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...
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...
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....
July 1, 2025 – 60 Seconds with Swett: M&A Activity Tops 350 Deals in H1:25 Q2 2025 saw 176 announced deals, bringing the first-half total to 355—on pace to match 2024’s record 716. But U.S. deal volume dipped to 129, signaling a possible slowdown. Still,...
June 24, 2025 – 60 Seconds with Swett: The Fight between Brookdale and Ortelius Both Brookdale and Ortelius Advisors claimed partial victory after ISS recommended shareholders vote for 2 of Ortelius’s 6 board nominees. ISS acknowledged Ortelius’s push for change...
June 17, 2025 – 60 Seconds with Swett: HUD’s Express Lane and M&A HUD launched an “Express Lane” for Section 232 loans, speeding up approvals for high-quality facilities and borrowers meeting strict criteria. With strong guardrails—like LTV caps, high DSC,...