How Data Differentiates Good from Great Senior Living Providers

This article is part of your SHN+ membership The need to improve operations is driving all that senior living operators do as they pivot to the offensive.  One big pressure point is the need to do more with less. In 2024, operators are living that mantra in a variety of ways, from maintaining staffing expenditures […]

After $350M in Investments in 2024, Ventas Readies More Senior Housing Expansion

Ventas (NYSE: VTR) is looking ahead with a pipeline full of potential acquisitions in senior living after a strong quarter for its senior housing operating portfolio. Strong supply-demand dynamics have pushed occupancy gains higher for the Chicago-based real estate investment trust’s (REIT) senior housing operating portfolio (SHOP), which includes 570 properties. Move-ins across the segment […]

Heavyweight Health Care Investor Steps Up to Change Senior Living’s Business Model

This article is available as part of your SHN+ membership In recent years, deep-pocketed companies, mainly REITs, have put considerable capital behind plans to reshape how senior living owners and operators work together. Yesterday, I caught wind of another such company: SPHERE (Strategic Public Health Equities and Real Estate) Investments. The investor – which has […]

Welltower, Brookdale, Ventas Execs: Industry at Occupancy Inflection Point, Could Alter Pricing Dynamics

This article is available as part of your SHN+ membership Industry heavyweights Welltower (NYSE: WELL), Ventas (NYSE: VTR) and Brookdale (NYSE: BKD) have now reported their Q423 and full-year results, and some themes and trends have emerged. The news is generally positive for the state of the industry, with leaders from all three companies zeroing […]

Ventas CEO: We Have ‘Line of Sight’ on More Than $300M in Senior Housing Deals

Ventas (NYSE: VTR) is gearing up for an active investment year ahead, with a “line of sight” on more than $300 million of senior housing deals this year, according to CEO Debra Cafaro. Last year, the Chicago-based real estate investment trust (REIT) raised more than $4 billion amid what Cafaro called “the most favorable supply […]

Top Senior Housing Trends for 2024

A new year always brings new challenges and opportunities. In 2024, the senior living industry will have plenty of both. The senior living sector endured a hard year in 2023, starting with multiple stories of operators shutting down or in distress, and ending with assisted living being slammed in the recent Washington Post series. But […]

Why Senior Living Operators’ ‘Real Test’ in Occupancy is Soon to Come

This story is available as part of your SHN+ membership Senior living operators are especially optimistic about the prospect of further occupancy growth in the coming year, at least according to their public comments. But as promising as 2024 seems, I think senior living operators still have a substantial hill left to climb and therefore […]