Healthcare, Senior Living, Economics
The healthcare sector has experienced another quarter of record-high distress levels, as indicated by the volume of bankruptcy filings, with the senior living and care sector at the forefront. This bankruptcy trend for senior living remains alarming. In January, I took a look at 2023 bankruptcy levels, the worse year in decades. That post is … Read more
Happy Hump Day! Yesterday, I wrote a post regarding the economy and elements that correlate to CCRC performance. In that post, I referenced Fitch Ratings and their “deteriorating” outlook for the sector. Interesting enough, on the same day, Fitch issued a comment that reinforces a deteriorating outlook for CCRCs. The quick comment from Fitch is … Read more
Today’s post is rather short by comparison to others. It is an adjunct to yesterday’s post regarding the credit market status for senior living and post-acute providers. Readers/followers that read the post will note that I included a fair amount of economic discussion, including some Federal Reserve minutes, to frame where I think rates and … Read more
In a report provided by Ziegler investment bank, M&A activity in the non-profit industry segment is “up” for the first half of the year, near record levels. The report suggests the pace will continue into the second half. Compare this data to report from Levin that deal activity was down significantly in the first quarter … Read more