Z-News | Senior Living Finance: Strategic Planning in 2018: Rules for Engagement

Monday, March 12, 2018
We know that this time of the year is a popular time for board retreats and leadership team meetings. We felt it was appropriate to spend some time talking about what strategic planning looks like in 2018. What should boards and leadership teams c...

Z-News | Senior Living Finance: Not-for-Profit Sponsorship Transitions: A Year in Review

Monday, March 5, 2018
Ziegler remains committed to keeping providers and industry experts on top of the latest trends in not-for-profit senior living sponsorship transitions. The intent of this edition of Z-News is to provide a look back at 2017, as well as continued v...

Z-News | Charter School Finance: Time to Review Your Facilities Finance Arrangements

Wednesday, February 28, 2018
As we move into 2018, school leaders should be reviewing any existing financing arrangements in light of developments in the interest rate market and the recently enacted Tax Reform Act. The marketplace is shifting and there may be opportunities f...

Z-News | Senior Living Finance: Ziegler Releases the Senior Living Municipal Long Bond Index (ZSLMLBI)

Monday, February 26, 2018
Ziegler is proud to announce the release of the Senior Living Municipal Long Bond Index (ZSLMLBI). The ZSLMLBI is the first municipal bond market indicator devoted exclusively to naturally rated, long maturity municipal bonds in the senior living...

Z-News | Senior Living Finance: Ziegler Education, Research and Thought Leadership in 2018

Monday, February 19, 2018
Over the years, Ziegler has been committed to offering senior living providers and industry professionals with high-caliber educational and networking opportunities, and this year is no exception. In 2018, Ziegler’s Senior Living finance practice...

Z-News | Senior Living Finance: One Month Into the New Tax Bill: Ziegler Observations from the Field

Monday, February 12, 2018
As we all know, 2017 came to a close with the adoption of the Tax Cuts and Jobs Act, signed into law by the President on December 22. While the new tax bill brings forth a number of changes, there are specific items that impact not-for-profit seni...

Z-News | Senior Living Finance: Ziegler CFO Hotline: Outlook for 2018

Monday, February 5, 2018
Heading into 2018, we wanted to devote a Ziegler CFO HotlineSM poll to taking the temperature of the key issues facing senior living Chief Financial Officers (CFOs). Roughly 160 not-for-profit CFOs from around the country participated in the survey.

Z-News | Senior Living Finance: SNAPSHOT! Senior Living Stats and More

Friday, February 2, 2018
A listing of total number of life plan communities, monthly fee increases, medical cost of living increases, staffing/employment rates and more.

Z-News | Senior Living Finance: Not-for-Profit Skilled Nursing Dispositions & Closures

Monday, January 22, 2018
In last week’s issue of Z-News, one of the key trends identified for 2018 was the continued pressures being placed on skilled nursing and post-acute providers. The shift to value-based payments, direct care staffing challenges, changing consumer p...

Z-News | Senior Living Finance: The Annual “Look Behind…And Look Ahead”: Part II- Key 2018 Trends

Monday, January 15, 2018
In last week’s issue of Z-News, we took a look behind at 2017; what the state of the capital lending market presented itself to be for those seeking tax-exempt bond fi nancings or those opting for bank credit. This week’s issue takes a strategic...