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.
Last week, we discussed the stock performance of the seniors housing and healthcare providers. Now, it’s the healthcare REITs’ turn. Overall, it was a good first half of the year, with all of them posting price increases, with the exception of Senior Housing Properties Trust, reflecting its Five Star problems. Its share price tumbled by […]
[featured in the July issue of The SeniorCare Investor] With the overall stock market posting its best first half of a year since 1997, one would expect that seniors housing and care stocks would also have performed well. The major benchmarks are up 14% to 17% so far this year, and only two of the […]
The presidential debates last week had a glaring hole, one that everyone should be concerned about. I don’t know about you, but I watched all four hours of the presidential debates last week. I do sort of thrive on those things. But didn’t you think there was something missing? Something major that was not asked? […]
REIT have recently run into problems with their skilled nursing tenants failing to make lease payments because of the rent escalators rising faster than their profits. REITs have received much of the ire for this, but, is that fair for such a historically successful financing option?
The annual Senior Living Innovation Forum kicks off this weekend, and it is a great meeting to talk openly about how we can do things differently, and better, to both survive and thrive. I am heading out to the annual Senior Living Innovation Forum this weekend, and I just can’t wait. It is relatively small, […]
One major default is used to blast a very profitable arm of the government. I don’t know if anyone noticed the June 3 lead article in The New York Times business section, but the reporter, Matthew Goldstein, should have talked to more people. One company, Rosewood Care Centers, defaulted on $146 million in loans secured […]
Oh, how times have changed. And the mighty have fallen. Taking a look at the June issue of The SeniorCare Investor from 2006, what headline appears? “Brookdale Becomes King: Changing the Face of Seniors Housing.” Hindsight is 20/20, but there were already warning signs of Brookdale Senior Living’s bust as it was in the middle […]
Have we hit bottom, or will values continue to decline? Join us next Thursday as we try to decipher what the market holds for investors over the next several years. Depending on who you talk to, skilled nursing facility values, and the SNF M&A market in general, are going to be troubled for a while. […]
Senior care providers are faced with an opportunity for risk sharing in managing patient or population health. Having a stake in the payment for services for the elderly comes with risks, of course.
Stock values still hitting lows, but not cheap enough for big buyers to come in. I am not sure if you have been following it, but Capital Senior Living’s share price just hit a new low yesterday. In fact, the market value of the company is just $110 million. Think about it, some individual assets […]