Cap Rates Continue Compression in JLL’s Investor Survey
Ben Swett, Managing Editor of The SeniorCare Investor, sat down with Bryan Lockard, Executive Managing Director of JLL’s Value and Risk Advisory, to discuss the results of JLL’s recently published 2026 Seniors Housing & Care Investor Survey and Trends. They also covered some major topics heading into NIC in Nashville. Read More »
Brookdale’s Operations Improve While NOI and Margins Lag
Following the preliminary results announcement after the January 28 close, Brookdale Senior Living’s stock spiked 11.5% on January 29. Investors cheered the upbeat early numbers, but the mood shifted once the official quarterly and full-year results came out February 18 after the bell. The stock opened nearly 7% below the prior close and dropped more than 10.5% intraday. While a broader market selloff amid geopolitical uncertainty didn’t help, the reaction was primarily earnings-driven. Occupancy improved, but NOI and margins fell quarter-to-quarter, so the question is, are they spending big to fill beds? At year-end 2025, Brookdale’s portfolio comprised 370 owned and 178 leased... Read More »
60 Seconds with Swett: Latest Senior Care Valuation Statistics Are Released
The 31st Edition of The Senior Care Acquisition Report has been published and is available to LevinPro LTC andLTC News subscribers now! With M&A at record levels and more buyers and sellers evaluating transactions today, we know how important having timely, accurate and relevant pricing data is in making their investment decisions. That is why we worked hard to get this Report out earlier in the year than ever before, and it was compiled with the largest proprietary dataset we have ever put together, including hundreds of confidential prices, cap rates and operating metrics. Thank you to all of our industry friends who helped us in that effort, because the large sample size allowed us... Read More »
2025 M&A and Valuation Stats Preview
Ben Swett, Managing Editor of The SeniorCare Investor, sat down with Matthew Alley of Senior Living Investment Brokerage, Bryan Lockard of JLL Valuation & Advisory, and Brittany Spicer of National Health Investors to discuss last year’s M&A market and to preview our Senior Care Acquisition Report. Panelists reviewed key statistics, including average pricing and cap rates. They also discussed 2026 expectations, new entrants and potential challenges facing the industry. The webinar concluded by asking panelists who they would rather be in 2026: a buyer or seller of Class-A or Class-B stabilized assets, or a best-in-class operator. Read More »
60 Seconds with Swett: Values Soar Across All Sectors
We have been hard at work collecting and enriching our 2025 M&A data, and many listeners can attest to receiving a number of calls and emails from me over the last couple of months, and the result was the most deals we have ever compiled in any year, as well as the most property financials and cap rates. So a big thank you to all of our industry friends who helped in this effort. Prices soared in all sectors, and set a couple of records. The average price per unit for assisted living properties reached $268,600, more than $20,000 higher than the previous record set in 2019. The independent living sector also hit new heights, with an average price per unit of $263,600. Average... Read More »Schedule a demo
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