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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. buy, and tech. Expect lively discussion, case studies, and audience input!

Transcript

Next week for our Second Quarter Investor Call, sponsored by Ziegler, we’ll be trying something different that is sure to be both entertaining and useful for our audience of operators, investors, brokers, lenders and everyone else. We’ll be tackling The Great Debates of Senior Care, covering some of the most important issues facing the industry. Like will we see a shortage of seniors housing units by 2030, or will consumer preferences and affordability limit future demand? Are cap rates currently too low and aren’t covering operating risk appropriately? Should you build or buy right now? What has been the most transformational new technology in seniors housing operations? And others. There will be some relevant case studies as well.

We are looking forward to the audience participating in these great questions, as well. So, register today, and we’ll see you next week on Thursday at 1pm ET.

60 Seconds with Swett Video overly for M&A activity in the first half of 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, strong Q3–Q4 activity and portfolio deals could keep the market healthy.

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 but questioned Brookdale’s board independence in the CEO search. The July 11 vote looms.

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, and no default history—this reform should streamline repeat-borrower deals.