Good News from Brookdale and Capital Senior Living

Finally, we have had some good news from the two largest publicly traded senior living companies, Brookdale Senior Living and Capital Senior Living. Let’s just say, it has been a long time coming. Capital Senior Living reported a sequential increase in occupancy of 30 basis points in the third quarter, an increase that was continuing […]

60 Seconds with Steve
60 Seconds with Steve

REITs Having Trouble With Seniors Housing

We have heard more about REITs and their skilled nursing troubles, but LTC Properties‘ announcement a month ago has been followed by a much larger seniors housing problem at Ventas. At first, everyone thought it was the skilled nursing sector that was going to give the healthcare REITs heartburn. After all, that was the sector […]

Senior Care Stocks Remain in Doldrums

Seniors housing and care stocks remain in the dumps. There has been no Trump bump for them, as the rest of the market is up 16% since the beginning of this year. We should be only half as lucky. One would think that the skilled nursing dominated companies would have been the hardest hit, given […]

Enlivant, Brookdale Senior Living and Hawthorn Retirement

After the announcement of Sabra Health Care REIT’s 49% investment in the majority of Enlivant’s assisted living properties at a value of $195,000 per unit, the market chatter started anew. The common theme was that if Enlivant’s properties, which were designed and built in areas assuming a 20% to 40% Medicaid census, could sell for […]

Chevalier Shines In Seniors Housing Market

Amid rumors that a moratorium has been placed on large Chinese companies making significant purchases in the U.S. senior care market (like Zhonghong Zhuoye Group Co Ltd.’s proposed acquisition of Brookdale Senior Living), Hong Kong-based Chevalier International Holdings Ltd. continues to invest, recently adding two more senior living communities and 299 units in the Detroit, […]