and small, going around, leaving us more confident that we will break another M&A record in 2026. What we also left Nashville more confident about, which surprised... Read More »
60 Seconds with Swett: Burning Questions for NIC Attendees
This time next week, we’ll be heading out of Nashville from the Spring NIC conference likely buoyed by the overwhelmingly positive mood we’re expecting from most of our industry friends. It’s hard not to be optimistic when occupancy and margins are increasing to healthy levels nationally, and show no signs of stopping, when liquidity is increasing and when values are rising across both seniors housing and skilled nursing. We’ll want some questions answered when we hit the ground in Nashville, too. Like will prices for core, Class-A assets rise enough to force more investors into the Class-B/value-add space, and increase prices for those assets in 2026? Or, will the continued resident rate... Read More »60 Seconds with Swett: The State of the Healthcare M&A Market
I attended the McDermott Will & Schulte Healthcare Private Equity Conference in Miami Beach last week, and the buzz mostly centered around increased investment in outpatient care, AI in healthcare and a persistent bid-ask spread that has kept healthcare M&A relatively steady, and down when comparing it to the seniors housing and care market. Still, there is no shortage of dry powder targeting deals across the healthcare spectrum. And buyers are having to get a little creative on deal structures, options outside of traditional M&A and ancillary sectors that they previously may not have considered. The trip was good timing, because next week on Thursday March 19th, I’ll be... Read More »
60 Seconds with Swett: Latest Senior Care Valuation Statistics Are Released
The 31st Edition of The Senior Care Acquisition Report has been published and is available to LevinPro LTC andLTC News subscribers now! With M&A at record levels and more buyers and sellers evaluating transactions today, we know how important having timely, accurate and relevant pricing data is in making their investment decisions. That is why we worked hard to get this Report out earlier in the year than ever before, and it was compiled with the largest proprietary dataset we have ever put together, including hundreds of confidential prices, cap rates and operating metrics. Thank you to all of our industry friends who helped us in that effort, because the large sample size allowed us... Read More »
