Runs 126 senior housing communities across 23 US states, offering independent living, assisted living, and memory care for roughly 16,000 older adults.
Revenue of USD 0.38B in 2025 with negative net income of USD -0.08B; gross margin was 15.27% and net margin -27.83%.
Local reputation and care licenses create some stickiness, but low margins and losses leave little buffer against larger operators like Brookdale Senior Living and Atria Senior Living.
Key events, in time order
Q2 results show revenue up 17%, FCFA2S up 57%, and acquisition spend at $2.2B over 12 months, a record high.
Multiple independent sources cite CSU executives on AI-related cycle time and procurement changes
Organic growth above historical average; 2026 acquisition commitments already exceed full-year 2025
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