Z-News | Senior Living Finance: 2023 Mid-Year Not-for-Profit Senior Living M&A Update
Since 2015, we have tracked nearly 850 not-for-profit, market-rate senior living communities that have changed hands. When looking at some of the larger mergers, this number jumps to well over 1,000. Now at the midpoint of 2023 we wanted to provide an update on the not-for-profit senior living & care trends related to merger and acquisition activity.
Z-News | Senior Living Finance: 2023 Senior Living Institutional Investor Workshop
For more than 15 years, Ziegler has hosted an annual Institutional Investor Workshop for those active institutional buyers in the tax-exempt senior living marketplace. This year’s annual event is taking place this week at Ziegler’s headquarters in Chicago.
Z-News | Senior Living Finance: A Reminder of Demographic Trends
Just last week, the U.S. Census Bureau released a new report entitled, America is Getting Older. For those of us in the sector, this was not a shocking headline per se, but the data they reported on is an important reminder of where we stand as an aging nation today and into the future.
Z-News | Senior Living Finance: A Deep Dive Into Life Plan Community Occupancy
Each quarter, we feature a more in-depth analysis on the Life Plan Community (LPC) occupancy, analyzed from a number of different angles. This quarterly feature is to the credit of the team at National Investment Center for Seniors Housing & Care (NIC) and their ability to further analyze the LPC segment. The following write-up delves deeper into their findings for Q1 2023.
Z-News | Senior Living Finance: Ziegler CFO Hotline Report: Succession Planning
The most recent Ziegler CFO Hotline poll was devoted to the topic of Succession Planning, which was previously covered in 2013, 2015 and 2018, allowing for historical comparisons. Over 230 not-for-profit senior living CFOs and financial professionals responded to the survey.
Z-News | Senior Living Finance: The Role of AI & Automation in Senior Living & Care
One of the most popular sessions at this year’s Ziegler LeadingAge National CFO Workshop in Nashville was “Technology – Understanding the Role of Machine Learning & Automation in Finance and Operations.” In this week’s Z-News, we dive into some of the content shared in that session and hope to paint a picture of the abundant opportunities in this space for senior living & care providers.