Friday, September 4, 2026 - Updated Daily
Friday, September 4, 2026 - Updated Daily
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…
The Fitch Ratings Public Finance outlook dropped earlier this week and not surprising, their outlook for Life Plan Communities and Non-Profit Hospitals/Health Systems remains negative or in their terms, “deteriorating”. Their forecast is for deteriorating…
With occupancy rebounding to pre-pandemic levels and demand remaining strong, CCRCs/Life Plan Communities continue to face economic headwinds from capitalizing on improving market conditions. Capital costs continue to rise making borrowing money a challenge or…
On Monday, Fitch (investment rating agency) dropped a non-rating commentary as an alert that should the economy hit a recession (I would argue not “should” but “when”), that Life Plan communities will encounter additional financial…
As economic conditions continue to create headwinds for senior living, I thought this post was timely. Bottom-line: I’m seeing lots of single site and even a number of multi-site, small scale organizations struggling. Depending on…
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.