Private Equity in Healthcare: What Changes Now
Private equity in healthcare is reshaping costs, staffing, and oversight. Here’s what operators, investors, and policymakers should watch now.
Hospitals
Medicare Reform Analysis Update
The real Medicare reimbursement reform analysis starts with a hard truth: this is no longer a debate about payment mechanics. It is a debate about who absorbs risk, which care settings remain financially viable, and whether federal policy can restrain spending without destabilizing access. For operators in post-acute care, senior living, home health, hospice, and … Read more
Agency Scrutiny of PE in Healthcare
My last post covered the legislative activity (Congress) concerning private equity’s role and investment in healthcare, particularly physician practices and hospitals https://rhislop3.com/legislation-restricting-pe-role-in-healthcare/ . Aside from legislation, a myriad of federal agencies are equally engaged. Federal Inquiry into Private Equity Control in Health Care In 2024, the Federal Trade Commission (FTC), the Department of Justice’s Antitrust … Read more
Private Equity Ownership Scrutiny
Private equity investment and ownership in healthcare businesses has been a frequent topic in the news, with coverage largely focusing on negative aspects of private equity’s involvement and engagement in this sector. Recent Legal and Regulatory Developments One notable case highlighting concerns about private equity’s role in healthcare occurred in Sacramento County. A jury awarded … Read more
Rural Health Transformation Program Overview
On December 29, 2025, the Centers for Medicare & Medicaid Services (CMS) announced the inaugural state awards from the $50 billion Rural Health Transformation Program CMS Announces $50 Billion in Awards to Strengthen Rural Health in All 50 States | CMS. The program was created as a policy vehicle to mitigate the potential negative effects … Read more
Rural Healthcare Still Struggling
Seven hundred fifty-six rural hospitals in the United States are at risk of closure due to financial instability, with over 40% classified as being at immediate risk. These figures are derived from the Center for Healthcare Quality and Payment Reform’s latest analysis, which utilizes current cost reports submitted to CMS and verified through December 2025. … Read more
Rural Healthcare Under Intense Pressure
According to a Feb. 11 report by Chartis, 432 rural hospitals are at risk of closure. Chartis analyzed 15 indicators and identified 10 significant predictors, including Medicaid expansion status, average length of stay, occupancy, changes in net patient revenue, and years of negative operating margin. The full report is available here: CCRH WP – 2025 … Read more
Medicaid Spending in the DOGE Radar
Introduction Mr. Musk’s DOGE team has requested access to CMS systems, which manage over $1 trillion in annual payments, according to documents obtained by the New York Times. This initiative, led by Mr. Musk’s longtime associate Steve Davis, aligns with a broader effort to reduce federal spending by scrutinizing payments and contracts. Hospital and health … Read more
TEAM Model and Post-Acute Care
The mandatory Transforming Episode Accountability Model (TEAM) will advance CMS prior work on value-based care models, including bundled care initiatives. The TEAM model (participation) will be mandatory for selected hospitals and participation “optional” for post-acute care providers. Transforming Episode Accountability Model (TEAM) | CMS The Transforming Episode Accountability Model (TEAM) is set to be a … Read more
Private Equity and Hospital Assets
According to a recent JAMA (Journal of the American Medical Association) research letter private equity firms invested $505 billion in healthcare acquisitions from 2018 to 2023. These financial infusions can enhance resources for care. However, these firms have occasionally sold the land and buildings of acquired hospitals, using the proceeds to repay investors and leaving … Read more