Insights
What we are seeing.
Thoughts on operating senior living, underwriting it, and building it, written by the two of us. We publish when we have something worth saying rather than on a content schedule.
First articles
Opening pieces.
What a Full Building Can Hide
Full buildings that underearn, and what to look at instead.
Read the draftThe Friday afternoon spreadsheet
The origin story of the platform, told as an operating argument rather than a technology one.
Longer Stays Are an Operating Outcome
The industry’s length of stay is shortening. Ours moved the other way, and the reasons are ordinary.
Read the draftWhat a hundred small decisions cost a building
Acuity drift, unbilled care, unit mix erosion. Why underperformance accumulates rather than arrives.
One of the 150 largest senior living providers in the country.
Argentum 2026 Largest Providers Report, ranked 126th.