Ventas (NYSE:VTR) has a “several hundred million dollar” net operating income opportunity right in front of it — provided the company can reach its pre-pandemic…
Posts published in “Ventas”
Investment firm Land & Buildings has once again expressed displeasure over the performance of Ventas (NYSE: VTR) and its senior living portfolio. In an open…
This article available as part of your SHN+ membership Operator transitions have been making headlines over the last few weeks, with many of the handovers…
Gardant Management Solutions is growing its presence in the Midwest with the addition of 25 communities to its senior living portfolio. The newly added 25…
Ventas (NYSE: VTR) is transitioning operations of 26 previously troubled communities in three states to three new operators, the company announced Tuesday. All three are…
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…
This article is a part of your SHN+ membership Earlier this spring, I received a LinkedIn message related to the future of the TPG/Sabra Healthcare…
About a month ago, Sodalis Senior Living got a shout-out during the Q1 2023 earnings call for Ventas (NYSE: VTR). Sodalis was one of the…
Higher-acuity senior living communities may have more to gain if home sales continue to slow down and decelerate the pace of move-ins across the country.…
This article is a part of your SHN+ membership For more than three decades, Watermark Retirement had never been replaced by a different management company.…
With year-over-year margin growth of 200 basis points in its senior housing operating portfolio (SHOP), Ventas (NYSE: VTR) is taking advantage of market forces to…
Activist shareholder Land & Buildings is still not pleased with Ventas (NYSE: VTR) more than a year after first taking aim at the company’s leaders…
Some months back, a group of Priority Life Care employees created a burner email address and emailed Sevy Petras, the company’s chief executive. In the…
Ventas (NYSE: VTR) on Friday announced that it intends to take ownership of the collateral that supports its approximately $486 million cash-pay mezzanine loan to…
Self-managing certain senior living assets is currently out of the question for Ventas (NYSE: VTR), according to CEO Debra Cafaro. Late last year, fellow real…
This article is a part of your SHN+ membership Brookdale Senior Living (NYSE: BKD) and Pennant Group (Nasdaq: PNTG) held their earnings calls in the…
This article is a part of your SHN+ membership Over the past week, executives with publicly traded senior living companies outlined their latest earnings reports.…
Favorable supply-demand dynamics are creating a “multi-year window” with which to regain occupancy and elongate margins, according to Ventas (NYSE: VTR) CEO Debra Cafaro. In…
This article is a part of your SHN+ membership Margin compression is forcing senior living providers to reconsider some of the most fundamental aspects of…
Brookdale’s Bounceback Shows Senior Living Industry On Wild Ride in 2023
This article is a part of your SHN+ membership As 2023 enters its second quarter, the year is shaping up to be a rollercoaster ride…