The new top leader of Brookdale Senior Living (NYSE: BKD) is taking the company in a “far more offensive” direction while consolidating its regional leadership structure and further tilting toward ownership of the communities it manages. Nick Stengle, who ascended to the CEO role of Brookdale in October, said that the Brentwood, Tennessee-based senior living […]
Omega Healthcare Investors (NYSE: OHI) anticipates that 2026 will include “a decent amount of” U.S.-based senior living transaction opportunities “predominantly in a non-triple-net [lease] format,” according to Chief Investment Officer Vikas Gupta. Gupta made the comments during Friday’s third-quarter earnings call. Omega completed $1.1 billion in new deals year-to-date in 2025 including skilled nursing and […]
This story is part of your SHN+ subscription Health care-focused real estate investment trusts (REITs) are placing increasingly large bets on senior living with an eye on demand ahead. It’s a strategy that is reshaping the industry. Days ago, leaders with Welltower (NYSE: WELL) announced a “transformative” shift toward senior living with a $14 billion […]
Senior housing now makes up about half of net operating income at Ventas (NYSE: VTR), and the company is building on its momentum to reap demand in the next decade. The Chicago-based real estate investment trust (REIT) has since the middle of 2024 completed $4.1 billion in senior housing investments. Thanks to those and other […]
Brookdale Senior Living continues to prune its senior living assets with a goal of reducing its portfolio to 550 communities by the middle of next year, according to Chief Financial Officer (CFO) Dawn Kussow. During the 2025 Global Health Care Conference by Jefferies, Brookdale leaders outlined plans to alter the size of the company’s senior […]
Gains in occupancy and resident rates are bolstering the fortunes of senior living operators in Canada, mirroring conditions that boosted the country’s industrial sector about a decade ago. In recent years, REITs such as Welltower (NYSE: WELL) and Ventas (NYSE: VTR) have made sizable portfolio plays in Canada, deploying billions of dollars there. Collectively, U.S.-based […]
This story is part of your SHN+ subscription Data is a cornerstone of quality senior living operations in 2025. But that doesn’t mean data is a panacea for operators, either. Within a senior living community, there are numerous data points that operators can pin to a dashboard, from occupancy and net move-ins to expenses per […]
Canadian real estate development firm Groupe HD has launched a new business line focusing on the development of multiple senior living projects. In the announcement, Groupe HD’s motivation for entering senior living in Canada stems from strong demand for senior living in “safe, high quality and well-adapted living environments” for older adults. The new senior […]
Senior living operators and their ownership groups may still have opportunities to increase pricing as development rates deplete new supply. This scarcity will give providers more pricing power, according to Ventas (NYSE: VTR) Executive Vice President, Senior Housing Justin Hutchens. “Pricing opportunity goes up as scarcity goes up, which is very logical,” Hutchens said during […]
Third-party senior living operator and consulting company Health Dimensions Group (HDG) has exceeded the 50-community mark thanks to new relationships with two national REITs. Now at 52 communities primarily in the U.S. Midwest, the Minnetonka, Minnesota-based senior living provider has grown its management portfolio rapidly in the last 12 months. The company is expanding relationships […]
