A Capital on X
@RealAssetsValue @hybridvigorish @thecontracap @barowsharo What just happened with $SNDA / $BKD?
NYSE
Brookdale Senior Living Inc.
BKD
2 stories
$2.4B Market cap · 2026-10-23
BDC on X
$BKD - accelerating occupancy on operational improvements. Red-hot August making up for a softer than expected June. New chief sales officer seems to be doing a solid job. Renovations also helping. Like this management team. It might be an obvious play on Boomers aging but just because its obvious doesn't mean it won't work. The supply/demand mismatch is just econ 101. Lots of room to go if they keep up this solid execution under new management. Higher rates for longer keeps deters new supply too.
Investor Letters
Letters that discuss BKD.
- Third Avenue Management Real Estate Value Fund quarter ended June 30, 2026 0IKZ 0IL0 BKD $2.4B
- Third Avenue Management Third Avenue Real Estate Value Fund Portfolio Manager Commentary Q2 2026 0IKZ 0IL0 0JU0
- Third Avenue Management Real Estate Value Fund Q226 quarter ended June 30, 2026 0IKZ 0IL0 BKD $2.4B
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