• Z-News: Financial Reform Of The OTC Derivatives Market And The Uncertainty That Remains For Senior Living Providers
  08/6/2010 On July 21st President Obama signed into law the financial services regulatory reform bill now known as the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Dodd-Frank”). The legislation contains vast provisions that will reshape almost every aspect of the financial system, including the over-the-counter (“OTC”) derivatives market.
• Z-News: Financial Reform Of The OTC Derivatives Market And The Uncertainty That Remains For Senior Living Providers
  08/6/2010 On July 21st President Obama signed into law the financial services regulatory reform bill now known as the Dodd-Frank Wall Street Reform and Consumer Protection Act (“Dodd-Frank”). The legislation contains vast provisions that will reshape almost every aspect of the financial system, including the over-the-counter (“OTC”) derivatives market.
• Z-News: Actuarial Risks Are Not Limited To Type A and B Contracts
  07/30/2010 As a student of the CCRC industry, I watched and read with interest the findings of the GAO and the Senate Special Committee on Aging studies. My take on their findings is that the few CCRCs that have had financial difficulties that resulted in bankruptcy are exceptions to the overall risk exposure for residents of CCRCs.
• Z-News: 2010 AAHSA Ziegler 100: Additional Listings
  07/23/2010 The 2010 AAHSA ZIEGLER 100 (AZ 100) publication has as its primary listing a ranking of the largest non-profit multi-site senior living organizations providing market-rate senior living. The publication also ranks the largest affordable (non-market rate) senior housing multi-site providers, single-campus senior living communities, and single-campus senior living providers.
• Z-News: 2010 AAHSA Ziegler 100: Sneak Preview
  07/16/2010 Today’s Z-News provides a sneak preview of the soon-to-be-released 2010 AAHSA Ziegler 100 (“AZ 100”). In the coming weeks AAHSA and Ziegler will release their seventh publication of the AZ 100, a listing of and related research on the largest non-profit senior living multi-site organizations.
• Z-News: A2ZCCRC.com: A Benchmarking Facelift
  07/9/2010 Benchmarking is the process of evaluating your organization, or a facet of your organization, with the goal of learning from others in order to improve yourself.
• Z-News: Suggested Reading For Senior Living Finance Strategic Thinkers: Second Quarter 2010
  07/2/2010 “The Senior Care Acquisition Report, 15th Edition, 2010.” By Irving Levin Associates Inc., 2010. For nearly 20 years, Irving Levin Associates has conducted a survey of trends related to the annual acquisition transactions of seniors housing and skilled nursing communities. The report provides a comprehensive look into the senior care mergers & acquisitions market.
• Z-News: Recommended Best Practices for Disclosure: New Ziegler Special Report for Senior Living Borrowers
  06/25/2010 In the May 14, 2010 edition of Z-News, Ziegler alerted readers to the imminent publication of updated Continuing Disclosure Best Practices by the Ziegler Research Department. We at Ziegler Research are pleased to announce that the Special Report entitled “Top Ten Continuing Disclosure Best Practices” has now been released.
• Z-News: Ziegler AAHSA National CFO Workshop Highlights: Accounting Practices Under The Spotlight
  06/18/2010 The Financial Accounting Standards Board(FASB)spent much of the 2009 economic storm fully engaged in issuing a steady stream of new guidance.
• Z-News: Getting The Most Value From The "New And Improved Z-News"
  06/11/2010 Regular Z-News readers over the years are accustomed to the centrality of its “featured article,” which, until recently, was the newsletter’s primary focal point and theme.
• Z-News: Ziegler AAHSA National CFO Workshop: Bank Approvals — Aligning Expectations With Reality
  06/4/2010 Beginning in late 2007, Ziegler has frequently reported that the bank credit market for senior living providers has changed dramatically: credit is exceptionally tight, fees have doubled to tripled, and commitment periods have shortened.
• Z-News: Ziegler AAHSA National CFO Workshop Highlights: Operations Under Fire!
  05/28/2010 The typical senior living CFO monitors and manages an ongoing checklist of critical operational, financial and compliance matters that guide the enterprise through its current and long-term budgetary cycles...
• Z-News: AAHSA Ziegler National CFO Workshop Highlights: The Journey Toward Affiliation
  05/21/2010 Senior living mergers and acquisitions (M&A) are a popular topic at Ziegler’s various professional conferences throughout the year, and the “Great Recession” has provided plenty of fodder for some diverse and sometimes emotionally-charged discussions.
• Z-News: The Annual Look Behind... And Look Ahead
  02/26/2010 Regular readers of Z-News know that we pause early in the year to consider critical trends and events affecting the senior living industry in both the year behind and the year ahead. A picture is worth a thousand words.
• Z-News: Special Edition Senior Living Investment Opportunities
  12/11/2009 Ziegler’s mission for decade after decade has been to serve our clients with a range of financial solutions, from underwriting and bond financing services to asset management… for hospitals, churches, schools and senior living.
• Z-News: A Suggested Reading For Senior Living Finance Strategic Thinkers - Fourth Quarter 2009
  12/11/2009 “Ziegler National CCRC Listing and Profile.” By Ziegler Capital Markets, November 2009. This inaugural version of Ziegler’s comprehensive listing of CCRCs, accompanied by detailed research related to this sector of seniors housing, profiles more than 1,800 properties throughout the country.
• Z-News: Ziegler CFO Hotline Participants Forecast Modest Fee Increases For 2010
  12/4/2009 With the approaching year end, Ziegler’s Senior Living Research department is fielding the inevitable spate of questions from CFOs regarding industry expectations for projected fee increases for 2010.
• Z-News: Financial Ratios & Trend Analysis of CARF-CCRC Accredited Organizations (2009)
  11/27/2009 “An organization’s current financial results are significantly affected by past decisions related to strategic and capital planning, capital financing, and investment activities, as well as management’s operating philosophy.
• Z-News: Bank Credit Market Forecast-Slushy
  11/20/2009 From the beginning of the global financial crisis in the 4th quarter of 2008 and continuing through early 2009, words like “frozen,” “illiquid” and “dormant” were used to describe the state of the senior living capital markets.
• Z-News: Ziegler Releases First-of-its Kind National CCRC Publication
  11/13/2009 At AAHSA’s Annual Meeting and Exposition in Chicago last week, Ziegler Capital Markets released the inaugural edition of the Ziegler National CCRC Listing & Profile, a comprehensive directory of the nation’s continuing care retirement communities (CCRCs) accompanied by detailed research and descriptive observations related to the continuing care sector.
• Z-News: Ziegler Senior Living Finance + Strategy Conference Highlights - Mergers, Affiliations & Dispositions: Growing Trends
  11/6/2009 The Great Recession; The New Normal; Market Shift Happens; Bankruptcy: Could it Happen to You? What do these themes have in common? They typify the mindset of attendees at this year’s Ziegler Finance + Strategy Conference at La Costa Resort, Carlsbad, CA.
• Z-News: Ziegler Senior Living Finance + Strategy Conference Highlights - Single-Site CCRCs in the Spotlight
  10/30/2009 It is an often-used phrase in referring to senior living borrowers entering the capital markets for the first time or after a long hiatus: “It’s a story credit”.
• Z-News: Ziegler Senior Living Finance + Strategy Conference Highlights - 2009 Bank Finance Panel
  10/23/2009 The role of commercial banks in senior living finance has historically been centered on providing clients access to variable rate demand bonds (VRDBs) through the issuance of Letters of Credit (LOC).
• Z-News: Ziegler Senior Living Finance + Strategy Conference Highlights - Alternative Financing Options
  10/16/2009 Senior living providers across the country have spent much of 2008 and 2009 frustrated with, and perplexed by, the virtual shut-down of the capital markets in the wake of the post- Lehman market meltdown; thus, it was not surprising that a well-received “Hot Topic” presentation at the 12th annual Ziegler Senior Living Finance + Strategy Conference offered attendees current news on today’s alternative financing vehicles.
• Z-News: Suggested Reading For Senior Living Finance Strategic Thinkers - Third Quarter 2009
  10/9/2009 “2009 AAHSA Ziegler 100.” ( Part I and Part II) By AAHSA and Ziegler Capital Markets, August 2009. The sixth edition of this annual publication ranks the largest 100 non-profit senior living multisite organizations by total number of market-rate units as of 12/31/08.
• Z-News: 2009 State of Senior Living and Senior Living Capital Markets
  10/2/2009 The mood and tenor of the Ziegler Senior Living Finance + Strategy (SLF+S) Conference at the La Costa Resort in Carlsbad, CA this week reflected the sunny, cloudless skies gracing the conference: a growing (though cautious) optimism that, in fact, a warming of the capital markets was occurring and the general malaise affecting the sector and the capital markets might be easing.
• Z-News: Taking Advantage of the Continuing Market 'Thaw'
  09/25/2009 Readers of Z-News are all-too-familiar with the multiplicity of negative factors in the current capital markets that have severely restricted access for senior living providers — disrupted real estate values; high fixed interest rates; withdrawal of letter of credit banks from the sector; and excruciatingly low investment returns are but to name a few.
• Z-News: Ziegler Senior Living Finance + Strategy Conference Highlights (Part II)
  09/18/2009 The 12th Annual Ziegler Senior Living Finance + Strategy Conference is just around the corner. While writing this Z-News staff and speakers are finalizing speaking points and last-minute details and looking forward to La Costa in Carlsbad/San Diego, the site of this year’s conference.
• Z-News: Ziegler Senior Living Finance + Strategy Conference Highlights (Part 1)
  09/11/2009 The 12th Annual Ziegler Senior Living Finance + Strategy Conference at The La Costa Resort and Spa (Carlsbad/San Diego, CA) is just around the corner(Sept 30 - Oct 2).
• Z-News: Ziegler Places First Start-up CCRC Financing in 2009: $86MM For 15 Craigside, Honolulu, Hawaii
  09/4/2009 The long-frozen senior living capital markets continue to show signs of thawing, and this past week the markets reached a new landmark in the successful pricing of just over $86 million fixed-rate bonds for 15 Craigside, a new continuing care retirement community to be built in the Nu’uanu suburb of Honolulu, Hawaii.

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