Friday, August 7, 2026 - Updated Daily
Friday, August 7, 2026 - Updated Daily
A life plan community can look stable from the outside – full campus, strong reputation, long wait list history, predictable monthly fees. Then interest rates move, labor costs stay elevated, refund obligations come due, and…
It’s not been quite six months since I’ve taken a deep(ish) look at the state of senior housing/senior living. My last post was in December of last year Not much has changed overall in terms…
Over the years that I have authored this blog, a frequent theme or issue I am often asked to opine on is the connection between the residential real estate market and senior living sales. In…
Introduction Meredith Whitney, often referred to as the Oracle of Wall Street, has made a startling reversal in her long-held predictions about the housing market. For years, her theory of a “silver tsunami” posited that…
Since the pandemic (COVID), capital investment in senior living has been disjointed (to say the least). The pandemic constrained demand and as the economy rebounded from periods of lockdowns, supply shortages, work reductions, etc., inflation…
Last week I wrote about Fitch Ratings updates to their non-profit CCRC rating criteria. The expectation with the changes was that twelve percent of the rated CCRCs could be subject to Under Criteria Observation (UCO)….
Fitch Ratings has completed updates to its ratings criteria for not-for-profit continuing care retirement/life plan communities (CCRCs), enhancing the reflection of the risk profile for these rated entities. These changes come after a period of…
According to data released by NIC (National Investment Center) last week, senior living occupancies ticked up in the first quarter. This is a trend that has continued since the pandemic occupancy “crash”. Other economic data,…
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…
Recently (June 12), the Federal Reserve held its latest FOMC (Federal Open Markets Committee) meeting and decided to maintain the current Fed Funds rate within the range of 5.25% to 5.50%. The reasoning remains the…
Healthcare executive, consultant, and author covering post-acute care, senior living, and the economics behind both - for 30+ years.
No noise - just what changed in healthcare policy and economics, and why it matters to your operation.