In the Pipeline: The Arbor Co. Expands with Luxury Project; Solera Senior Living Expands Maryland Community

In the Pipeline is brought to you by the Senior Housing News Architecture & Design Awards, an annual competition that recognizes cutting-edge design, excellence, and innovation in senior living. Construction: Planned The Arbor Company announces new luxury project The Arbor Company with Braemar Partners recently announced plans for a new senior living community that is […]

Welltower Sees Momentum on Margins as Self-Managed Platform Plans Become ‘More Tangible’

With strong senior housing portfolio performance in recent quarters, and plans to launch its self-managed operating platform later this year, leaders at Welltower (NYSE: WELL) expect momentum to carry the company forward in 2023. The Toledo, Ohio-based REIT reported total portfolio NOI growth of 11% compared with the first quarter in 2022, a result that […]

Welltower Touts Progress on Holiday by Atria Portfolio, Details CapEx Plans

Leaders with Welltower (NYSE: WELL) have shared progress and new improvement plans for the company’s legacy Holiday Retirement portfolio, now operating under the brand name Holiday by Atria. In 2021, Welltower bought 86 properties that Holiday Retirement formerly owned and self-managed in conjunction with Atria’s acquisition of the company’s management services. At the time, the […]

The Case For and Against a Brookdale Sale

Last week ended with the news that Brookdale reportedly is considering a sale of the company. A Brookdale sale would radically change the senior living industry. But such a transaction would not be a shock, considering how many times in the past the Brentwood, Tennessee-based company has appeared ready to change hands. And those past […]

Interest Rates to Pose Continuing Headwind as Welltower Looks Toward Growth in 4Q22

Rising interest rates and continued expense pressures are complicating the future visibility of Welltower’s (NYSE: WELL) fourth quarter earnings. Welltower management noted in a business update Tuesday that the company’s expected fourth-quarter 2022 funds from operations (FFO) per share are expected to see a new headwind of roughly three cents per diluted share headwind as […]

New Largest Providers List Shows a Senior Living Industry in Flux

Brookdale Senior Living (NYSE: BKD) is still the nation’s largest senior living operator — but others are catching up, as the industry is still rife with disruption, according to Argentum’s 2022 Largest Providers Report. The report, released Wednesday, was compiled in partnership with real estate finance firm Lument. It ranks U.S. senior living operators in […]

Holiday CEO Donohue Exits, Portfolio Rebranded as Holiday by Atria

About one year after Atria Senior Living acquired the management services business of independent living giant Holiday Retirement, Lilly Donohue has stepped down as Holiday CEO and exited the company. Holiday Retirement also has been rebranded as Holiday by Atria, with a new website recently unveiled. “The relationship between Lilly and Atria and the new […]

NHI Reaches Settlement in Welltower Suit, Deepens Ties to Discovery Senior Living, Merrill Gardens

National Health Investors (NYSE: NHI) has cleared a hurdle in its effort to transform its senior housing portfolio into a “jewel box” and reached a new company milestone in the process. The company this week announced it had reached a settlement agreement with Welltower (NYSE: WELL) over litigation filed late last year. In its initial […]

NHI, Welltower Reach Agreement in Suit Over Legacy Holiday Portfolio

National Health Investors (NYSE: NHI) has reached a memorandum of understanding with  Welltower (NYSE: WELL) over litigation filed late last year. NHI in December filed a lawsuit in the Delaware Court of Chancery against Welltower and certain of its subsidiaries. The Murfreesboro, Tennessee-based company initially alleged that Toledo, Ohio-based Welltower did not honor certain legal […]