NHI Nears End of Portfolio Optimization, Plans Return to Growth

With National Healthcare Investors’ (NYSE: NHI) year-long effort to optimize its portfolio nearly complete, the company is once again renewing its focus on growth in the future. The Murfreesboro, Tennessee-based real estate investment trust (REIT) made more progress pruning its portfolio in the second quarter of 2022 and bringing new operators into the fold, and […]

Industry Moving Too Slowly to Meet Middle-Market

The senior living industry is on track to be “crushed” by middle-market demand. Those are the words of Innovation Senior Living CEO Pilar Carvajal, who spoke with me for the Senior Housing News Transform podcast in May. “It’s actually an opportunity of a lifetime that I don’t know if our industry is going to be […]

Bickford, Merrill Gardens, New Perspective Leaders Envision ‘Transformational Change’ for Senior Living Industry

Leaders of Bickford Senior Living, Merrill Gardens and New Perspective agree: the senior living industry is in need of “transformational change” in the years to come. Looking across the senior living industry today, they see many opportunities for change, from solving workforce challenges to finding new and better ways to care for residents amid the […]

A New Senior Living Operating Model Comes Into View After 2 Years of Disruption

Senior living operators have been enacting changes in operations since the Covid-19 pandemic began, but some adaptations have been fleeting while others have proven longer-lasting.  Recent conversations with several executives — including with large providers such as Brookdale, Frontier and Senior Lifestyle — highlight that operators now have committed to new practices across essentially every […]

Cogir USA CEO Eskenazy: Senior Living Providers No Longer ‘Hiding’ Health Care, to Industry’s Benefit

Cogir Management USA is in growth mode, undertaking its first ground-up development project and also acquiring new buildings, all while enhancing and highlighting its approach to care.  In fact, CEO David Eskenazy believes that one positive legacy of the Covid-19 pandemic is that providers are no longer trying to hide their health care capabilities from […]

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 […]

Senior Living Providers, Investors Must Heed Early Warning on Oversupply

I did not expect potential senior housing oversupply to be a hot topic at the National Investment Center for Seniors Housing & Care (NIC) conference last week, but I also was not surprised by the concerns. I did not anticipate this would be a hot-button issue because high material costs, construction industry labor pressures and […]

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 […]