The writing.
Always and only about senior housing. First published at Sophos Equities, republished here in full.
Contents
Five pieces, newest first. The cover story opens on the home page.
- Lender/Buyer Diligence “Seniors housing is a phenomenal investment space when done correctly. However, it is challenging to do back-of-the-napkin analysis that comes close to the actual valuation.”
- See that tape? Pull it all down. “It was never about the tape itself.”
- Apr 2024The Installations A series in three parts. “In response to many questions recently about what we do.”
- #1: Asset Mgmt Advisory (Operator Transitions)Apr 11, 2024“Partner with the wrong operator, and the real estate is impaired.”
- #2: Asset Mgmt Advisory (Data Insights)Apr 11, 2024“Death by data is common.”
- #3: Acquisition CriteriaApr 12, 2024“We’re on the market for two particular categories of senior housing assets.”
Chewing Glass + Staring into the Abyss
Sporadic notes from Scott, but always and only about senior housing.