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 …

NIC Notes

By John Ruffier, Chair of the Lowndes Senior Housing Practice Group In case you are not one of the over 3,000 people attending the 2019 NIC Fall Conference in Chicago, we thought we’d share a …