Welltower Releases Strong Results, Again
Welltower announced its fourth quarter and full-year 2025 results, which reflected a strong year, as anticipated. Investors seemed to agree, with shares rising to an intraday high of 5.9% above the prior close the day following the release, before finishing up 3.5%. In the fourth quarter, the REIT saw 400 basis points of average occupancy growth, year over year, and same-store revenue growth of 9.6%. Similar to Ventas, year-over-year same-community NOI jumped by 15%, driven by same-store NOI growth in its seniors housing operating portfolio of 20.4%. This was its 13th consecutive quarter of same-store NOI growth above 20%. The company completed $13.9 billion of pro rata gross... Read More »
Omega Healthcare Investors Acquires Performing AL/MC Asset
Omega Healthcare Investors announced that it acquired a seniors housing community in Alabama for $10.3 million, or $128,750 per unit. The community appears to be Proveer at Grande View, which has been rebranded as The Ridge at Grandeview. Blueprint was engaged by the seller in its divestment of this community. Built in 1999, The Ridge at Grandeview features 80 units of assisted living and memory care in Birmingham, Alabama. The community was fully repositioned through a $5.0 million renovation, with the asset effectively presenting and operating as new construction. At the time of marketing, occupancy was trending upward and NOI margins were approaching 20%, providing investors with... Read More »
T7 Capital Hits the Ground Running
Founded by industry veterans Ari Adlerstein and Josh Simpson in 2025, T7 Capital has hit the ground running, announcing more than $3 billion in closed transactions in their first year. And the team continued at that same pace into 2026, closing more than $200 million of transaction volume in January. T7 Capital, which advises clients on financing and investment decisions across seniors housing, healthcare real estate and operating platforms, had a variety of closings throughout the month, from investment sales to financings. Adlerstein and Simpson led the sale of five skilled nursing facilities in Rhode Island for $70.5 million, or $93,400 per bed. The pair also arranged $54.9 million in... Read More »
Stellar Senior Living Adds San Antonio Asset
Ventas found a new operator for its Villa De San Antonio Senior Living community in San Antonio Texas, bringing on Stellar Senior Living, a Utah-based family-owned senior care owner/operator, to manage the community. The addition of this community, which was built in 2006 and features 219 independent living and assisted living units, expands Stellar’s presence in the San Antonio area. It also expands the company’s relationship with Ventas. In 2010, Cain Brothers represented The Franciscan Sister of Chicago Service Corp. in its sale of the community to Kisco Senior Living for $17.25 million. At the time, the building comprised 138 independent living and 55 assisted living units, making the... Read More »
