Brookdale Senior Living has more upside than other senior housing names, largely because of its leverage, and is cheap because near-term numbers disappoint. Those numbers are getting back on track. @thecontracap counters that the new CEO over-promised near term and results look messy. x.com  x.com  x.com 

Aging demographics are already delivering senior-housing pricing power for Welltower and Chartwell. Welltower's Q3 senior housing NOI rose 21%, occupancy gained 320 basis points and FFO grew 24.6%; guidance was raised again. x.com 

Welltower's risk/reward looks poor at almost 70 times forward earnings, even though senior-housing demand is rising while supply is not. x.com 

Strawberry Fields REIT is the VICI of healthcare REITs, and its discount to peers is irrational. It trades at 9.5 times versus 12–15 times for peers despite 150 skilled nursing assets, 100% rent collection for more than eight straight years and the sector's lowest payout ratio. It has delivered 26% annualized returns since listing. x.com