NHI Expects to Accelerate Growth in 2024, Investment Outlook Remains ‘Very Favorable’

It’s shaping up to be an active investment year in 2024 for companies like National Health Investors (NYSE: NHI), according to CEO Eric Mendelsohn. Though the company did not announce sizable new investments or outline a granular strategy for the year ahead, Mendelsohn noted that the company’s leaders are growing “more optimistic” about its investment […]

Why Senior Living Companies Must Take More ‘Intelligent Risks’ in 2024

While conditions for senior living mergers and acquisitions could thaw this year, many senior living providers could remain at the mercy of the capital markets in the near-term. As optimism abounds, lurking debt maturities in the industry could pose a challenge to future prosperity. That’s according to financial experts who participated in a National Investment […]

What’s Behind Recent Senior Living Margin Expansion – And What Lies Ahead

This content is available as part of your SHN+ membership Third quarter earnings calls highlighted the pain to be inflicted by “higher for longer” interest rates, but the calls also revealed positive trends related to the improving operating environment for senior living. In particular, leaders with Welltower (NYSE: WELL), Ventas (NYSE: VTR) and Brookdale (NYSE: […]

Why Senior Living Market Conditions Put REITs in the Driver’s Seat for 2024

This content is available as part of your SHN+ subscription We might be entering a golden age for senior housing REITs, judging by what the top leaders of Welltower (NYSE: WELL) and Ventas (NYSE: VTR) had to say during their companies’ most recent earnings calls. The senior living industry is entering a new period of […]

The Hot Seat: Eric Mendelsohn, CEO and President, NHI

Eric Mendelsohn is CEO and President of National Health Investors (NYSE: NHI) a real estate investment trust with a portfolio that includes independent living, assisted living and memory care communities, among other property types. In this Hot Seat interview, Mendelsohn shares his love for playing in a garage jazz band, his biggest lesson in senior […]

New Demand Dynamics Could Alter Industry’s Assisted Living Vs. Independent Living Balance

This article is part of your SHN+ subscription During last week’s Q2 2023 earnings call, Brookdale Senior Living (NYSE: BKD) CEO Cindy Baier characterized the company’s focus on higher-acuity settings as a competitive differentiator. “Our diverse portfolio of communities, with a higher mix of assisted living and memory care, sets us apart from the industry, […]

NHI Grapples With Lingering Tenant Troubles With Eye on Future SHOP Growth

National Health Investors (NHI) is capitalizing on timely transactions, even as persistent challenges with some tenants continue to weigh on the company’s balance sheet. That said, management of the Murfreesboro, Tenn.-based real estate investment trust (REIT) said they see plenty of future upside in senior living, even with a potentially bumpy road ahead still left […]

NHI Off to ‘Great Start’ in Q1 Despite Tempered Expectations for New SHOP Segment

National Health Investors (NYSE: NHI) started the year strong with a relatively muted rate of new rent deferrals and limited rent concessions and deferral payments, according to CEO Eric Mendelsohn. That said, the company still has some soft spots in need of improvement, namely its burgeoning senior housing operating (SHOP) segment, which saw continued pressure […]

REITs Seek More Control Over Senior Living Operations in Quest for Margin

Over the past week, executives with publicly traded senior living companies outlined their latest earnings reports. They all see a long runaway ahead for occupancy and NOI growth — the trick will be getting there. A general theme has emerged in recent quarters: Executives see the senior living industry perched at a crossroads between today’s […]