Post-acute Care

Once a quarter, we feature an issue of Z-News that is devoted to recommended reading. These lists include newly releases research reports, hot-topic white papers or noteworthy articles that have meaningful information for the senior living & care sector.

In early September, the U.S. Department of Health and Human Services, through the Centers for Medicare & Medicaid Services (CMS), issued their proposed rule on Minimum Staffing Standards for Long-Term Care Facilities. This proposed rule builds on the President’s Action Plan for Nursing Home Reform launched in 2022.

A joint effort between Ziegler and Senior Housing News, this publication explores ways today’s senior housing & care CFO can evaluate technology solutions, expand your network of financing options and discreetly execute a sale process.

Ziegler is pleased to announce its role as exclusive financial advisor to Pinecrest Community, a 192-unit senior living community located on 40 acres in Mount Morris, IL.

Ziegler Credit Surveillance is pleased to present this annual study of 19 financial ratio median and quartile values we deem important for analyzing the credit quality of not-for-profit Continuing Care Retirement Communities. These ratios address profitability, liquidity, cash flow, and capital structure.

Ziegler, in partnership with M&T, is pleased to announce its role as financial advisor in a $19,485,000 Fannie Mae refinancing on behalf of Essex Communities to refinance the existing debt on Carmel Oaks, a 55+ age-restricted independent living community in Lakewood, CO.

The September 2022 Ziegler CFO Hotline poll was devoted to the topic of Resident Monthly Fee Increases. This has been an annual poll conducted by Ziegler for a number of years and is valuable to senior living organizations for budget planning. This summary report provides data received from the current survey and also details the historical comparison of changes from previous years.

Ziegler is pleased to announce the closing of $30,000,000 of Series 2022 Bonds for Life Care Ponte Vedra, Inc. d/b/a Vicar’s Landing. Located in Ponte Vedra Beach, FL, bond proceeds will primarily be used to fund Phase II of the Vicar’s Landing at Oak Bridge expansion project.

Ziegler is pleased to announce its role in advising The Residentialist Group (TRG) on its sale to SCAN Group, the parent of SCAN Health Plan, one of the nation’s largest not-for-profit Medicare Advantage plans. TRG provides clinical services to frail and vulnerable older adults in their homes in the Southern California and Greater Philadelphia areas.

The June 2022 Ziegler CFO HotlineSM poll was devoted to the topic of Sales and Marketing Staff and Commissions.  Nearly 200 not-for-profit senior living CFOs and financial professionals from around the country responded to the survey, with 69% representing single-site organizations and 31% from multi-site organizations.