• National Health Investors Reports Its Most Active Year

    National Health Investors released its fourth-quarter and full-year 2025 results, and it made significant strides in 2025. The REIT completed $392.4 million in investments, marking its most active year yet. Its SHOP portfolio expanded from 15 communities to 26 during the year, and has kept the momentum going into 2026. So far this year, the... Read More »
  • American Healthcare REIT Continues Its Momentum

    American Healthcare REIT expanded both its Integrated Senior Health Campus and SHOP segments in 2025, completing $950 million of new investments across the two. The ISHC portfolio grew from 126 properties at year-end 2024 to 147 by the end of 2025, while the SHOP segment increased from 70 to 83 properties.  Same-community ISHC properties... Read More »
  • Town Lane and Arcole Acquire Their Fifth Community

    Town Lane and Arcole made the fifth seniors housing investment in their inaugural $1.25 billion real estate fund. Town Lane is a real estate investment firm, and Arcole is a recently launched seniors housing platform that partners with operators to acquire newer-vintage, full-continuum communities in high-growth markets. The joint venture will... Read More »
  • NYC’s First CCRC Development Secures Major Financing

    Ziegler closed River’s Edge, the largest senior living tax-exempt bond transaction to date, totaling more than $600 million. River’s Edge is the first CCRC project in New York City and will be located on the campus of its sponsor, not-for-profit RiverSpring Living, in the Riverdale section of the Bronx. An affiliate of the sponsor, RS Services,... Read More »
  • LTC Properties Buys into SHOP Growth

    LTC Properties released its 2025 fourth quarter results and 2026 guidance, and in it reiterated its shift toward its newly established SHOP segment. During the second quarter of the year, the company established the segment, marking its shift in focus from the skilled nursing sector. Later in Q2, it terminated its Anthem Memory Care triple-net... Read More »
Brookdale vs. Land & Buildings

Brookdale vs. Land & Buildings

Jonathan Litt of activist investor Land & Buildings has sent yet another letter to Brookdale Senior Living shareholders, still calling for a sale of the real estate. It appears that Brookdale Senior Living is at the early stages of righting its ship. And, activist investor Jonathan Litt of Land & Buildings has been complimenting management for its actions in the past year. But he still is not happy. Who could blame him with Brookdale’s share price still in the toilet at under $8.00 per share. He continues to believe the market is not recognizing the inherent value in Brookdale’s owned real estate, to which we continue to say, that is not how the market should value an operating... Read More »