Of Ventas, Welltower and NIC

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 […]

Brookdale and Capital Senior Living Earnings Disappoint

We are not sure why investors continue to think there may be some break-through news every quarter when the big seniors housing companies report earnings. This has been, and is going to continue to be, a slog to get through the mess created by too much development exacerbated by labor problems. Brookdale Senior Living’s management […]

Brookdale Activists On The Move

Brookdale Senior Living investor Land & Buildings has nominated Jonathan Litt and Jay Flaherty to Brookdale’s board. Still pushing for a REIT spin-off? He’s baaaack. After his 10-year stint as CEO of HCP, Inc., which included his ill-fated and ill-timed acquisition of the former HCR ManorCare, Jay Flaherty may be back in the senior care […]

(Most) Senior Care Provider Stocks Shine in H1:19

[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 […]

Capital Senior Living Misses the Mark, Again

As we were watching the share price of Capital Senior Living drop for several days in a row before announcing their fourth quarter earnings results, we were wondering whether something had leaked out, or whether it was the usual sell off because the company had underperformed relative to expectations for too many quarters in a […]