• Ventas Posts Strong 2025 Results and Continues SHOP Momentum

    One of the big REITs, Ventas, reported its fourth quarter and full-year 2025 results, and its activity was impressive, with the company continuing to outperform many of its peers. A full comparison will have to wait for Welltower’s earnings release, but Ventas nonetheless posted a strong year.  In the fourth quarter, Ventas’ U.S. portfolio... Read More »
  • Ensign Delivers Strong Q4 and Full-Year 2025 Results

    The Ensign Group posted a strong fourth quarter and full-year 2025. The company reported that FFO was $75.2 million for 2025, an increase of 28.3% over 2024, and $20.4 million for the quarter, an increase of 33.9% over the prior year quarter. Same facilities and transitioning facilities occupancy for the year were 82.9% and 84.2%, increases of... Read More »
  • Omega Reports Continued Momentum

    Omega Healthcare Investors announced its fourth quarter and full-year 2025 results, completing approximately $334 million in fourth quarter investments, which consisted of $52 million in real estate acquisitions, $16 million in real estate loans and $266 million in unconsolidated entities. In 2025 Omega completed $1.1 billion in new investments,... Read More »
  • Senior Lifestyle Recapitalizes Two Communities

    Senior Lifestyle participated with its capital partners in the recapitalization of North Shore Place in Northbrook, Illinois, and The Sheridan at Eastside in Snellville, Georgia. Both communities were developed by Senior Lifestyle and will continue to be operated by the company following the transaction. North Shore Place is a 188-unit assisted... Read More »
  • Berkadia Announces 2025 Activity and Latest Deal

    Berkadia recorded another successful year, with more than $2 billion in mortgage banking closings for the second consecutive year. In 2025, Berkadia’s financings were spread across 123 properties including active adult, independent living, assisted living, memory care and skilled nursing communities. Multiple lending sources were utilized, such... Read More »

Build in Broken Arrow

At the beginning of this year, we wrote about the rise of seniors housing construction in the Tulsa, Oklahoma area, with four projects scheduled to open in the second half of 2015, representing a total investment of over $35 million. Indeed, according to NIC MAP data, the construction vs. inventory ratio for assisted living in the MSA is over 30%, one of the highest for any MSA in the country. Well, we have to add one more to the books, as Prevarian Senior Living just broke ground on a 105-unit assisted living/memory care community in Broken Arrow, Oklahoma. Prevarian, a private equity investor, is partnering with an affiliate of St. John Medical Center Hospital, on whose campus the... Read More »