Healthcare, Senior Living, Economics
Since the pandemic (COVID), capital investment in senior living has been disjointed (to say the least). The pandemic constrained demand and as the economy rebounded from periods of lockdowns, supply shortages, work reductions, etc., inflation snuck in. In turn, to battle inflation, the Federal Reserve steadily raised interest rates. The rise in rates changed the … Read more
The bifurcated title for this post (twofer) means two quick subjects, wrapped into a “what’s next” for 2025. The wrapper in this case is marketing, a subject that I’ve often written about across this blog’s dozen plus year history (hard to believe it has hung around that long). According to NIC (National Investment Center), and … Read more
Back in December of 2023 (late), I wrote a post with my 2024 Outlook. I dusted off the “old” crystal ball and peering deeply, I offered a few prognostications. The post is available here: https://rhislop3.com/2023/12/27/wednesday-feature-outlook-for-2024/ Below are the predictions along with a quick review of how close, or not, I was at the time. I’ll … Read more
Entering the final quarter of the year, it seems timely to examine the current trends in senior housing occupancies, identify effective marketing strategies, observe rate trends, and consider the outlook for 2025. The senior housing sector is experiencing substantial changes driven by the growing need for specialized senior care services and progress in technology and … Read more
Happy Hump Day! Yesterday, I wrote a post regarding the economy and elements that correlate to CCRC performance. In that post, I referenced Fitch Ratings and their “deteriorating” outlook for the sector. Interesting enough, on the same day, Fitch issued a comment that reinforces a deteriorating outlook for CCRCs. The quick comment from Fitch is … Read more
Happy Hump Day! This will drop before the Federal Reserve Open Market Committee announces its decision on interest rates today. Prediction: Rates will remain unchanged. The Fed will be a bit hawkish however, about rate policy reminding everyone that they are poised, if necessary, to hike rates to fight inflation. Thus, the title for today … Read more
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: NIC_Lending__Trends_Report_3Q2023 Suffice to say since I last provided an update on this subject area, things have not improved. Capital access … Read more
Working on a number of things today with other projects in the fire as well. Haven’t had much time to sit and think, let alone compose much of a post or do much research into current topics so this quicky via the notebook will have to do – Happy TGIF Eve! Tuesday’s CPI report and … Read more
As the economy continued to struggle through a high inflationary cycle with restrictive Federal Reserve policy in-place to curb inflation, providers struggled to stay afloat in the turbulent economic waters. Significant financial headwinds in 2023 have only modestly abated at the start of 2024. Labor supply issues (shortages) of direct care staff (other disciplines as well) … Read more
The Conference Board, a renowned non-profit research organization, has recently released a comprehensive report that sheds light on the business outlook and concerns of CEOs for the year 2024. This study offers valuable insights into the minds of top executives, highlighting their attention towards the economy and organizational talent. In this post, I’ll delve into … Read more