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.
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 […]
If the seniors housing industry is ever going to emerge from its current census slump, then rigorous and modern marketing efforts seem like a great way to start. However, many small regional operators and mom & pops have barely left the 20th century in their marketing strategies, and their websites show it. The truth is […]
As we near the end of this decade, we wonder what new trials will face the seniors housing industry in the next 10 years. In the past decade, the industry has emerged from the throes of the Great Recession, gone through a construction boom that led to intense competition for labor and residents, and seen […]
We have been pretty gloomy about the state of the seniors housing market recently. It has not been without reason, with the industry still mired in low occupancy, persistent discounting and labor difficulties, both finding it and paying for it. On top of that, October’s low M&A count (just 24 publicly announced deals) did not […]
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 […]
Ensign the Energizer Bunny, our pet name for several years now for one of two publicly traded companies that continue to make a GAAP profit, quarter after quarter, did it again. And they did it during what could have been a disruptive third quarter when they spun out their senior living operations and home health […]
Sabra Health Care REIT continues to defy the naysayers, posting a decent third quarter overall, with its skilled nursing portfolio holding the line and its seniors housing portfolio growing revenues, cash net operating income and cash operating margin. Investors sent the shares to a new 52-week high, 56% above its 52-week low, and the forward […]
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 […]
Ventas’ third quarter results are in and were less than optimal for its seniors housing operating portfolio (SHOP). Comparing the third quarter of 2019 with the same quarter in 2018, same-store cash NOI for its SHOP fell by 5.0%. Occupancy figures were not pretty either, with the quarter ending approximately 115 basis points lower than […]
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 […]