60 Seconds with Swett: Medicare Advantage Sees A Pay Bump
As the healthcare industry braces for whatever impacts tariffs may have on operations, an impossible task to predict accurately given the flux on that matter, providers also are welcoming a new head of CMS, Dr. Mehmet Oz, who was confirmed by the Senate last week. There is some uncertainty on how the Trump Administration will treat healthcare providers overall, specifically in the senior care industry, with some positives coming from the end of the minimum staffing mandate and an overall friendlier business climate, versus the threat of increased scrutiny on Medicare and Medicaid spending with respect to fraud and abuse potentially contributing to falling revenues. When reading the tea... Read More »
60 Seconds with Steve Monroe: Here We Go Again
Investigate, investigate, investigate. Regulate, regulate, regulate. Why not assist? Why not help? Why not try to understand? Liz, Ron and Kirsten, of U.S. Senate fame, have asked the GAO to investigate the assisted living industry and to see if federal oversight is needed. Really? Are we going down this road again? How did that work out for the nursing home industry? As we know, the assisted living sector is predominantly private pay, unlike nursing homes, but the senators are using information from state Medicaid agencies to back up their claims. I suppose I could see them investigating any assisted living community that is receiving Medicaid funds to make sure the money is wisely spent,... Read More »
60 Seconds with Swett: Loneliness, Health and the Active Adult Opportunity
We came across a recent survey by U.S. News & World Report that interviewed seniors who moved into either independent living, assisted living or memory care in the last two years, trying to gather how seniors experience social connection within their communities and also how they gauged their loneliness and health trajectories leading up to their move. To no one’s surprise, the percent of seniors who felt lonely a majority of the time dropped from 69% before the move to seniors housing to 42% afterwards, still a large share, unfortunately. A smaller percentage reported taking part in more activities, more physical activity or finding meaning or purpose in daily life more often after... Read More »
60 Seconds with Swett: The Demand for SNFs
We had a fantastic webinar last week that covered our recently published valuation statistics from The Senior Care Acquisition Report but also how valuations, the lending environment and M&A strategies are changing in 2025, so far. Jason Punzel of Senior Living Investment Brokerage, Steve Munn of VIUM Capital and JP LoMonaco of CBRE joined me for the discussion and all had fascinating and useful takeaways on the current state of the market. I ended the webinar with a question about what type of property each panelist would purchase themselves, if they had the equity to finance the rest of the acquisition with debt. Although much of the webinar centered around the seniors housing... Read More »
60-ish Seconds with Steve Monroe: So, What’s Goin’ On?
While I did not make it to the NIC Spring Conference last week, my colleagues Ben and Steph were there to meet and greet the record crowd. The crowd included a lot of smiling faces. Some takeaways included the expectation that liquidity is returning and that we will see bigger deals this year. Also, lenders will be putting out more cash in 2025 than in 2024. All of this bodes well for the M&A market. There was, however, some concern about what the Trump Administration is doing, and what the impact will be on seniors housing and care. And there should be concern. Even though the labor situation has improved, my guess is that there will be fewer low-wage workers around given some... Read More »Schedule a demo
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