NHI Operating Partners Grapple With Community Transitions, Muted Summer Selling Season 

National Health Investors (NYSE: NHI) is pushing through growing pains as its leaders continue to build out the company’s senior housing operating portfolio (SHOP). The Murfreesboro, Tennessee-based real estate investment trust’s SHOP performed below management’s expectations in the third quarter of 2026, according to CEO Eric Mendelsohn.   The operators in the 15 communities in […]

Senior Living Dealbook: Agemark Expands California Presence; Charter Grows with Ventas 

Transactions Agemark expands California presence Agemark Senior Living has expanded its presence in Northern California after it acquired River’s Edge Senior Living, a senior living community located in Sacramento. Agemark acquired the community alongside a group of investors and will assume ownership and operations while retaining the River’s Edge Senior Living name, a press release […]

American Healthcare REIT Sets Bar Higher for SHOP to Fuel Next Growth Stage

Leaders with American Healthcare REIT (NYSE: AHR) believe lower reliance on rent concessions, stronger pricing dynamics and selective acquisition opportunities could fuel the company’s next stage of growth. The Irvine, California-based real estate investment trust reported third quarter senior housing operating portfolio (SHOP) same-store net operating income (NOI) growth of 28.2%, up from 20.5% in […]

Brookdale Senior Living Revamps Sales Strategy to Accelerate Slower-Than-Expected Occupancy Gains 

Brookdale Senior Living (NYSE: BKD) continues to work to turn a year of organizational changes into stronger performance growth, following a summer selling season that fell short of leadership’s expectations. “This is an enduring way forward as opposed to a one-off thing,” Brookdale Senior Living CEO Nick Stengle said during Friday’s third-quarter earnings conference call. […]

National Healthcare Properties Continues to Trade Medical Facilities for Senior Housing  

National Healthcare Properties (NYSE: NHP) is exiting the outpatient medical facility business and expanding into senior housing. Leaders with the New York City-based real estate investment trust (REIT) previously announced the sale of 86 outpatient medical facilities for approximately $528 million. The company sold 30 outpatient medical facilities in September, and leaders expect deals covering […]

LTC Properties ‘Buying Future Growth’ With Nearly $1B in Senior Housing Deals This Year

LTC Properties (NYSE: LTC) is approaching $1 billion in senior housing acquisitions in 2026, with leaders betting that pricing power and a widening operator network will support the company’s next phase of growth. Leaders with the Westlake Village, California-based real estate investment trust (REIT) have worked this year to grow the company’s senior housing operating […]

Omega Healthcare Eyes ‘Strong’ Growth Pipeline With RIDEA Opportunities Ahead 

Leadership at Omega Healthcare Investors (NYSE: OHI) sees expanding senior housing as a way to continue growing through the remainder of 2026 and 2027. The Hunt Valley, Maryland-based real estate investment trust (REIT) completed $181 million worth of investments in the third quarter, $167 million of which were acquisitions and the remaining $14 million were […]

Diversified Healthcare Trust Ups Senior Housing Guidance With SHOP Leading the Way

Leaders with Diversified Healthcare Trust (NASDAQ: DHC) are raising the company’s outlook for its senior housing operating portfolio (SHOP) as its operating partners continue to improve performance. Average occupancy of the company’s SHOP segment was 84.4% in the third quarter of 2026, representing an increase of 130 basis points versus the second quarter of this […]

Janus Living More Than Doubles Senior Housing Portfolio with More Acquisitions to Come 

Leaders with Janus Living (NYSE: JAN) have more than doubled the company’s senior housing portfolio in the last 12 months with more growth ahead. Denver-based Janus Living leaders have in 2026 closed on $2.9 billion in acquisitions, with a focus on single-site and small portfolios of communities, according to President and CEO Scott Brinker. Over […]