Why Senior Living Market Conditions Put REITs in the Driver’s Seat for 2024

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 […]

The Hot Seat: Eric Mendelsohn, CEO and President, NHI

Eric Mendelsohn is CEO and President of National Health Investors (NYSE: NHI) a real estate investment trust with a portfolio that includes independent living, assisted living and memory care communities, among other property types. In this Hot Seat interview, Mendelsohn shares his love for playing in a garage jazz band, his biggest lesson in senior […]

New Demand Dynamics Could Alter Industry’s Assisted Living Vs. Independent Living Balance

This article is part of your SHN+ subscription During last week’s Q2 2023 earnings call, Brookdale Senior Living (NYSE: BKD) CEO Cindy Baier characterized the company’s focus on higher-acuity settings as a competitive differentiator. “Our diverse portfolio of communities, with a higher mix of assisted living and memory care, sets us apart from the industry, […]

NHI Grapples With Lingering Tenant Troubles With Eye on Future SHOP Growth

National Health Investors (NHI) is capitalizing on timely transactions, even as persistent challenges with some tenants continue to weigh on the company’s balance sheet. That said, management of the Murfreesboro, Tenn.-based real estate investment trust (REIT) said they see plenty of future upside in senior living, even with a potentially bumpy road ahead still left […]

NHI Off to ‘Great Start’ in Q1 Despite Tempered Expectations for New SHOP Segment

National Health Investors (NYSE: NHI) started the year strong with a relatively muted rate of new rent deferrals and limited rent concessions and deferral payments, according to CEO Eric Mendelsohn. That said, the company still has some soft spots in need of improvement, namely its burgeoning senior housing operating (SHOP) segment, which saw continued pressure […]

REITs Seek More Control Over Senior Living Operations in Quest for Margin

Over the past week, executives with publicly traded senior living companies outlined their latest earnings reports. They all see a long runaway ahead for occupancy and NOI growth — the trick will be getting there. A general theme has emerged in recent quarters: Executives see the senior living industry perched at a crossroads between today’s […]

NHI CEO: New Senior Living SHOP Segment a Big Growth Opportunity Despite ‘Disappointing’ Q4 Performance

National Health Investors (NYSE: NHI) reported “disappointing” results for its newly formed senior housing operating portfolio in the fourth quarter of last year, but CEO Eric Mendelsohn is still optimistic about the company’s next chapter. Giving him confidence is the fact that the company has assembled its ideal portfolio of senior living communities, setting the […]

‘Embrace the Evolution’: Discovery Launches Experiential Senior Living Brand Choreograph With Boomers in Mind

Discovery Senior Living is catering to the evolving preferences of the incoming baby boomer generation with a new brand of experience-focused communities called Choreograph. As planned, Choreograph communities will focus on experiences it can curate for residents. For example, the Bonita Springs, Florida-based company is opening a new community near the University of Florida in […]

NHI Continues to Unload Underperforming Assets, Focus on Return to Growth

By Amy Stulick National Health Investors Inc. (NYSE: NHI) teased more investment activity before the end of the year, as the company seeks to take advantage of a normalizing seller’s market. NHI CEO Eric Mendelsohn said the Murfreesboro, Tenn.-based real estate investment trust (REIT) is targeting another $50 million to $60 million in additional asset […]