With millions of baby boomers reaching retirement age, an evolving landscape for pricing, a red-hot labor market and the looming potential for multiple avenues of disruption, it’s clear the senior living industry faces a new chapter. All of those forces will shape the industry for years to come, requiring that investors, owners and operators be […]
Real estate investment trust Welltower (NYSE: WELL) made headlines last week with the official introduction of its new middle-market brand, welltowerLIVING. On Monday, Welltower CEO Tom DeRosa provided additional insight into how the plans for welltowerLIVING fit into a larger strategy to create senior living options for the vast cohort of aging middle-income baby boomers. […]
Frontier Management hit an important milestone last year: its 100th community. While the Portland, Oregon-based senior living operator had been on an upward growth trajectory, its portfolio expanded rapidly last June with the addition of 20 memory care communities owned by real estate investment trust Welltower (NYSE: WELL) and formerly operated by Silverado. Now — […]
Faced with the realization that a “pivot to growth” of its senior housing operating portfolio (SHOP) will not happen in 2020, Ventas (NYSE: VTR) on Thursday announced a strategic plan to turn around the struggling segment. Notably, Ventas hired Justin Hutchens to head its senior housing division. The industry veteran stepped down last week as […]
With a two-year of restructuring its portfolio and operations almost complete, Brookdale Senior Living (NYSE: BKD) believes it now has the foundation in place to generate consistent and sustained growth. In fact, the company’s 2020 guidance anticipates adjusted EBITDA to grow on a year-over-year basis for the first time since the Emeritus merger in 2015. […]
Senior living providers that are waiting for an influx of aging baby boomers to solve current industry headwinds and operational challenges are setting themselves up for failure. Instead, providers need to be pushing to innovate and create “unique and differentiated” housing options that will appeal to future consumers, according to Robb Chapin, partner and CEO, […]
The Springs Living is careful to maintain its quality as it grows. With an established foothold in the Pacific Northwest, The Springs Living Founder Fee Stubblefield is currently focused on how the senior living industry can do a better job of helping operators and capital providers strike a balance between growing and still maintaining operational […]
Buoyed by solid quarterly earnings, executives with Welltower (NYSE: WELL) on Thursday touted that the company’s ambitious strategy is paying off. With regard to senior housing, CEO Tom DeRosa indicated that the industry at large is still working from an old playbook that will not produce satisfactory results in future years, and Welltower is writing […]
About 10 miles north of downtown Dallas sits a campus of buildings, walking paths and impeccable landscaping anchored around a five-acre pond. The connection of the buildings to the natural elements of the campus evokes a sense of tranquility and respite from the bustling Dallas-Fort Worth Metroplex. This is the T. Boone Pickens Hospice and […]
Private equity investment in senior housing has gained momentum over the last several years and could reach new heights in 2020 — which might spell trouble for the industry down the road. Specifically, some private equity funds may be coming to the space for the first time with unrealistic expectations, which could result in a […]
