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Tag: financing

The Middle-Market Gap in Senior Housing: Challenges & Opportunities

At its recent regional conference, the National Investment Center for the Seniors Housing and Care Industries hosted a panel presentation, moderated by Bill Pettit of Merrill Gardens, that included Michael Best of Cardinal Court Capital, Ben Klein of Platinum Healthcare, and myself. The panel started with slides that laid out the magnitude of the challenge: 33 percent of the 75+...

Out-of-Pocket Health Care Spending in the Last Five Years of Life

Although a key objective of Medicare is protecting the elderly from financial risk, little research has examined the financial impact of out-of-pocket health care expenditures faced by older adults, particularly near the end of life. A recent study in the Journal of General Internal Medicine looks at the out-of-pocket health care expenditures over the last five years of their lives of...

Geoffrey Dohrmann, President of Institutional Real Estate Inc., Weighs In on Affordable Private Pay Senior Housing

Summary: The president of Institutional Real Estate Inc. (IREI) weighed in with his reaction to the previous post on how middle- and low-middle income seniors need financial assistance to pay for housing and care. The affordable private pay problem is a problem for a reason—it has many facets that will require creativity to address. A mindset that considers only a real estate...

Long-term Care Awareness Study Reveals Americans’ Lack of Preparedness Related to Financing Long-Term Care

Northwestern Mutual’s Long-Term Care Awareness Study suggests that many Americans have work to do in order to be financially prepared for the costs of their future long-term care. Northwestern Mutual surveyed a nationally representative sample of 2,500 adults (18 or older) on their understanding of how they will finance their long-term care needs. The survey suggests significant...

Financial Ratios and Trend Analysis: 2012 Report Suggests Operational Strengthening

The 20th publication of Financial Ratios & Trend Analysis of CARF-CCAC Accredited Communities suggests that accredited organizations have weathered the recent economic turbulence by keeping a firm hand on operations. This annual publication of ratios computed for the CARF-CCAC[i] accredited communities includes the financial results of 30 multi-site providers and 150 single-site...

Fitch Ratings Notes Stability in CCRC Sector

The Fitch Ratings report on the fiscal year 2011 median ratios for not-for-profit Continuing Care Retirement Communities (CCRCs) observes that the ratios demonstrate stability.  This stability with prior year performance suggests that senior living management teams “continued to focus on maintaining solid financial performance in the face of a sluggish economic recovery and softened...

Cost of Senior Housing and Residents’ Financial Concerns

This paper is the third in a series of four based on the 2011 Residents Financial Survey (RFS) conducted by the Center for Retirement Research at Boston College.  Having looked at overall resident incomes and net worth levels in the second paper in the series, the authors go into greater detail regarding the cost of living in a senior housing facility and the residents’ financial...

Financial Well-Being in IL & AL Communities

This paper is the second in a series of four based on the 2011 Residents Financial Survey (RFS) conducted by the Center for Retirement Research at Boston College. (See an overview of the first paper by clicking here.) It focuses on the financial well-being of residents in IL and AL communities by looking at income and source of income, lifetime earnings, and net worth. The authors...

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