Ongoing concerns over pandemic recovery leads to NHI, Omega, Sabra downgrades from Mizuho
By
Amy Novotney
Jan 14, 2021
An analysis released Wednesday from investment banking firm Mizuho Securities USA includes a downgrade of real estate investment trust National Health Investors to “underperform” from “neutral.”...
Pandemic likely to force operators to reexamine paths toward profitability
By
Amy Novotney
Apr 29, 2020
The pandemic is upending the seniors housing industry and causing baby boomers to rethink how they want to live out their retirement years, according to a Commercial Observer article Tuesday.
Toledo, OH-based real estate investment trust Welltower announced Friday that occupancy within its seniors housing operating portfolio has fallen by 1.2% since March 27, declining from a rate of 85.4%...
More than half of senior living executives expect a permanent increase in expenses due to COVID-19: survey
By
Amy Novotney
Sep 21, 2020
Every aspect of the senior housing sector has been affected by the COVID-19 pandemic, leaving many executives and investors with a less favorable short-term view of the industry than in past years. That’s...
Vaccine priority may not be enough to boost senior living occupancy: speakers
By
Amy Novotney
Dec 14, 2020
Even as the first doses of a COVID-19 vaccine are set to be administered this week, many in the senior living industry are predicting a long, dark winter ahead, with continuing occupancy and move-in rate...
Ensign Group has strong first quarter; National Health Investors withdraws guidance
By
Amy Novotney
May 13, 2020
San Juan Capistrano, CA-based Ensign Group reported a nearly 30% quarter-over-quarter increase in its per-share earnings, according to information discussed during the firm’s 2020 first-quarter earnings...
Analysts mull recovery prospects for seniors housing REITs
By
Amy Novotney
May 18, 2020
A week after the sector’s largest companies reported first-quarter earnings, several analysts have shared their views on how healthcare real estate investment trusts are faring amidst the ongoing COVID-19...
Move-in acceleration within seniors housing at highest level since late March: NIC survey
By
Amy Novotney
Jul 14, 2020
Pent-up demand from residents and families as well as the easing of COVID-19-related move-in restrictions freeing up a backlog of pre-pandemic planned move-ins has pushed move-in acceleration to its highest...
Acquisitions more likely than new developments as operators emerge from pandemic: speakers
By
Amy Novotney
Feb 03, 2021
More than 10 months into the COVID-19 pandemic, senior housing investors are more interested in prioritizing acquisitions above new developments as the uncertainty of the market continues. That’s according...
Pandemic causing less disruption in occupancy rates among CCRCs compared with non-CCRCs: report
By
Amy Novotney
Jun 05, 2020
Although the pandemic has slowed the pace of move-ins for all seniors housing and care communities, continuing care retirement communities seem to be outliers. These settings generally have been experiencing...