This story is part of your SHN+ subscription Earlier this week, Brookdale Senior Living (NYSE: BKD) declined to renew a master lease with landlord Ventas (NYSE: VTR) covering 120 communities. That’s notable news, but the details really caught my eye. Hours after Ventas’ initial announcement, Brookdale released its own statement noting that the portfolio generated […]
NHI
As the dust settles from the results of the 2024 general election, senior living advocates and organizations will be closely monitoring signals from the incoming administration of President-elect Donald Trump and 119th Congress. Trump officially secured Wisconsin’s electoral college votes, pushing him past the 270 required to win the White House. On Wednesday the senior […]
This story is part of your SHN+ subscription. Another REIT has joined the RIDEA bandwagon. During a third quarter earnings call on Oct. 29, LTC Properties (NYSE: LTC) CEO Wendy Simpson said she was a “new convert” of the RIDEA operational structure. “For those of you who have followed us a long time, you know […]
LTC Properties (NYSE: LTC) CEO Wendy Simpson said she’s now a “new convert” of the RIDEA lease structure after years of being “anti-RIDEA,” with the real estate investment trust pivoting to conversions heading into 2025. During a call with investors and analysts covering third-quarter results, Simpson and Co-President and Chief Investment Officer Clint Malin outlined […]
This article is part of your SHN+ subscription Last week, Invesque (TSX: IVQ.U and IVQ) announced it is selling its interest in Commonwealth Senior Living and 20 communities managed by the operator. Invesque’s deal also follows two other sizable transactions: One from Brookdale Senior Living (NYSE: BKD) to acquire 41 communities it operates for $610 […]
This story is part of your SHN+ subscription Publicly traded senior living companies are readying vast sums to deploy in new growth ventures in 2024 and beyond. CEOs with companies including Welltower (NYSE: WELL), Ventas (NYSE: VTR) and National Health Investors (NYSE: NHI) laid out their companies’ respective plans and strategies during earnings calls in […]
It’s shaping up to be an active investment year in 2024 for companies like National Health Investors (NYSE: NHI), according to CEO Eric Mendelsohn. Though the company did not announce sizable new investments or outline a granular strategy for the year ahead, Mendelsohn noted that the company’s leaders are growing “more optimistic” about its investment […]
While conditions for senior living mergers and acquisitions could thaw this year, many senior living providers could remain at the mercy of the capital markets in the near-term. As optimism abounds, lurking debt maturities in the industry could pose a challenge to future prosperity. That’s according to financial experts who participated in a National Investment […]
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: […]
This content is available as part of your SHN+ subscription We might be entering a golden age for senior housing REITs, judging by what the top leaders of Welltower (NYSE: WELL) and Ventas (NYSE: VTR) had to say during their companies’ most recent earnings calls. The senior living industry is entering a new period of […]
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