At the last NIC in Dallas, I caught up with an owner/operator of mid-market seniors housing. He has successfully made the transition from owning and operating hotels to assisted living and memory care. We talked a bit about his hotel business … Continue reading “Oversupply”
McKnight’s is a leading skilled nursing industry news source that I’ve written for in the past. This is my first guest column since moving to the REIT side of the business. We meet with investors and analysts a lot and one … Continue reading McKnight’s Guest Column: Bundled Payments
If you invest in skilled nursing operators or real estate, you’ve seen the almost automatic drop in stock prices with every new “headwind” headline. And, they come frequently. Most recently: RAC Audits, CJR, Bundled Payments, DOJ Investigations. I gotta admit, it’s … Continue reading On Skilled Nursing Headwinds & Tailwinds
I just finished a two-day non-deal roadshow. Princeton, Philly, and Boston. Now headed south for a property tour of a couple buildings we have under contract. As usual, the insititional investors we met with were impressive. Everyone has their investment … Continue reading Investing in Skilled Nursing – The Basics
I just thought of a scene from Dances With Wolves. Not because it takes place at “Fort Sedgwick” — though can there be a better reason? Not, because it inspired me to write this. But, because it’s been too long … Continue reading Why Don’t He Write?
It’s hard to put in words what the last 12.5 years at The Ensign Group have meant to me (though I’ve tried many times to share bits and pieces on this blog) … 20 days ago, Ensign completed the spin-off of its … Continue reading CareTrust REIT