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 Alzheimer’s Could Be Near Its ‘Magic Johnson Moment’ in Becoming Manageable Condition

When basketball legend Magic Johnson announced in 1991 that he had been diagnosed with HIV, the news carried the weight of a nearly certain death sentence. But of course, Johnson would be fortunate enough to survive until the advent of effective treatments, and he is living a full life three decades after his diagnosis. It’s […]

Angst and Opportunity: Nursing Home Upheaval Raises Stakes for Medicaid-Based Assisted Living

This content is available through your SHN+ membership Upheaval in the nursing home sector is increasing the need for Medicaid-based assisted living. This was one of the key takeaways from my meetings last week at the American Health Care Association/National Center for Assisted Living (AHCA/NCAL) annual conference in Denver. Given that AHCA is the largest […]

Early Indicators of Alzheimer’s Disease Discovered in Spinal Fluid Proteins

Proteins in cerebrospinal fluid can provide an early indication about the likelihood of future Alzheimer’s-related cognitive decline, according to recently published research findings out of Emory University in Atlanta. Individuals who know they have elevated levels of these proteins could pursue “diet or lifestyle interventions,” although the research team still does not know whether the […]

Economic, Operational Trends Add More Fuel to Active Adult Boom

This article available as part of your SHN+ membership All signs point to 2024 being another banner year for the growth in the active adult sector, judging by recent news. Among the active adult-related headlines and storylines from the last few weeks, a few featured Greystar. Thanks to its sizable active adult portfolio, the company […]

Wave of Operator Switches Points to Evolving Playbook for Senior Living in Smaller Markets

This article available as part of your SHN+ membership Operator transitions have been making headlines over the last few weeks, with many of the handovers involving properties serving middle-market consumers in secondary markets. The recently announced transitions include: The backstories behind these transitions vary, but many of the communities involved are serving a similar consumer […]

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, […]