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 […]
NHI
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 […]
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 […]
In 2018, Discovery Senior Living CEO Richard Hutchinson had a vision for the future of the company — and for the industry. Four years later, he is executing on that vision with major plans underway and new partners in tow. On Wednesday, the company announced a new recapitalization with Coastwood Senior Housing Partners and Lee […]
Over the past two weeks, executives of publicly traded senior living companies shared quarterly earnings results. I was particularly struck by the words of Welltower (NYSE: WELL) CEO Shankh Mitra, who called the company’s second-quarter results “mediocre at best.” We’re used to CEOs taking pains to stress the positives in earnings, and there were positives […]
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 […]
While occupancy gains remain steady for senior living as a whole, leaders with American Healthcare REIT and National Health Investors (NYSE: NHI) observe that in many ways — from occupancy recovery to dealmaking trends — the market is disjointed. The pace at which operators recover appears to be largely market-specific, with some senior living providers […]
National Health Investors. (NYSE: NHI) is making steady progress on its efforts to optimize its senior housing portfolio — and while there are still some pieces left to fall, the company’s leaders feel more confident about the road ahead this year. Although the company’s operating partners have some challenges left to work through — made […]
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 […]
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 […]