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Scott Hougham
2,205 posts
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Scott Hougham
@ScottHougham
Aging maximalist ๐Ÿ‡บ๐Ÿ‡ธ Partnerships @hellosageNYC
California
sagehealth.com
Joined August 2011
1,445
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1,205
Followers
  • Pinned
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    Scott Hougham
    @ScottHougham
    Mar 19, 2024
    My professional life/efforts, summarized in a pinned thread of tweets:
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    Scott Hougham
    @ScottHougham
    Mar 21, 2023
    New followers, and I've been quiet for a while. A bit about me: I'm an operator-first capital allocator in seniors housing at @SophosEquities. We're focused on acquiring newer distressed/stalled assets - COVID was rough on this asset class.
    4.8K
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    Scott Hougham
    @ScottHougham
    May 4, 2024
    Replying to @austin_rief
    Splay makes a nice leather crossover. These have taken 10 mile+ business days.
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    88K
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    Scott Hougham
    @ScottHougham
    Apr 12, 2023
    Replying to @DavidSacks
    FYI, the link isnโ€™t working within the twitter mobile app - itโ€™s trying to link to a web browser.
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    114K
  • user avatar
    Scott Hougham
    @ScottHougham
    Mar 21, 2023
    New followers, and I've been quiet for a while. A bit about me: I'm an operator-first capital allocator in seniors housing at @SophosEquities. We're focused on acquiring newer distressed/stalled assets - COVID was rough on this asset class.
    9.6K
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    Scott Hougham
    @ScottHougham
    Jul 13, 2023
    Publicly Traded Seniors Housing Companies In an effort to expand awareness/interest in seniors housing on this platform, I'll be sharing Q2 earnings report/call information & commentary as it is released. Note, I'm not a stock analyst, I do not own any of these (historically
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    6.8K
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    Scott Hougham
    @ScottHougham
    Jul 19, 2023
    The escalation of debt service never fails to stun me on deal rooms we receive. Many sellers are getting forced into the market because the carrying cost is too high, but are refusing to accept market-clearing offers because they'd get wiped out. The squeeze is tightening.
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    18K
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    Scott Hougham
    @ScottHougham
    Jul 29, 2023
    We are seeing assets bucketed into four categories of lending potential - or rather, the peaks & troughs of a truncated bimodal distribution. Zone 1 - DSCR so low that the lender is wiped out. Example: Coastal CA asset purchased for $40MM two years ago. Senior/mezz stack at
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    7.9K
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    Scott Hougham
    @ScottHougham
    May 16, 2024
    Replying to @DallasAptGP and @JohnLeFevre
    Carless. Pedestrians in a walkable city.
    5.3K
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    Scott Hougham
    @ScottHougham
    Apr 27, 2023
    Replying to @JoeCassandra @ShlomoChopp and @antonia_mdprjct
    Workers comp all the way.
    22K
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    Scott Hougham
    @ScottHougham
    Mar 21, 2021
    Replying to @nealkhosla
    Haha PayPal seized upon the opportunity to target me directly below your tweet.
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    Scott Hougham
    @ScottHougham
    Feb 28, 2024
    Had some time on my hands this afternoon for an unexpected quick trip up to NYC ( reTwit meetup later today). I was able to check out the developments. My old team did here in the city. I present Coterie Hudson Yards:
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    2.2K
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    Scott Hougham
    @ScottHougham
    Mar 19, 2024
    Replying to @moseskagan
    Best advice I received from contracts law prof in grad school: always sit down with a cup of coffee to read contracts and take your time. The worst errors are only caught when you read in an unhurried fashion.
    1.4K
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    Scott Hougham
    @ScottHougham
    Jun 27, 2023
    Replying to @ChelseaNMandel
    Paris tried this, then converted to free use due to public outcry.
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    2.9K
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    Scott Hougham
    @ScottHougham
    Feb 29, 2024
    Incredible meetup tonight in NYC - thank you @CleanTo2ndLien for organizing and @bridgelenderguy for the invite. It was good to see @antonia_mdprjct again and meet @aussieflya @TexasDoughnut_ @ariel1429 @BennyCheng14 @doggedtenacity. Talk to you all shortly.
    1.9K

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