Tag: Interest Rates

Assisted Living

Wednesday Feature: Lending Trends Still Reflecting a Tight Capital Environment

Happy Hump Day! The National Investment Center released its third quarter 2023 lending trends report and while the data is a bit old, it is reflective of current market conditions. The report is available here:…

Health Policy and Economics

Econ Tuesday: CPI Report Out, Heat Still On

Welp, it’s Fat Tuesday and the King Cake isn’t any cheaper compared to last year. Nothing in today’s January CPI report bears good news for senior living or healthcare providers as the headline inflation number…

Health Policy and Economics

Wednesday Feature: Recession Ahead?

Happy Hump Day! Advent has begun and soon, Chanukah will kick-off. ‘Tis the season or seasons. I will no doubt say this (or write it) many times over, but it always bears repeating, Happy Holidays…

Health Policy and Economics

Friday Feature: Senior Living Credit/Borrowing Still, Very Soft

TGIF! This week has been very busy with lots of data and lots of economic news. We got a new report from the BLS on inflation. We got earnings reports from Home Depot, Target, and…

Health Policy and Economics

Wednesday Feature: CPI, Economy, 40 Days to Christmas

OK, the title is kind of funky, but these concepts do connect. Yesterday, the Bureau of Labor Statistics released the Consumer Price Index (inflation report) for October, 2023. Good news? Maybe. A mixed bag? Definitely….

Health Policy and Economics

Friday Feature: Senior Living Investment Outlook

TGIF! On a calendar year basis, we are into the home stretch for 2023. It’s generally about now that I start looking at how 2024 is shaping up. What trends are there to watch? What…

Assisted Living

Sr. Living M&A Update – Third Quarter

This topic fits a line from the old police serials of my younger days. These are the favorites I watched religiously like Adam-12, the Rookies, The FBI, etc. The line, generally at a crime scene:…

Health Policy and Economics

Real Estate Sales Report – News Worsens for CCRCs/Life Plan Communities

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…

Health Policy and Economics

Friday Feature: Where Inflation Came from and Why

The Federal Reserve hasn’t always conducted FOMC meetings (Federal Open Market Committee). It started meeting in late 1973 or early 1974. The purpose of the meeting was to address inflation primarily, in the economy; ways…

Health Policy and Economics

Not Just Senior Living…Hospitals Too

Lately I’ve written a fair amount (multiple articles) regarding the economic conditions in senior living/post-acute care. The current economic headwinds of rising capital costs/interest rates, labor scarcity, rising costs due to labor scarcity and commodity…

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Reg

Healthcare executive, consultant, and author covering post-acute care, senior living, and the economics behind both - for 30+ years.

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