Highest-materiality recent filing
Brookdale Q1 net loss narrows to $7M; RevPAR +8.2%, occupancy 82.1%, Adj EBITDA $131M
Net loss of $7M vs $65M YoY; Adjusted EBITDA of $131M, up 5.6% from $124M.
BKD director Dr. Jordan Asher to not stand for re-election at 2026 annual meeting
Dr. Asher will not stand for re-election at the 2026 annual meeting.
Brookdale Q1 2026 weighted avg occupancy 82.1%, up 280 bps YoY
Consolidated Q1 weighted average occupancy of 82.1% improved 280 bps year-over-year; sequential decline of 40 bps from Q4 2025.
Brookdale Q4 occupancy up 310bps, Adj EBITDA $105.6M; FY25 net loss $263M
Q4 RevPAR $5,219 up 7.1% YoY; weighted avg occupancy 82.5% (+310 bps).
Revenue for FY2025 expected approximately $3.2B, up from $3.1B in FY2024.
Brookdale Q4 2025 weighted avg occupancy 82.5%, up 310 bps YoY; Dec month-end 83.7%
Consolidated weighted avg occupancy for Q4 2025 was 82.5%, up 310 bps year-over-year and 70 bps sequentially from Q3 2025.
Brookdale names Mary Sue Patchett as COO effective Dec 1, 2025
Mary Sue Patchett appointed EVP and COO effective December 1, 2025.
Brookdale Q3 net loss $114.7M on $62.7M impairment; adj EBITDA up 20%; guidance raised
Net loss of $114.7M ($0.81 loss per share) vs $50.7M loss a year ago, including $62.7M non-cash impairment on planned dispositions.
Brookdale Sept occupancy 82.5% (+330bps YoY), Q3 avg 81.8% (+290bps YoY)
Sept weighted avg consolidated occupancy 82.5%, up 330 bps YoY and 70 bps sequentially.
Nick Stengle appointed CEO and Board member effective Oct 6, 2025; interim CEO Denise Warren returns to Non-Executive Chairman.
Brookdale EVP Todd Kaestner to depart Sept 30 as part of restructuring
H. Todd Kaestner, EVP Corporate Development & President CCRCs, leaves under separation agreement effective Sept 30, 2025.
Brookdale Q2 occupancy hits 80.1%; raises annual guidance; adjusted EBITDA up 19.7%
Resident fees $775.6M (+4.9% YoY); RevPAR $5,080 (+5.1%); weighted average occupancy 80.1% (+200 bps).
Brookdale announces committee appointments for directors Fioravanti and Hausman
Mark Fioravanti appointed to Audit and Compensation Committees effective July 11, 2025.
Brookdale defeats proxy contest by Ortelius at annual meeting; all eight company nominees elected
Director Frank M. Bumstead's term expired at July 11, 2025 annual meeting; he did not stand for re-election, no disagreement.
Brookdale June occupancy: 80.5% weighted avg (+230 bps YoY); month-end 82.2%
June weighted avg consolidated occupancy 80.5%, up 230 bps YoY and 50 bps sequentially.
Brookdale Q1 2025: Adj EBITDA $124.1M (+27% YoY); raises annual guidance
Resident fees $777.5M (+4.5% YoY); same community occupancy 80.0% (+40 bps).
Brookdale discloses interim CEO compensation: $85k/month, 158,730 RSUs
Denise W. Warren to receive $85,000 per month as Interim CEO, prorated from April 13, 2025.
Brookdale Senior Living EVP Finance and Treasurer George T. Hicks to retire on May 21, 2025
George T. Hicks, Executive Vice President – Finance and Treasurer, notified Brookdale of his retirement after 40 years with the company.
Brookdale appoints Joshua Hausman to board; Bumstead not seeking re-election
Joshua Hausman appointed independent director effective April 24, 2025; former Onex Managing Director with 20+ years healthcare investing experience.
Brookdale CEO Baier steps down; Q1 preliminary Adj. EBITDA, FCF exceed expectations
CEO Lucinda Baier stepped down effective April 13, 2025; Denise W. Warren appointed Interim CEO.
Brookdale March occupancy 79.5%, up 160 bps YoY; Q1 occupancy 79.3%
March weighted average occupancy 79.5%, up 160 bps YoY and 20 bps sequentially.
Brookdale Q4 net loss narrows to $83.9M; Adj. EBITDA +16% to $98.5M; occupancy 79.4%
Q4 RevPAR $4,873 (+5.5% YoY); weighted avg occupancy 79.4% (+100 bps); resident fees $744.4M.
Brookdale December weighted avg occupancy 79.3%, up 100 bps YoY
December 2024 weighted avg occupancy 79.3% vs 78.3% a year ago (100 bps increase).
Annual minimum rent for renewal properties set at ~$64M from 2026, escalating 3% annually; lease term extended to Dec 2035 with one 10-year option.
Brookdale Q3 net loss widens to $50.7M; occupancy up 130bps, Adjusted EBITDA +15%
Net loss $50.7M vs $48.8M year ago; Adjusted EBITDA $92.2M, up 15% YoY.
Brookdale registers resale of up to 54.97M shares issuable on conversion of 3.5% notes due 2029
Filed prospectus supplement registering resale of up to 54,968,244 common shares by selling securityholders.
Brookdale September occupancy rises to 79.2% weighted avg; 35th straight YoY gain
September weighted average occupancy 79.2%, up 30 bps sequentially; month-end occupancy 80.5%.
Brookdale issues $369.4M of 3.50% convertible notes due 2029, refinances 2026 notes
Issued $369.445M of 3.50% Convertible Senior Notes due 2029 in exchange for $206.703M of 2026 notes and $150M cash.
Brookdale to acquire 41 communities ($610M) and issue $369M 2029 convertible notes
Acquiring 41 communities (2,789 units) from three triple-net lease portfolios for $610M; expects $47M reduction in 2025 cash lease payments.
Brookdale Q2 net loss widens to $37.7M; RevPAR up 6.4%, occupancy up 160 bps
Net loss of $37.7M vs $4.5M loss in Q2 2023; Adjusted EBITDA rose 20.2% to $97.8M.
Brookdale June 2024 occupancy rises 140 bps YoY to 78.2% weighted average
June 2024 weighted average occupancy 78.2%, up 140 bps YoY; month-end occupancy 79.7%.
Brookdale Senior Living: Two directors retire; Denise Warren named Non-Executive Chairman
Guy P. Sansone and Marcus E. Bromley retired from Board upon term expiration at June 18, 2024 annual meeting.
Brookdale Q1 RevPAR +6.7%, occupancy +160 bps; Adj EBITDA $97.6M beats guidance
Resident fees $744.2M, up 4.3% YoY; net loss improved 34% to $29.6M.
Brookdale March occupancy 77.9%, up 180 bps YoY; 29th consecutive month of YoY growth
March 2024 weighted average occupancy 77.9%, up 180 bps year-over-year, flat sequentially from February.
Brookdale Chairman Sansone and director Bromley to retire; not seeking reelection
Non-Executive Chairman Guy P. Sansone and director Marcus E. Bromley will not stand for reelection at the 2024 annual meeting.
On April 21, 2025, George T. Hicks, Executive Vice President – Finance and Treasurer of Brookdale Senior Living Inc. (the “Company”), notified the Company that, after 40 years with the Company and its predecessors, he would be retiring on May 21, 2025.
appointed Joshua Hausman to the Board to fill the resulting vacancy, effective April 24, 2025.
Frank M. Bumstead, a member of the Board, has informed the Board that he will not stand for re-election at the Company’s 2025 annual meeting of stockholders
the Board appointed Denise W. Warren, current Chairman of the Board, as Interim Chief Executive Officer, to serve until the appointment of a new Chief Executive Officer of the Company.
The Board appointed Ms. Warren, Dawn L. Kussow, Executive Vice President and Chief Financial Officer of the Company, and Chad C. White, Executive Vice President, General Counsel and Secretary of the Company, to serve as members of the Office of the CEO (and designated each of Ms. Warren, Ms. Kussow and Mr. White as a principal executive officer of the Company), in each case, effective as of April 13, 2025.
The Board appointed Ms. Warren, Dawn L. Kussow, Executive Vice President and Chief Financial Officer of the Company, and Chad C. White, Executive Vice President, General Counsel and Secretary of the Company, to serve as members of the Office of the CEO (and designated each of Ms. Warren, Ms. Kussow and Mr. White as a principal executive officer of the Company), in each case, effective as of April 13, 2025.
On April 14, 2025, the Company announced that the board of directors of the Company (the “Board”) and Lucinda M. Baier, the Company’s President and Chief Executive Officer and member of the Board, mutually agreed that Ms. Baier’s role serving as the Company’s President and Chief Executive Officer and as a member of the Board would cease, effective as of April 13, 2025.
On June 18, 2024, Guy P. Sansone and Marcus E. Bromley retired from the Board of Directors
On June 18, 2024, Guy P. Sansone and Marcus E. Bromley retired from the Board of Directors
On March 27, 2024, Guy P. Sansone, Non-Executive Chairman of the Board of the Company, also notified the Company that he would not stand for reelection at the 2024 Annual Meeting.
On March 26, 2024, Marcus E. Bromley, a member of the Board of Directors (the "Board") of Brookdale Senior Living Inc. (the "Company"), notified the Company that he would not stand for reelection at the Company’s 2024 annual meeting of stockholders (the “2024 Annual Meeting”).
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