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.
Ziegler Closes Financing for Shenandoah Valley Westminster-Canterbury
Ziegler is pleased to announce the successful closing of Shenandoah Valley Westminster-Canterbury’s $52,500,000 Series 2023A and 2023B Bonds. Located in Winchester, VA, SVWC will primarily use bond proceeds to finance a 49 independent living villa apartment expansion project.
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 | 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.
Building for Growth: How Today's Senior Living CFO Can Meet 3 Key Challenges
A joint effort between Ziegler and Senior Housing News, this publication explores ways today’s senior housing & care CFO can evaluate technology solutions, expand your network of financing options and discreetly execute a sale process.
Ziegler Credit Surveillance Special Report - FYE 2021 Financial Ratio Medians for Not For Profit Entrance Fee Continuing Care Retirement Communities
Ziegler Credit Surveillance is pleased to present this annual study of 19 financial ratio median and quartile values we deem important for analyzing the credit quality of not-for-profit Continuing Care Retirement Communities. These ratios address profitability, liquidity, cash flow, and capital structure.
Ziegler and M&T Realty Capital Partner on Fannie Mae Refinancing of 55+ Age-Restricted Independent Living Community | $19,485,000
Ziegler, in partnership with M&T, is pleased to announce its role as financial advisor in a $19,485,000 Fannie Mae refinancing on behalf of Essex Communities to refinance the existing debt on Carmel Oaks, a 55+ age-restricted independent living community in Lakewood, CO.
Z-News | Senior Living Finance: Projecting Resident Monthly Fee Increases for the Year Ahead
The September 2022 Ziegler CFO Hotline poll was devoted to the topic of Resident Monthly Fee Increases. This has been an annual poll conducted by Ziegler for a number of years and is valuable to senior living organizations for budget planning. This summary report provides data received from the current survey and also details the historical comparison of changes from previous years.