Brookdale Senior Living Q4 Earnings Call Highlights

Management reiterated that occupancy around 80% marks an inflection point in Brookdale’s model due to fixed-cost leverage. Stengle also provided updates on communities by occupancy “bands,” noting that communities below 70% occupancy declined from 23% of the portfolio in the first quarter of 2025 to 15% in the fourth quarter. Communities above 90% occupancy increased from 25% to 34% over the same period.Kussow said Brookdale has now reported three consecutive quarters with consolidated weighted average occu ...