Healthcare, Senior Living, Economics
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
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
As of January 1, 2026, the scope of Medicare’s site-neutral payment policy expands to include drug administration services—such as chemotherapy and other infused therapies—furnished in excepted (grandfathered) off-campus provider-based departments (PBDs) of hospitals. Under the CY 2026 OPPS final rule published by CMS: CY 2026 OPPS and Ambulatory Surgical Center Final Rule – Hospital Price … Read more
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
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 June of this year, I did a post on this topic focusing on Life Plan sales and the residential real … Read more
On December 11,2025, the Senate rejected competing bills addressing Affordable Care Act (ACA) subsidies, resulting in the expiration of tax credits and the prospect of higher health insurance premiums for many Americans in 2026. Both a Democratic bill intended to extend these subsidies and a Republican proposal involving Health Savings Accounts (HSAs) failed to pass, … Read more
This past week the Bureau of Labor Statistics (BLS) released May’s CPI (inflation) report. Overall, the trend is improving with inflation now, month over month, increasing .1% vs. .2% in April. On a 12 month basis, inflation has risen 2.4% (not seasonally adjusted). See below. Of the items that continue to run “hotter” than overall … Read more
Over the years, I have written and spoken on the direct connection that Life Plan/CCRC organizations have with the residential real estate market. This is particularly true for entry fee Life Plan communities (CCRCs). https://rhislop3.com/real-estate-sales-report-news-worsens-for-ccrcs-life-plan-communities/ Today and across the recent six to nine months, the residential real estate market has been as illiquid (reduced sales) … Read more
Overview On May 11, House Republicans introduced a 160-page (Subtitle D Health Ae3638d840 | PDF | Medicaid | Federal Government Of The United States) bill aiming to implement nationwide Medicaid work requirements and stricter eligibility standards. The legislation, part of a broader budget reconciliation package, seeks to cut federal spending by hundreds of billions of … Read more
I had a chance today to visit with Daniel Horowitz on his podcast regarding healthcare spending, healthcare reform, health policy and economics. We a had a great discussion. The podcast link is below. Feel free to share with others as you all see fit. Why Health Care Sucks and What Ought to Be Done If … Read more