Category Archives: ALR

AlerisLife Inc. (ALR) 22Q3 Update

Posted on November 16, 2022 by Stephen Percoco

AlerisLife reported a 22Q3 net loss of $8.5 million or $0.27 per share, better than the 22Q2 loss of $8.8 million or $0.28 per share and the 21Q3 loss of $10.2 million or $0.32 per share.  I had estimated a … Continue reading →

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Diversified Healthcare Trust (DHC) 22Q3 Update

Posted on November 16, 2022 by Stephen Percoco

22Q3 GAAP loss was $0.34 per share and normalized FFO was –$0.06 per share, below my forecast of ‑$0.23 and +$0.01, respectively.  The Office Portfolio met expectations, but Senior Housing Operating Portfolio (SHOP) results were disappointing as improved occupancy and … Continue reading →

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Diversified Healthcare Trust (DHC) 22Q2 Update

Posted on August 15, 2022 by Stephen Percoco

22Q2 GAAP loss was $0.46 per share and normalized FFO -$0.04 per share, below my forecast of -$0.42 and +$0.01, respectively.  The Office Portfolio disappointed again, raising concerns about declining occupancy.  Senior Housing Operating Portfolio (SHOP) results met expectations.

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AlerisLife (ALR) 22Q2 Update

Posted on August 12, 2022 by Stephen Percoco

AlerisLife reported a 22Q2 net loss of $8.8 million or $0.28 per share, better than the 22Q1 loss of $9.7 million or $0.31 per share and the 21Q2 loss of $12.3 million or $0.39 per share.  I had estimated a … Continue reading →

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DHC 22Q1 Update

Posted on May 16, 2022 by Stephen Percoco

22Q1 In Line with Expectations.  Maintaining Performance Rating and Price Target. 22Q1 GAAP earnings were $1.01 per share and normalized FFO –$0.09 per share, in line with my expectations of $1.04 and –$0.06.  Excluding a $327.8 million gain on the … Continue reading →

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AlerisLife (ALR) 22Q1 Update

Posted on May 12, 2022 by Stephen Percoco

22Q1 Loss of $0.30 in Line with Expectations; Katie Potter Steps Down as CEO; ALR Hires Alvarez & Marsal to Conduct a Comprehensive Operational Review AlerisLife reported a 22Q1 net loss of $9.7 million or $0.31 per diluted share, slightly … Continue reading →

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AlerisLife (ALR) 21Q4 Update

Posted on April 1, 2022 by Stephen Percoco

Lowering Estimates and Safety Rating, Withdrawing Performance Rating and Price Target AlerisLife Inc. (ALR), formerly known as Five Star Senior Living, reported a fourth quarter net loss of $10.7 million or $0.34 per share, slightly worse than the third quarter’s … Continue reading →

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