(Separate multiple addresses with a comma)
Your Email Address
Your Message (optional)
Standing by the Basket, Waiting for the Rebound
The following is part three in a series in which key thought leaders at MONTICELLOAM, LLC (âMonticelloâ) discuss their stance on the nursing home industry. Please refer to important disclosures at the end of this article.
In their continuing conversation on the topic, key thought leaders at Monticello have discussed how the coronavirus has impacted the skilled nursing space. In this episode, the pandemicâs effects on asset pricing was the main topic of conversation.
Thomas Lally, co-founder at Monticello, explained that due to the shock coronavirus has caused to the capital markets, some deals might not happen if current cash flows require repricing assets and buyers and sellers canât come to an agreement. With that said, Mr. Lally also expects opportunities could emerge as overleveraged borrowers and opera