Industry Outlook

Senior Living Occupancy Trends in 2026

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Senior Living Occupancy Trends in 2025

Senior living occupancy trends in 2025 reflect tighter supply, aging demand, labor strain, and capital discipline shaping operator strategy.

Medicare Reform Analysis Update

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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

Mid-Year Senior Living Update

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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 of occupancy trends but overall, the industry is faring better than it has since the Pandemic, yet weakness for developers … Read more

CMS: Moratorium on Hospices and Home Health

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On May 13, 2026, the Centers for Medicare & Medicaid Services (CMS) imposed a nationwide six-month moratorium on new Medicare enrollments for hospice providers and home health agencies (HHAs). The action follows a recent executive order creating a federal task force to prevent fraud and disrupt fraud networks. Scope of the Action The new restrictions … Read more

Agency Scrutiny of PE in Healthcare

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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

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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

Presentation: Medicare is Bankrupting America

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A couple of weeks ago, I did a webinar for Freedom Hub titled Medicare is Bankrupting America. The links to view the program are below. A number of folks have messaged me asking for the Power Point (if I would oblige). The presentation is available here and feel free to download (no charge): Medicare Bankrupting … Read more

Program: Medicare is Bankrupting America

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Last week I had the chance to work with Freedom Hub on a program called Medicare is Bankrupting America. It was a great discussion/webinar covering lots of economic and health policy information. The program is now available to watch on Rumble or X. The Rumble link is here: https://rumble.com/v767s6y-medicare-is-bankrupting-america.html The X link is here: https://x.com/freedom_hub1/status/2026349274011685014/video/1 … Read more

Rural Health Transformation Program Overview

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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