Multi-Site Senior Living

Ziegler is pleased to announce its role as exclusive sell-side advisor to Retirement Housing Foundation on the sale of its 15-community senior living portfolio located across six states to Pacifica Companies, LLC, a privately-owned real estate, private equity firm based in San Diego, CA.

Next week, more than 200 financial professionals from the not-for-profit senior living & care sector will convene in Austin for the 26th Annual Ziegler LeadingAge National CFO Workshop. This annual conference is devoted to topics of importance to the CFOs, VPs of Finance and other related positions within senior living. This year’s agenda features nearly 50 guest speakers and panelists, in addition to the contributions of Ziegler team members throughout the various sessions.

As part of our celebration of Women’s History Month and our ongoing commitment to Diversity, Equity and Inclusion, Ziegler hosted its Annual Women in Senior Living Leadership Forum on March 28th. This virtual event featured a CEO panel of amazing women leaders including Vassar Byrd (CEO of Kendal), Terri Cunliffe (CEO of Covenant Living), and Sevy Petras (CEO of Priority Life Care).

In March, Ziegler conducted a CFO Hotline^SM survey on C-Suite executive compensation and this week’s Z-News covers a portion of those results. More than 240 CFOs and finance professionals participated in the survey, with 58% representing single-site providers and the remaining 42% from multi-site organizations.

In March 2024, a Ziegler CFO Hotline^SM survey gathered feedback related to Executive Incentive Compensation. Over 240 organizations participated in the survey. Approximately 58% were single-site senior living providers, while the remaining 42% represented multi-site organizations. The respondent pool is heavily weighted towards Not-for-Profit Life Plan Community organizations.

Once a quarter, we feature an issue of Z-News that is devoted to recommended reading. These lists include newly released research reports, hot-topic white papers or noteworthy articles that have meaningful information for the senior living & care sector. The list of reading materials below range in topics from senior living outlook, salary increases, among others. As always, we welcome feedback on potential future publications or articles to include for our readers.

Ziegler is pleased to announce its exclusive financial advisory role in the sale of a 100+ bed skilled nursing facility in a northern neighborhood of Chicago.

Ziegler’s first CFO Hotline poll of 2024 was devoted to Employee Compensation, a topic previously surveyed in 2013, and an important one given the current staffing challenges. Specific questions were asked about salary increases for the past year and the year ahead, what percentage of the overall budget was and is devoted to compensation, the types of employee bonus incentives, and other benefits offered. Nearly 250 CFOs and finance professionals participated in this survey.

Ziegler is pleased to announce its role as exclusive financial advisor to Parkview Christian Retirement Community in its sale to a for-profit senior living owner/operator underscoring Ziegler’s commitment to facilitating seamless and impactful transitions within the senior living industry.

In February 2024, a Ziegler CFO Hotline^SM survey gathered feedback related to Employee Compensation. Nearly 250 organizations participated in the survey. Approximately 61% were single-site senior living providers, while the remaining 39% represented multi-site providers. The respondent pool is heavily weighted towards Not-for-Profit Life Plan Community organizations.