• Interview with Arnie Whitman and Meredith Oppenheim on VITALS

    by | Mar 6, 2026 3:47 pm | Interviews

    The SeniorCare Investor’s Ben Swett recently sat down with Meredith Oppenheim and Arnie Whitman to discuss their new framework for seniors housing operators to improve the quality of life for their residents, but also to position the sector for greater success and wider appeal in the future. Watch the conversation here. Read More »

  • Michigan-Based Owner/Operator Expands in Tampa MSA

    by | Mar 6, 2026 3:46 pm | Acquisitions

    American House Senior Living Communities added Beach House Assisted Living & Memory Care in Wesley Chapel, Florida (Tampa MSA), to its operating portfolio and renamed the property American House Wesley Chapel. The community features 67 assisted living and 33 memory care units with studio, one- and two-bedroom floor plans, some with balconies... Read More »

  • Seniors Housing Community Near Chicago Gets New Owner

    by | Mar 6, 2026 3:45 pm | Acquisitions

    SVN Chicago Commercial sold McKenzie Falls, an affordable seniors housing community in Bolingbrook, Illinois, roughly 30 miles southwest of downtown Chicago. The building was constructed in 2010 and spans 74,047 square feet across one story.  An undisclosed buyer acquired the 105-unit community for $6.7 million, or $63,800 per unit. Reid... Read More »

  • Healthpeak Properties Provides Janus Living Updates

    by | Mar 6, 2026 8:19 am | Acquisitions

    Healthpeak Properties’ recently formed seniors housing REIT, Janus Living, which will manage Healthpeak’s 34-community seniors housing portfolio, has filed a registration statement on Form S-11 with the SEC relating to a proposed initial public offering of its shares of Class A-1 common stock, which the company intends to list on the NYSE under... Read More »

  • SLIB Handles Senior Care Campus Deal in Missouri

    by | Mar 6, 2026 8:17 am | Acquisitions

    A Maryland-based owner/operator looked to expand its Missouri senior care portfolio with the purchase of Kingdom Care Senior Living in the town of Fulton. Built in 1980, the campus includes four independent living units, 26 assisted living units and 36 skilled nursing beds. It currently holds a five-star rating at the SNF and is the only... Read More »

The Battle For Brookdale

by | Mar 24, 2015 3:07 pm | 60 Seconds, Opinion

Shareholders are taking it up a notch to raise the value of Brookdale Senior Living. In World War II we had the Battle of the Bulge, and in seniors housing, we now have the Battle for Brookdale. Sandell Management, which owns about 2 million Brookdale shares, has nominated three directors, including Tommy Sandell himself, to help the company maximize shareholder value, claiming current directors have little real estate expertise, and in one case seem in imply that one current director, who they want to replace, is too old by stating his age (77). Tell that to Jim Moore. Now, Glenview Capital Management, which has upped its ownership from 8.75 million shares three months ago to 11.59... Read More »

Genesis Healthcare Makes First Earnings Report

by | Feb 24, 2015 4:21 pm | 60 Seconds, Opinion

News of higher operating costs sends the shares of newly merged Genesis Healthcare and Skilled Healthcare down more than 20%. Welcome back to the world of public investors. I say this to George Hager and his team at Genesis Healthcare, which closed on the reverse merger with Skilled Healthcare on February 2. Just three weeks later, they reported fourth quarter operating results for both companies, and while the skilled patient day mix at Genesis increased by 60 basis points and occupancy increased 30 basis points from the year ago quarter, Skilled Healthcare’s occupancy declined 110 basis points from the fourth quarter in 2013, to just 81.1%. Sounds a little too similar to the... Read More »

Brookdale and Monetizing Real Estate Value

by | Feb 17, 2015 4:24 pm | 60 Seconds, Opinion

Pressure is mounting on Brookdale Senior Living to monetize the value of its owned real estate, but at what cost? The pressure is increasing on Brookdale Senior Living “to do something” to monetize the hidden value in its owned real estate. This has all come up as a result of a weak fourth quarter from the recent Emeritus purchase. We have a big problem with all this. Yes, management always has to look to increase shareholder value. But everything that is being talked about is a short-term fix taking advantage of the current capital markets environment. As you know, we never liked the Emeritus acquisition for Brookdale. But now, by selling off the owned real estate of the combined company,... Read More »

Pressure on Brookdale To Pump Up Value

by | Feb 10, 2015 4:27 pm | 60 Seconds, Opinion

A dissident shareholder has emerged trying to pressure Brookdale Senior Living to monetize its real estate assets. With Brookdale Senior Living’s weak fourth quarter earnings announcement came the dissident shareholder response from Sandell Asset Management. They want Brookdale to monetize the value of the real estate owned to boost the share price by nearly 35%, taking advantage of higher REIT valuations. Sorry, but it just isn’t that easy. Sandell’s proposal is to spin out the real estate, most likely in a new REIT in a tax-free distribution to shareholders. Well, that’s fine, but if it sale/leasebacks on 35,000 units, what about those rent escalators on such a large portfolio? Would it... Read More »