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Awesome to hear from an operator. Thank you very much.
While NOI and cap rate are still the key metrics, you want to look into their composition. I'd say it's closer to hospitality since your operating expense and leverage is going to be a big driver of any profits. It's not a traditional residential buildings where you have to take care of maintenance and leasing, there is so much more going on.
Liquidation value: how much would the nursing home be worth if governor Cuomo kills all the residents with a virus and no one lives there anymore
hilarious!
Maybe this VIC pitch for Ensign group in 2014, which I believe was an assisted living-related stock can help:
https://www.valueinvestorsclub.com/idea/ENSIGN_GROUP_INC/1874586532
thank you very much
You are welcome. Good luck. :) best wishes
More with SNFs, but also the census mix is important (proportion of patients who have regular insurance, Medicare, Medicaid, etc.).
Thanks for the answer. Can you elaborate on the census mix and what those are if you wouldn't mind?
He defines it in the comment. It’s the payor mix
You value it based on payer mix? What?
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