Welltower’s Record Investment Pace Set to Continue with ‘Barbell’ Strategy for Senior Housing

Welltower’s (NYSE: WELL) senior housing portfolio is rebounding from its pandemic lowpoint, and the company continues to ink investments in senior housing and other asset classes. In fact, after investing nearly $1.4 billion in Q2 2021, CEO Shankh Mitra predicted that Q3 could be another record quarter. But while the company is making progress on […]

Inside the Active Adult Strategies of Senior Living Providers Allegro, Vitality

Active adult senior housing continues to generate intense interest from investors and builders across the greater real estate industry. Newcomers to the space include multifamily developers and operators, but a growing number of senior housing developers and operators are gravitating toward active adult as well — including Allegro Senior Living and Vitality Living. These companies […]

How HRA, LivGenerations, Cura Are Leveraging Dining to Rebuild Senior Living Occupancy

With the entire senior living industry effectively in lease-up mode, operators are wielding some creative new sales strategies to attract new residents. But many are also sitting on a powerful and sometimes underutilized tool: their own dining programs. By investing in their dining programs and wowing residents and their families during the sales process, senior […]

Labor, Insurance, Marketing Put Senior Living Margins Under Post-Covid Pressure

As the senior living industry enters a post-Covid environment, rising expenses are hitting bottom lines and raising doubts about how quickly operators can recover financially. Labor was an ongoing concern, pre-pandemic. Now, hiring employees is the top challenge, and providers are competing against other industries for entry-level and skilled talent, face higher minimum wage floors, […]

Welltower CEO: We Are More Bullish Than Ever on Senior Housing, With Conditions From Double-Negative Cycle

With over $4 billion invested since the fourth quarter of 2020, Welltower (NYSE: WELL) has added a “Covid class” of assets and operators to its portfolio, positioning the company for future growth. The Toledo, Ohio-based real estate investment trust (REIT) has executed so many deals in part because the organization’s CEO, Shankh Mitra, hit the […]