Core Viewpoint - Brookdale Senior Living Inc. is set to release its second quarter 2025 financial results on August 6, 2025, followed by a conference call on August 7, 2025, to discuss the results [1][2]. Financial Results Announcement - The financial results for the second quarter of 2025 will be released after market close on August 6, 2025 [1]. - A conference call to discuss these results is scheduled for August 7, 2025, at 9:00 a.m. (ET) [2]. Conference Call Details - The conference call can be accessed within the U.S. at +1 (800) 715-9871 and outside the U.S. at +1 (646) 307-1963, with Conference ID: 1482282 [2]. - A webcast of the conference call will be available for public listening [2]. Replay Information - For those unable to attend the live call, a replay will be available until August 14, 2025, at 11:59 p.m. (ET) [3]. - The replay can be accessed by dialing +1 (800) 770-2030 within the U.S. & Canada or +1 (609) 800-9909 from other locations, using Playback ID: 1482282 [3]. Company Overview - Brookdale Senior Living Inc. operates 645 senior living communities across 41 states, serving approximately 58,000 residents as of June 30, 2025 [4]. - The company offers various living arrangements, including independent living, assisted living, memory care, and continuing care retirement communities [4]. - Brookdale is focused on enriching the lives of seniors through compassionate care and exceptional service, guided by its core values of passion, courage, partnership, and trust [4].

Core Viewpoint - Brookdale Senior Living Inc. successfully elected all eight of its director nominees during the 2025 Annual Meeting of Stockholders, reflecting strong shareholder support for the company's strategy and leadership [1][2]. Company Overview - Brookdale operates 645 senior living communities across 41 states, serving approximately 58,000 residents as of June 30, 2025 [4]. - The company focuses on enriching the lives of seniors through compassionate care, clinical expertise, and exceptional service, offering independent living, assisted living, memory care, and continuing care retirement communities [4]. Board of Directors - The newly elected Board of Directors includes Jordan Asher, MD, Claudia Drayton, Mark Fioravanti, Victoria Freed, Joshua Hausman, Elizabeth Mace, Denise Warren, and Lee Wielansky [1]. Shareholder Engagement - The company expressed gratitude to shareholders for their confidence in the Board and its strategy aimed at creating shareholder value, emphasizing the importance of executing five key initiatives [2]. Strategic Focus - Brookdale's five key initiatives include improving operating performance, optimizing the real estate portfolio, reinvesting capital into communities, reducing leverage, and ensuring high-quality environments for residents and associates [2]. - The company is optimistic about its position to capitalize on demographic and industry trends that favor growth [2]. Annual Meeting Results - Preliminary results indicated that shareholders approved all other proposals submitted for a vote at the Annual Meeting, with final results to be reported in a Form 8-K [3].

Key Takeaways BKD's weighted average occupancy rose 230 bps year over year to 80.5% in June 2025. Sequential gains in occupancy reflect strong move-ins and solid sales execution. BKD operated 645 communities serving around 58,000 residents across 41 states as of June 30, 2025.Brookdale Senior Living Inc. (BKD) recently unveiled that its weighted average occupancy improved 230 basis points (bps) year over year to 80.5% in June 2025. The reported figure also denoted an increase of 50 bps from the May level. ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 | Date of Report (Date of earliest event reported) | July 8, 2025 | | | --- | --- | --- | | Brookdale Senior Living Inc. | | | | (Exact name of registrant as specified in its charter) | | | | Delaware | 001-32641 | 20-3068069 | | (State or other jurisdiction of incorporation) | (Commission File Number) | (IRS Employer Identification No.) | | 10 ...

Core Viewpoint - Brookdale Senior Living Inc. is urging shareholders to vote for its nominated directors, emphasizing that the current board's strategy is effectively driving shareholder value and operational momentum [1][3][11]. Financial Performance - In June, Brookdale achieved an 81.1% same community weighted average occupancy, with a month-end occupancy of 82.8%, indicating strong demand and sales execution [2]. - The second quarter weighted average consolidated occupancy was 80.1%, marking a significant milestone for cash flow growth [2]. - Since 2022, Brookdale has renegotiated leases for approximately 250 communities and reduced the number of leased units by 19% since Q1 2021, with plans to decrease its community portfolio to less than 600 by year-end 2025 from over 1,000 in 2017 [7]. Board Composition and Strategy - Brookdale's board consists of eight highly qualified directors, seven of whom are independent, with an average tenure of less than four years, ensuring a mix of skills critical for the company's growth [5][4]. - The board is actively engaged in a CEO search process, supported by an independent search firm, to find a candidate with the necessary experience in senior living, healthcare, hospitality, and real estate [6]. Shareholder Engagement - The company has made efforts to engage with Ortelius Advisors to avoid a proxy contest, but Ortelius has not engaged constructively [10]. - Brookdale emphasizes the importance of every shareholder vote and urges them to disregard any opposing proxy cards from Ortelius [12][11]. Competitive Positioning - Brookdale's operational improvements and strategic initiatives have positioned it to outperform peers in key metrics such as consolidated RevPAR, operating income per available unit, and adjusted EBITDA margin compared to 2019 [7]. - The company highlights that Ortelius lacks understanding of its business model and has proposed a flawed plan that could jeopardize Brookdale's progress [3][8].

Company Overview - Brookdale Senior Living Inc. is the leading operator of senior living communities in the U.S., with 645 communities across 41 states, serving approximately 58,000 residents as of June 30, 2025 [1] - The company offers various living options including independent living, assisted living, memory care, and continuing care retirement communities, focusing on empowering seniors to live with dignity and purpose [1] - Brookdale emphasizes its commitment to compassionate care, clinical expertise, and exceptional service, guided by its core values of passion, courage, partnership, and trust [1] Occupancy Results - The weighted average occupancy for June was 80.5%, reflecting a year-over-year increase of 230 basis points and a sequential increase of 50 basis points, indicating strong demand and sales execution [3] - Month-end consolidated occupancy reached 82.2%, up 70 basis points sequentially, showcasing continued occupancy acceleration driven by higher move-ins and favorable move-out activity [3] - For the same community occupancy in June, the weighted average was 81.1%, which increased by 220 basis points year-over-year and 50 basis points sequentially [3] - The second quarter weighted average consolidated occupancy was 80.1%, marking a 200 basis points increase year-over-year and an 80 basis points increase compared to the first quarter of 2025 [3]

Proxy Advisory Firms Recommend Against Giving Ortelius Control of the Company's BoardBrookdale Urges Shareholders to Vote "FOR" ALL of Brookdale's Eight Highly Qualified Director Nominees on the BLUE Proxy CardNASHVILLE, Tenn., July 1, 2025 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") today announced that proxy advisory firm Glass, Lewis & Co., LLC ("Glass Lewis") has joined proxy advisory firm Institutional Shareholder Services ("ISS") in recommending that Brookda ...

Core Viewpoint - Brookdale Senior Living Inc. supports the recommendation from Institutional Shareholder Services (ISS) against granting control of the Board of Directors to Ortelius, emphasizing the lack of a clear performance assessment and feasibility details in Ortelius' plan [1][2]. Group 1: Board Composition and Expertise - Brookdale urges shareholders to vote for all eight of its highly qualified director nominees, highlighting the critical skillsets of directors Lee Wielansky and Victoria Freed, which are essential for the company's strategic direction and operational efficiency [1][2][10]. - The company argues that replacing Wielansky or Freed with Ortelius' nominees would deprive the Board of necessary expertise and institutional knowledge, potentially impairing the recruitment of a new CEO and jeopardizing shareholder value [2][9]. - Wielansky's extensive operational experience in real estate and his leadership in optimizing Brookdale's portfolio are presented as vital for the company's ongoing strategy [4][6]. Group 2: Critique of Ortelius' Candidates - Ortelius candidate Lori Wittman has limited experience in senior living, primarily focused on financial management in REITs, which does not align with Brookdale's operational needs [3]. - Ortelius candidate Steven Vick has not held significant leadership roles in over two decades, raising concerns about his qualifications and experience relevant to Brookdale's scale and operations [7]. - The company emphasizes that the current Board's composition, including experienced directors, is crucial for effective oversight and support during a pivotal time for the company [9]. Group 3: Strategic Direction and Shareholder Value - Brookdale's Board has intentionally refreshed its composition to balance tenure and skillsets, ensuring that the company can effectively navigate its strategic priorities and enhance shareholder value [10][11]. - The company asserts that its eight director nominees collectively possess the right mix of expertise necessary for continued financial and operational performance [10].

Brookdale's Significantly Refreshed Board Has Critical Skillsets and Experience Necessary to Drive the Company's SuccessOrtelius' Attempt to Take Control of the Company Risks Value Destruction, Disrupting Brookdale's Continued Operational Progress and CEO Search Ortelius Does Not Have a Substantially Different Strategic Plan or a Board Slate with a Diversified Skillset Relevant to Brookdale's StrategyThe Company Urges Shareholders to Vote "FOR" ONLY the Eight Brookdale Nominees Listed on the BLUE Proxy Card ...

Company Overview - Brookdale Senior Living Inc. is the leading operator of senior living communities in the United States, with 647 communities across 41 states and the capacity to serve approximately 58,000 residents as of March 31, 2025 [1] - The company offers a range of living options including independent living, assisted living, memory care, and continuing care retirement communities, focusing on empowering seniors to live with dignity and purpose [1] - Brookdale emphasizes its commitment to compassionate care, clinical expertise, and exceptional service, guided by its core values of passion, courage, partnership, and trust [1] Occupancy Performance - In May, the consolidated weighted average occupancy increased by 190 basis points year-over-year and 20 basis points sequentially to reach 80.0%, marking a significant milestone for the portfolio [3] - The same community weighted average occupancy for May was 80.6%, also reflecting a sequential increase of 20 basis points compared to April [3] - The month-end occupancy for same communities grew by 50 basis points sequentially to 82.1%, representing the highest month-end sequential increase in the last nine months [3] - For the second quarter to date, the consolidated weighted average occupancy stands at 79.9%, which is a 60 basis point sequential increase from the first quarter [3] - The month-end occupancy growth in May 2025 accelerated to 50 basis points sequentially from April, compared to a 30 basis point increase in the same period last year [3]