BRENTWOOD, Tenn., Jan. 16, 2026 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) announced that it will host an Investor Day meeting in Nashville, TN on January 30, 2026. The event, which will also be webcast live, will commence at approximately 9:00 a.m. Central Time and will end at approximately 12:00 p.m. The meeting will feature presentations from members of Brookdale's executive team. A live webcast of the event (including the accompanying presentation slides) will be accessible at brookdalein ...

Key Takeaways BKD sees 4Q25 weighted average occupancy of 82.5%, up from 79.4% a year ago and 81.8% in 3Q25.BKD's rising occupancy is supporting results, with resident fees up 4.5% YoY in the first three quarters.BKD expects 2025 RevPAR growth of 5.25-6% and adjusted EBITDA of $455-$460 million.Brookdale Senior Living Inc. (BKD) recently announced that its December 2025 weighted average occupancy climbed 310 basis points (bps) from the year-ago level to 82.4%. However, it indicates a 10-bps decline from Nov ...

Financial Performance - The financial results for the quarter ended December 31, 2025, will be included in the upcoming press release[8] - Future outlook and performance guidance will be discussed in the detailed financial report[8] Compliance and Regulations - The report was filed on January 12, 2026, indicating timely compliance with SEC regulations[3] - The company is not classified as an emerging growth company, indicating it has opted for full compliance with financial accounting standards[7] - The company is focused on maintaining transparency in its financial reporting as per SEC guidelines[9] Company Information - Brookdale Senior Living Inc. announced consolidated occupancy for December 2025, with specific figures to be detailed in the press release[8] - The company is listed on the New York Stock Exchange under the trading symbol BKD[6] - The executive team, including Dawn L. Kussow as CFO, is responsible for the financial disclosures[14] Data and Insights - The press release will provide insights into user data and performance metrics for the last quarter[8] - The report includes an interactive data file for enhanced financial analysis[11]

Company Overview - Brookdale Senior Living Inc. is the leading operator of senior living communities in the United States, with 584 communities across 41 states, serving approximately 51,000 residents as of December 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 exceptional service and care, guided by core values of passion, courage, partnership, and trust [1] Occupancy Results - The consolidated weighted average occupancy for the fourth quarter was 82.5%, reflecting a 70 basis point increase from the third quarter of 2025 and a 310 basis point increase year-over-year [4] - In December, the weighted average occupancy was 82.4%, which also marked a 310 basis point increase year-over-year and a 30 basis point increase sequentially, driven by strong move-in and move-out activity [4] - The sequential weighted average occupancy saw a slight decrease of 10 basis points, which is an improvement compared to the historical seasonal trend of approximately 30 basis points decline [4]

Core Viewpoint - Brookdale Senior Living Inc. has successfully completed financing transactions totaling approximately $600 million, refinancing its mortgage debt and strengthening its balance sheet while mitigating future interest rate risk [1][2]. Financing Transactions - The company refinanced approximately $350 million of its remaining 2026 mortgage debt maturities and about $200 million of its 2027 mortgage debt maturities [1]. - The refinancing resulted in a higher proportion of fixed-rate debt, with the blended interest rate of the new loans remaining comparable to the previous loans [1]. - Annual net interest expense is not expected to be significantly impacted by these refinancing transactions [1]. Specific Loan Details - In December 2025, Brookdale secured $245.8 million from Capital One in a Fannie Mae Credit Facility, with 90% of the loan at a fixed rate of 5.69% and interest-only for the first five years, maturing in January 2036 [3]. - An additional $146.1 million was obtained through Freddie Mac loans, bearing a fixed interest rate of 5.48%, interest-only for the first two years, maturing in January 2033 [4]. - Brookdale also completed a $205.0 million non-recourse financing from Capital One, with a variable interest rate and options for future loan proceeds [6]. Debt Repayment - The proceeds from the agency financing transactions were used to repay $398.9 million of existing mortgage debt scheduled to mature in 2026 and 2027 [5]. Company Overview - Brookdale Senior Living Inc. operates 584 communities across 41 states, serving approximately 51,000 residents as of December 31, 2025 [7]. - The company focuses on enriching the lives of seniors through various living solutions, including independent living, assisted living, memory care, and continuing care retirement communities [7].

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company operates with a team of experienced and qualified news journalists across key finance and investing hubs including London, New York, Toronto, Vancouver, Sydney, and Perth [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content delivered by the team includes insights across various sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans to maintain quality and best practices in content production [5]

Core Insights - Brookdale Senior Living Inc. is the leading operator of senior living communities in the U.S., with 589 communities across 41 states, serving approximately 52,000 residents as of November 30, 2025 [1] - The company focuses on enriching seniors' lives through compassionate care, clinical expertise, and exceptional service, offering various living arrangements including independent living, assisted living, memory care, and continuing care retirement communities [1] Occupancy Results - The weighted average occupancy for November was 82.5%, which represents a 300 basis points increase year-over-year but a 10 basis points decrease sequentially [3] - Historically, the sequential monthly occupancy change has shown a decline of 10 to 20 basis points [3] - The fourth quarter-to-date occupancy of 82.6% indicates an 80 basis points increase compared to the full third quarter of 2025 [3] - For same community occupancy results in November, the weighted average occupancy was 82.8%, reflecting a 250 basis points increase year-over-year, while it decreased by 20 basis points sequentially [3]

Group 1: Fund Performance - Night Watch Investment Management's fund LP appreciated by 4.28% net of fees in Q3 2025, with a year-to-date performance of 25.88% [1] - The portfolio continued its strong performance during the quarter, coinciding with a robust market recovery [1] Group 2: Brookdale Senior Living Inc. Overview - Brookdale Senior Living Inc. (NYSE:BKD) operates senior living communities and had a one-month return of 12.83%, with shares gaining 91.71% over the last 52 weeks [2] - As of December 04, 2025, Brookdale's stock closed at $10.64 per share, with a market capitalization of $2.529 billion [2] Group 3: Investment Thesis for Brookdale Senior Living Inc. - Night Watch Investment Management reinitiated a position in Brookdale Senior Living Inc. due to strong demand anticipated from the aging baby boomer population [3] - The senior living facilities industry faced challenges in the past decade, including overbuilding in 2017, the impact of Covid, and a nursing shortage, which affected margins [3] - Currently, the construction of new facilities has halted, resulting in a multi-decade low order book, while demand is expected to increase [3] Group 4: Hedge Fund Interest - Brookdale Senior Living Inc. is not among the 30 most popular stocks among hedge funds, with 35 hedge fund portfolios holding the stock at the end of Q3, unchanged from the previous quarter [4] - While acknowledging Brookdale's potential, the company believes certain AI stocks present greater upside potential and less downside risk [4]

Core Viewpoint - Brookdale Senior Living Inc. has appointed Mary Sue Patchett as Chief Operating Officer, effective December 1, 2025, bringing 40 years of senior living experience to the role [1]. Company Summary - Mary Sue Patchett is currently serving as the Interim Executive Vice President – Community and Field Operations at Brookdale [1]. - The appointment is expected to enhance operational leadership within the company [1].

Core Points - Brookdale Senior Living made a $30,000 donation to Folds of Honor to support educational scholarships for families of fallen or disabled service members and first responders [1][3] - The donation reflects Brookdale's commitment to honoring veterans, including its residents and employees who have served in the U.S. Armed Forces [1][3] - Folds of Honor has awarded nearly 73,000 scholarships totaling over $340 million since its founding in 2007, with a mission to "Honor Their Sacrifice. Educate Their Legacy." [3][8] Company Overview - Brookdale Senior Living operates 623 communities across 41 states, serving approximately 57,000 residents as of September 30, 2025 [6] - The company focuses on enriching the lives of seniors through compassionate care, clinical expertise, and exceptional service [6] - Brookdale's stock trades on the New York Stock Exchange under the ticker symbol BKD [6] Folds of Honor Overview - Folds of Honor is a 501(c)(3) nonprofit organization providing educational scholarships to the spouses and children of U.S. military service members and first responders [8] - The organization supports various educational needs, including K-12 tuition, college, technical or trade school, and post-graduate work [8] - 91% of Folds of Honor's expenses fund its mission, and it has a strong rating as a charity [8]