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.
One day this week the spread between the bid and the ask for Capital Senior Living‘s shares seemed way too wide, which got me thinking. I was a little surprised yesterday morning when I checked on the bid/ask spreads for Capital Senior Living, and saw a very wide discrepancy after the market opened. There was […]
After suffering in the aftermath of the Great Recession, Independent Living and CCRC property values and occupancy levels have outperformed the rest of the market. Come and learn why and what may happen in the next recession. Sponsored by The Senior Care Acquisition Reports We are 10 years into the recovery from the Great […]
I know as one gets older, confusion can become more common. And today, I am a little confused about the state of the senior living industry. -Sponsored by The Senior Care Acquisition Reports NIC MAP has reported that maybe we have hit bottom in the third quarter, and that new construction starts are starting […]
The Pennant Group is The Ensign Group‘s latest spin off. If history repeats itself, the new company will succeed. It has been three weeks since The Pennant Group was spun out of The Ensign Group as a separate publicly traded company. This is not Ensign’s first rodeo when it comes to successful spin outs. Five […]
Despite many headwinds, the assisted living acquisition market remains vibrant with high prices and no shortage of buyers. Find out how they are dealing with the issues of aging properties, census and labor in this dynamic webinar. Prices paid in the assisted living M&A market remain high, despite census, labor and demand headwinds. Obviously, low […]
We are now one week into the new PDPM reimbursement system, and already therapist layoffs have begun. Well, we are just one week into the new Patient-Driven Payment Model (PDPM) for Medicare reimbursement for skilled nursing facilities, and already the therapist layoffs have begun. Why? Because providers are no longer paid for the amount of therapy […]
When NIMBYism hits home, and in my mailbox. I put some mail in my mailbox at home this morning (yes, I still use the USPS), and overnight someone slipped a “Dear Neighbors” letter in the box. It wanted to make us aware of a “massive” new development planned just two blocks from the downtown area […]
Transaction volume is still running ahead of last year’s record, fueled by liquidity and low interest rates. As of yesterday, seniors housing and care acquisition volume was still running ahead of last year’s record-setting pace. We are well over 300 transactions so far in 2019, and September is already looking to beat last year’s September, […]
The record crowd of 3,300 attendees were mostly positive about the market despite the headwinds. After spending four days last week in Chicago with my 3,300 best friends, my one big takeaway is the continued positivity that brought a record crowd to NIC. Not everyone was positive, but more capital keeps coming into the sector […]
As more than 3,000 people descend on NIC in Chicago this week, we hope talk will also focus on operations and ideas and not just investments. Good luck with that one. If you can believe it, this is my 29th consecutive Fall NIC Conference. There may be 15 of us who can claim that. But boy has […]