Expert Insights from Ziegler

Our commitment to share our expertise with our clients is a Ziegler Advantage. Through our weekly and monthly newsletters, our industry white papers, guest appearances on live broadcasts, columns and articles in industry publications, published research, industry speaking engagements and conference call briefings on market and industry happenings... we work hard to bring our thought leadership to you. And we are confident in the messages from our experts. We've been at it for over a century and every single day of the year, we continually work to improve our knowledge and expertise to better serve our clients.

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• AZ 100 Single-site Form
  12/15/2008 A form for single-site providers to complete in order to update our AZ 100 database.
• CFO Workshop - TEXAS
  11/13/2008 - The Legacy at Willow Bend - Plano, TexasRegister Now
• AZ 100 Affordable Housing Form
  11/7/2008 A form for affordable housing providers to complete in order to update our AZ 100 database.
• Thank You To Our Speakers
  A special thank you to our speakers at the 2008 Ziegler Senior Living Finance + Strategy Conference With appreciation from the Ziegler team
• Demand Methodology: Finding Common Ground
  10/10/2008 Background: The Demand Methodology Task Force (“Task Force”) consists of representatives of Brecht Associates, Dixon Hughes PLLC, Hamlyn Senior Research, New Life Management and Development and Parente Randolph, and is facilitated by Ziegler. The Task Force had its inception in the fall of 2006 at the annual Ziegler Senior Living Finance + Strategy Conference.
• Ziegler SL Glossary
  10/1/2008 - 2008 Senior Living Glossary2008 GLOSSARY OF SENIOR LIVING FINANCE TERMS
• ZIEGLER HONORED AT THE 2008 NIC CONFERENCE
  09/30/2008 - Impact of Erickson Communities on Existing MarketsZiegler was awarded the prestigious Honorable Mention designation at the 2008 National Investment Center for the Seniors Housing and Care Industry Conference.
• The Rochester Friendly Home
  07/12/2008 - Amount: $16,745,000, State NYThe Friendly Home is a not-for-profit with a rich history of serving its mission to those in upstate New York (Rochester area). The Friendly Home's roots date back to 1849, when a group of benevolent ladies formed the "Rochester Society for the Relief of Friendless and Homeless Females."
• 2008 AAHSA Ziegler 100 Listing
  2008 The 2008 AAHSA Ziegler 100 confirms, once again, the significant role that AAHSA-member notfor- profit organizations play in the aging services field. This report, the fifth edition of the AZ100, is a snapshot of the long-standing story of our members' enlightened leadership, transformation and good works. By telling their stories, these members are engaged in shared learning – sharing their experiences and strategies with the entire field. At the same time, they are helping to increase public awareness and understanding of our sector of aging services.
• Retirement Housing Foundation
  06/23/2008 - Amount: $126,840,000, State: CARetirement Housing Foundation (“RHF”) is a California non-profit public benefit corporation incorporated in 1961.
• Bethesda
  05/29/2008 - Amount: $21,480,000, State: COEstablished in 1968, Bethesda Adult Communities (“BAC”) is a senior living organization based in Colorado Springs, Colorado. BAC has 15 communities on 14 campuses in Arizona, Colorado, Indiana, Missouri, Nebraska and Texas – with 226 independent living units, 936 assisted living units and 35 memory care units.
• What an Investor Wants a Senior Living CFO to Know (Part II)
  05/9/2008 Ron Mintz, Principal and Senior Municipal Credit Analyst at Vanguard presented "Ten Things a Buyer wants a Senior Living CFO to Know," at this year's Ziegler AAHSA National CFO Workshop in New Orleans, April 24-26. This week's z-News summarizes the last five points Mr. Mintz makes in his presentation.
• What an Investor Wants A Senior Living CFO to Know (Part I)
  05/2/2008 Ron Mintz, Principal and Senior Municipal Credit Analyst at Vanguard presented "Ten Things a Buyer wants a Senior Living CFO to Know," at this year's Ziegler AAHSA National CFO Workshop in New Orleans, April 24-26. This week's z-News summarizes the first five points Mr. Mintz makes in his presentation.
• Asbury Pennsylvania Obligated Group - Mechanicsburg, PA
  04/11/2008 - Amount: $16,750,000, State: PAAsbury Communities, a high-quality senior living organization with a vision to provide exceptional services for seniors and to become a national leader in defining the future of senior living, has been a client of Ziegler since 1997.
• Risk Management Advisory - February 2008
  02/1/2008 On September 26, 2007, the Internal Revenue Service ("IRS") released proposed changes to the arbitrage regulations related to interest rate swaps and yield reduction payments that could facilitate synthetic fixed rate and other variable rate advance refunding transactions.
• Royal Oaks Lifecare Community
  Amount: $12,500,000, State: AZ Royal Oaks Lifecare Community (“Royal Oaks”) is a continuing care retirement community (“CCRC”) that opened in 1983 and is located on a 38-acre site in Sun City, Arizona.
• Ziegler Research's Dozen Continuing Disclosure Best Practices
  01/22/2008 These guidelines provide discussions and recommendations associated with municipal debt securities, but many of these practices are applicable to existing and potential residents, the press and the medical community.
• Pierce Memorial Baptist Home
  01/10/2008 - Amount: $8,575,000, State: CTPierce Memorial Baptist Home, Inc. (“Pierce”) is a Connecticut continuing care retirement community (“CCRC”) with 80 skilled nursing beds and 83 independent living apartments.
• The National Whole-Person Wellness Survey
  11/30/2007 Many senior living communities are adopting wellness concepts and embracing principles that consider the whole person – body, mind, and spirit. This concept of whole-person wellness addresses six dimensions that include physical, social, intellectual, emotional, spiritual, and vocational. The hope is that a whole-person wellness focus will improve residents' quality of life while reducing illness and health care costs. Until now, there has been little information available relevant to wellness programs in senior living communities. The recently released final report, based on the National Whole-Person Wellness Survey, provides a first-look at wellness programs in a national sample of continuing care retirement communities (CCRCs). Today's Z-News provides a summary of the research findings.
• Risk Management Advisory - November 2007
  11/1/2007 It is important that a user of an interest rate swap understand the basic documentation requirements and the legal and business issues associated with an interest rate swap agreement.
• CFO Hotline - Marketing 2007
  November 2007 Attached are responses to a set of Ziegler CFO Hotline questions regarding marketing staffing, payment of commissions and marketing budgets.
• CFO Hotline - Tipping Policies
  November 2007 Attached are responses to a previous Ziegler CFO Hotline question regarding policies on employee tipping. We provided a snapshot of these responses in a Z-News earlier this year (8/17/07); the document attached summarizes the results but also provides comments received from responding CFOs about the use of employee appreciation funds.
• Risk Management Advisory - September 2007
  09/1/2007 Tax-exempt borrowers typically use interest rate swaps to manage interest rate risk associated with their underlying debt. The following information will provide a basic illustration of how a tax-exempt swap rate (or "mid-market rate") is derived. We will also review other important components, which are included in the final swap price shown to a tax-exempt organization... Tax-exempt borrowers typically use interest rate swaps to manage interest rate risk associated with their underlying debt. The following information will provide a basic illustration of how a tax-exempt swap rate (or "mid-market rate") is derived. We will also review other important components, which are included in the final swap price shown to a tax-exempt organization...
• CFO Hotline Potpourri
  08/17/2007 This edition of Z-News provides several highlights on a potpourri of topics posed recently to the Ziegler CFO HotlineSM, a unique information service available to CFOs and others interested in senior living. Ziegler facilitates this electronic interchange among CFOs periodically throughout the year. To use the Ziegler Hotline a CFO sends a question that Ziegler then forwards to a network of CFOs. Interested CFOs submit responses to Ziegler that are then tabulated for all to see. The Hotline provides an opportunity for senior living CFOs to ask questions, share insights and learn from fellow CFOs regarding a myriad of topics related to financial management and operations.
• North Florida Retirement Village
  2007 - Amount: $102,805,000, State: FLNorth Florida Retirement Village, Inc. (the “Obligor”), is a Florida not-for-profit incorporated in January of 1979.
• Buckingham Senior Living Community
  2007 - Amount: $70,220,000, State: TXBuckingham Senior Living Community, Inc. (the “Obligor”), a Texas not-for-profit corporation, was established in July 2002.
• CC Young Memorial Home
  2007 - Amount: $16,985,000, State: TXC.C. Young Memorial Home (the “Company”) owns and operates a non-denominational, predominantly rental, retirement community (the “Community”) located on a 20-acre site overlooking White Rock Lake in northeast Dallas, Texas.
• CFO Hotline - Salon Operations
  August 2007 Joan Lampe, CFO of Goodwin House Incorporated (VA), and Deborah Hart, CFO of Smith Senior Living (IL), submitted questions to the Ziegler CFO Hotline related to Salon Operations.
• CFO Hotline - Entrance Fees
  August 2007 Tim Lochridge, Vice President of Finance/CFO of Shell Point Retirement Community (FL), submitted questions related to entrance refund options.
• Linden Ponds Inc.
  2007 - Amount: $156,365,000, State: MALinden Ponds, Inc. (“LP”) is a not-for-profit sponsor and operator of a continuing care retirement community (“CCRC”) in Hingham Massachusetts, approximately 17 miles southeast of Boston.

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