Follow The SeniorCare Investor’s Steve Monroe break down the seniors housing and care M&A market, industry news and equity markets, in 60 seconds or less. Stay up-to-date on skilled nursing and assisted living businesses, retirement communities, REITs and home health care.
How transparent are the activist shareholders about what would happen to Brookdale Senior Living if it followed through on their recommendations? Not very. After spending four years being critical of practically everything Brookdale did since the acquisition of Emeritus, the one thing I did not criticize the company for doing was not selling off its […]
With Tuesday’s mid-terms, will there be any impact on seniors housing and care? First of all, this mid-term election matters in many ways. But I keep on getting asked whether it will have much of an impact on the seniors housing and care sector. My gut response is no, at least on the federal level. […]
Record NIC attendance hints at continued investor and lender interest in seniors housing and care. It was yet another record crowd at the NIC Conference, which brings up a point I kept on making. If the headwinds are so strong, on many fronts, why are there still so many more people who want to invest, […]
Join me Wednesday afternoon at 4:00 pm as I moderate the NIC Valuations session. By the time you are watching this, I will be walking around the meeting rooms, receptions, and various sessions at the NIC Conference. And please join me today at 4:00 pm as I am moderating the session on valuations called, “What’s […]
Recent third quarter data was not promising, but are we looking at the wrong numbers? When NIC released its occupancy stats last week, people were hoping for good news. Hope, however, is not a business plan. The third quarter has historically been a “make-up” quarter, making up for the usual dismal first quarter and the […]
Heavy demand continues for properties across the seniors housing and care spectrum. I know I have been a little negative on the market in the past year or so, given all the problems we have seen and written about, not to mention peak pricing a year ago. I am not sure how to take it, […]
Average skilled nursing values have dropped by 20% since the market peak in 2016, and by this time next year we will have a new Medicare reimbursement protocol. How will that figure into valuing skilled nursing facilities today? Is the skilled nursing market approaching a bottom? We know when it peaked in terms of acquisition […]
Alzheimer’s is a terrible disease, but everyone can help find a cure. We participated in our first Walk To End Alzheimer’s yesterday, along with about 2,000 other walkers in Norwalk, CT. While we raised $3,500 so far, it is only 50% of our goal, or $100 for each of the 70 years we have been […]
The New Jersey-based skilled nursing and assisted living operator puts 33 of its properties into receivership. Not good for the lenders. I am sure you have heard by now about Atrium Health and Senior Living placing 33 of its properties into receivership this week. This includes all their Wisconsin properties and one Michigan facility, but […]
Latinos are the fastest growing worker cohort, but like all workers, they need more education and training. So do seniors housing workers, if we want to keep them. I read an interesting article from the Wall Street Journal over Labor Day Weekend titled “The ‘Latino Factor’ Will Save America’s Economy.” The gist of it was […]