Z-News | Senior Living Finance: Life Plan Community Occupancy Update – 3Q 2023
In previous issues of Z-News, we featured a deeper dive into Life Plan Community occupancy in partnership with National Investment Center for Seniors Housing & Care (NIC). This issue features an analysis of the Q3 2023 data for LPCs/CCRCs.
Z-News | Senior Living Finance: M&A in Focus: Not-For-Profit Sponsorship Transition Activity 2023 Update
Senior living and care organizations are looking for ways to partner, to achieve greater scale, and utilize resources that will strengthen operations for future stability. This issue of Z-News is intended to provide an update on the level of activity among not-for-profit providers and to uncover specific trends unfolding in recent years.
Z-News | Senior Living Finance: Ziegler’s Recommended Reading List: Q4 2023
Once a quarter, we feature an issue of Z-News that is devoted to recommended reading. These lists include newly releases research reports, hot-topic white papers or noteworthy articles that have meaningful information for the senior living & care sector.
Z-News | Charter School Finance: Navigating the Waters of ESSER
In response to the challenges schools across the country faced during the COVID 19 pandemic, Congress provided additional federal funding to K-12 schools through the Elementary and Secondary School Emergency Relief Fund (ESSER). Funded in three tranches through the CARES Act, CRRSA Act, and ARP Act, ESSER funds presented both opportunities and challenges for our clients. To understand how charter schools are navigating the intricacies of ESSER, we recently met with Steve Robinson, the Chief Business Officer of Literacy First Charter Schools (LFCS).
Z-News | Senior Living Finance: Proposed CMS Minimum Staffing Standards for Long-Term Care Facilities
In early September, the U.S. Department of Health and Human Services, through the Centers for Medicare & Medicaid Services (CMS), issued their proposed rule on Minimum Staffing Standards for Long-Term Care Facilities. This proposed rule builds on the President’s Action Plan for Nursing Home Reform launched in 2022.
Z-News | Senior Living Finance: Not-For-Profit Life Plan Community Financial Ratios and Medians
Last week, the 31st edition of the Financial Ratios & Trend Analysis of CARF-Accredited Continuing Care Retirement Communities was released. Ziegler is pleased to be a partner to CARF, along with Baker Tilly, on this annual publication.
Z-News | Senior Living Finance: Projecting Resident Monthly Fee Increases for the Year Ahead
Last week, Ziegler released its most recent CFO Hotline survey report focusing on resident monthly fee increases for 2023 and projected into 2024. This annual survey has been conducted by Ziegler for more than a decade.
Z-News | Senior Living Finance: The Largest Not-for-Profit Single Site Senior Living Communities
In this week’s issue of Z-News, we feature the 200 largest not-for-profit single-site senior living communities in the country (increased from 150 over last year’s publication). This ranking is one of several additional rankings in the report beyond the primary “LZ 200” organizations. The rankings are based on total market-rate unit counts as of December 31, 2022.
Z-News | Charter School Finance: Charter Schools as the Solution to Reverse Learning Loss Caused by the Pandemic
At Ziegler’s Charter School Investor Workshop, investors were surprised when they examined the latest national test results that showed a decline in the standard of educational achievement. The pandemic had devastatingly impacted student learning. Recent data from the National Assessment of Educational Progress (NAEP) indicated a significant learning loss, underscoring the need for immediate and effective interventions.