60 Seconds with Swett: SNFs Get a Boost from CMS
July 29, 2025 – 60 Seconds with Swett: SNFs Get a Boost from CMS CMS finalized a 3.2% SNF PPS rate hike for FY2026, raising payments by $1.16B—less than last year but above initial proposals. States are also adjusting Medicaid rates to better reflect SNF...
60 Seconds with Swett: Welltower Continues To Climb
July 29, 2025 – 60 Seconds with Swett: Welltower Continues To Climb Welltower hit a record $165.87/share, pushing its market cap past $100B—the first in the industry. Q2 results impressed, with occupancy up 420 bps YoY to 88.8% and SHOP NOI rising 23.4%. A 10.4%...
60 Seconds with Steve: What Do People Really Think?
July 22, 2025 – 60 Seconds with Steve: What Do People Really Think? At our Q2 2025 webinar, 82% of attendees preferred buying over building despite aging inventory. Labor scarcity (48%) topped workforce concerns, while 50% cited cost as the main reason seniors...
60 Seconds with Steve: Brookdale Senior Living, What’s Next?
July 15, 2025 – 60 Seconds with Steve: Brookdale Senior Living, What’s Next? Brookdale shareholders rejected Ortelius’s nominees, sticking with current leadership amid occupancy gains. Some see missed opportunities for new expertise. Share price hopes vary, but...
60 Seconds with Swett: The Great Debates of Senior Care
July 8, 2025 – 60 Seconds with Swett: The Great Debates of Senior Care Join us next Thursday at 1pm ET for our Second Quarter Investor Call, sponsored by Ziegler, featuring The Great Debates of Senior Care—tackling hot topics like demand, cap rates, build vs....Schedule a demo
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