Small-House Senior Living in the Age of the COVID-19 Pandemic

By Matthew McMurtrey: In the age of the COVID-19 pandemic, demand for small-house senior living operations may increase. According to a recent Harris Poll survey, over one-third of urban dwellers have stated that the COVID-19 …

Preparing for the Next Covid-Like Outbreak

By John Ruffier:  Senior Housing News recently featured an interesting article discussing the new and increased focus of senior living communities on infection control.  Smart leasers are looking beyond the short-term obligation to deal with …

A Shout Out To Senior Living Workers

By John Ruffier:  At a recent Marcus & Millichap webinar on COVID-19’s effect on the Senior Housing industry, a speaker made what we found to be a salient point:  while the media and general public …

Senior Living Communities Now Being Rated On Inclusiveness

By John Ruffier: A joint effort between SAGE (www.sageusa.org) and the Human Rights Campaign Foundation (www.HRC.org) is resulting in the creation of the “Long-Term Care Equality Index (LEI)”, which will measure how well senior living …

Have an Open Like-Kind Exchange? Don’t Fall Into This Trap

By:  Amanda Wilson A common tax planning tool for real estate transactions is to engage in a like-kind exchange of real estate.  If structured properly, a taxpayer can sell real property (the relinquished property) and …

Important Year End Deadline for Opportunity Zones

By: Amanda Wilson Opportunity zones provide a powerful tool for taxpayers to defer recognizing their capital gains if they roll over their investment into a qualified opportunity zone fund, and offer investors the potential of …

Gift Giving During the Holiday Season

By: Hallie Fisher.  Gift-giving is an important part of the holiday season. Our society places a huge importance on gift-giving, and we all understand that gifts are a great way to show gratitude, friendship, and …

IRS Finalizes Real Estate Safe Harbor for 20% QBI Deduction

  By: Amanda Wilson Section 199A introduced a 20% deduction for qualified business income (previously discussed here). To qualify for the deduction, income must be from a trade or business. Whether rental activity rises to …

Lowndes Senior Housing Fall Symposium

We had a great time at our Lowndes Fall Symposium hearing about latest trends in Senior Housing. Thanks to our friends Fugleberg Koch, Marcus & Millichap, JLL Capital Markets and Bridge Investment Group for helping …