Starting March 5, 2025

San Diego, CA

Sessions

Thursday, March 06, 2025

How to Value an Operating Company

Session Type: Innovation Lab



Date and Time:Thursday, March 06, 2025 | 11:30 am - 12:30 pm

Location:Innovation Lab

Speaker

Eva Arant

Chief Operating Officer

Koelsch Communities

Speaker

Blake Bozett

Founder & CEO

The Zett Group

Speaker

Dominic Porretta

Director

Cain Brothers, a division of KeyBanc Capital Markets

Moderator

Jonathan Schatz

President

CoastWood Seniors Housing Partners

Unlock the key factors driving the value of different senior housing business models in this interactive session. Panelists will explore the relative valuations of third-party managers, operators leasing buildings, and operators owning a small percentage of the real estate they manage. Attendees will gain valuable insights into the unique dynamics behind each model and engage in lively discussions with industry experts. Don’t miss this opportunity to share your perspectives, ask questions, and collaborate with peers to deepen your understanding of these critical business strategies. 

Session Goals 

  • Compare and contrast the relative valuations of third-party managers, operators leasing buildings, and operators leasing with partial ownership. 
  • Identify key metrics of value creation for seniors housing and skilled nursing outside of the real estate component.  
  • Engage in interactive discussions to share insights and perspectives on valuation strategies with industry peers and experts.