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.
With assisted living occupancy now at an eight-year low, the reasons seemed very obvious a few years ago. I am a hoarder. I like to keep reports, articles, magazines and anything else of interest pertaining to seniors housing and care. So, last night I was cleaning up some papers stacked in my office and came […]
Another front page New York Times story highlighting problems with skilled nursing facilities. I am sure many of you saw the recent New York Times article about understaffing in the nation’s nursing facilities, particularly on the weekends. The new methodology used, based on actual payrolls obtained by Medicare, indicates that staffing is 12% lower than […]
With agreements nailed down with its major REITs, buyers may start sniffing around again at a leaner and more profitable Brookdale. The announcement last week during the ASHA mid-year meeting, that Brookdale Senior Living had come to several agreements with Welltower on their various leases, was met with relief and renewed optimism for the seniors […]
After a disastrous outing 20 years ago, Apollo may see better opportunities this time around. The rumors are swirling that private equity giant Apollo Global Management is putting its toe back in our market after a long absence. The rumor is that Apollo is buying 22 senior living communities from HCP, Inc. that are operated […]
With so much capital flooding the senior care space, lenders and investors need a better appreciation of what it is they are funding. People like to say that the seniors housing and care industry is driven by demographics, but for the past few years it has been driven by cheap and abundant capital. But to […]
Everyone talks about the disruption factor coming to seniors housing, but nobody knows what it is. Can we innovate before it comes? So, I have been attending the Senior Living Innovation Forum this week, a “smallish,” invite only conference with about 250 attendees. The point of it is to bring in industry insiders and some […]
CCRCs are thriving in today’s market when so many other providers are struggling for census. But why? How many times have you heard that the CCRC market is a thing of the past? About as many times as you have heard that skilled nursing is dead? Well, I’ve got some news for you, neither is […]
Are we really doing enough for our veterans in senior living? I hope you all had a relaxing and enjoyable Memorial Day weekend. I was able to get away for a bit, but senior living is never far from my mind. With Memorial Day just two days ago, I thought it would be appropriate to […]
Hospitals and post-acute providers have not mixed well in the past, but ProMedica Health System hopes that changes. I keep thinking about the Welltower and ProMedica Health System acquisition of Quality Care Properties and HCR ManorCare. Given today’s valuations, ProMedica may have gotten a bit of a deal with ManorCare’s home health and hospice business. But we […]
One thing on the minds of many is that in these heady times in senior care M&A and development, investors are faced with a dilemma: whether to build, or buy (or both). Ben Swett here filling in for Steve Monroe, who is currently wandering around the Argentum conference in San Diego. One thing on the […]