Professional
Added to YB: 2026-04-08
Pitch date: 2026-04-01
BKD [neutral]
Brookdale Senior Living Inc.
+1.4%
current return
Author Info
Night Watch Investment Management is an alternative asset manager focused on global equities, selected based on our in-depth proprietary research. Our investment style is best described as value plus catalyst. Visit their website.
Company Info
Brookdale Senior Living Inc. owns, manages, and operates senior living communities in the United States.
Market Cap
$3.3B
Pitch Price
$13.56
Price Target
N/A
Dividend
N/A
EV/EBITDA
12.80
P/E
-12.49
EV/Sales
2.80
Sector
Health Care Providers and Services
Category
turnaround
Night Watch Investment Management Portfolio Holding: Brookdale Senior Living Inc.
BKD (holding update): Senior living operator up 75% since Sept '25 purchase after activist pushed mgmt change. New team maximizing occupancy & divesting underperformers. Baby boomers turning 80 in 2026 + zero construction starts since 2017 = favorable supply/demand through 2030+.
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