Brookdale Senior Living (BKD) reported its consolidated occupancy for May 2025. May 2025 Observations: May consolidated weighted average occupancy grew 190 basis points year-over-year and 20 basis points sequentially to 80.0%, achieving a critical milestone for the consolidated portfolio. Driven by strong move-in volume and disciplined sales execution, May same community weighted average occupancy was 80.6%, also increasing 20 basis points sequentially compared to April. May same community month end occupancy grew 50 basis points sequentially to 82.1%, achieving the highest month end sequential increase in the last nine months. Second quarter-to-date consolidated weighted average occupancy of 79.9% represents a 60 basis point sequential occupancy increase from the full first quarter; May 2025 month end occupancy growth accelerated to 50 basis points sequentially from April compared to 30 basis points in the prior year period.
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