Coffee shop: Let’s not put a clean-ish surface anywhere in this bathroom. Me: This looks like a nice precarious coat hook for my laptop that houses my entire professional existence.

Maybe we can talk the senior housing conferences down in price. I’d kill for $800 tickets. Shane Connor 😭

$WELL and $VTR with the rest of senior housing institutional investors. Will let you figure out who is who.

Might be starting a senior housing poker night in NYC. What do you think Shane Connor ?

Briefly had an asset management client who absolutely did not understand this. It boils down to this - do you want to lease apartments at market rate and cry when you do, or sit on a vacant building? Your basis has nothing to do with the rents.

If you own a nursing home, assisted living, senior housing, independent living, or any healthcare facility, you should belong to the local Facebook group. Two to three times a week, someone will ask for advice on a place for their loved one. You can see the feedback that people

If you want to accuse a system please look at the data, not one person. This is ASHA's 2024 survey of all senior housing (AL only). The lady in the quote is well into the top 10%. Families need to be able to account for the care that is pushing their costs higher.

Sometimes I hate that all my posts are “X…but senior housing.” However, here we go. Imagine if we could do this for senior housing! Beautiful buildings to grow old/wise in. But alas, we have an affordability problem. 🏛️

If only…

People ask about my background. I try to explain the range of my original “business optimization analyst” role. Well, it included designing one of these with a Porsche racing team. Welcome to senior housing. 😂