Stay up-to-date on skilled nursing and assisted living businesses, retirement communities, REITs and home health care with The SeniorCare Investor newsletter. For over 50 years, The SeniorCare Investor has offered analysis and opinion on the seniors housing and care mergers, acquisitions, equity/debt financings and bankruptcies.
Hindsight is usually 20-20, and in the case of Five Star Senior Living, looking back two years, the company should have accepted the offer from Gemini Properties and the Thomas brothers of Senior Star, who offered to pay $325 million for 33 owned Five Star communities. They had already accumulated more than 6% of the […]
On November 15th, we hosted a webinar entitled “Are Assisted Living Prices Sustainable? Premium Prices for a Premium Product.” In it, our editor Steve Monroe and a panel of experts including Brad Clousing of Senior Living Investment Brokerage, Jacob Gehl of Blueprint Healthcare Real Estate Advisors, Adam Kaplan of Solera Senior Living and Jesse Marinko […]
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 […]
We are always looking for a glimmer of optimism in the quarterly earnings reports for publicly traded seniors housing and care companies, and sometimes we find it. One only has to look at The Ensign Group, which has a mix of skilled nursing and seniors housing. Everything seems to be moving up at Ensign. GAAP […]
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. […]
On November 1, we hosted the long-awaited Battle for the Post-Acute Patient: SNFs vs. LTACs vs. IRFs. On the webinar, Steve Monroe (our moderator) and panelists Jim Haulihan of Fox Subacute, Mike Munter of Symphony Post Acute Network and Marc Zimmet of Zimmet Healthcare Services Group had a lively discussion about who’s currently winning that […]
As skilled nursing facilities look to the future, competing with LTACs and IRFs must be on the agenda, which will help to increase values. If you own, operate, lend to or want to invest in a skilled nursing facility, our webinar tomorrow is the one you just can’t miss. Why? Because we are going to […]
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 […]