Overcoming Ageism in Senior Living

April 11, 2018 | Scott C. Blount, CFA

What does ageism look like in today’s seniors housing and care industry? According to Lori Alford, COO of Avanti Senior Living, ageism rears its ugly head whenever “we think of older people as separate from ourselves, when we compartmentalize them and talk down to them, instead of seeing ourselves as just like them.” Although the …Read More

Read More Download PDF

Innovation in Seniors Housing and Care: Building for Today’s Transitioning Adults

March 13, 2018 | Jessica Rosenberg

Understanding the desires of the next generation of transitioning seniors will be the key to success as the seniors housing and care industry evolves. As such, it is up to developers and operators to create innovative senior living products that will appeal to the baby boomer generation. The average age of a senior living resident …Read More

Read More Download PDF

2018 Seniors Housing and Care Survey

February 10, 2018 | Steven W. Kennedy Jr.

In December of 2017, Lancaster Pollard sent an online survey to approximately 4,000 leaders at seniors housing and care facilities throughout the U.S. Over the course of two weeks, 386 respondents completed the online survey. The survey has a 95% confidence level and a confidence interval of 4.7, meaning that the differences in responses of …Read More

Read More Download PDF

Memory Care Development: Market Update and Financing Options

December 09, 2017 | Kyle W. Hemminger, Jason Beakas

Every 66 seconds, someone in the U.S. is diagnosed with dementia, the most common form being Alzheimer’s disease. As of July 1, 2017, there were an estimated 5.5 million Americans living with the disease according to the National Investment Center for Seniors Housing & Care (NIC). NIC projects that as baby boomers age, the number …Read More

Read More Download PDF

Push & Pull: Private Equity and Public REITs

October 09, 2017 | Kevin Laidlaw, Ali Tierney

In 2017, we saw several high-profile senior living transactions whereby a large public real estate investment trust (REIT) sold to a private equity buyer. In one example from April, Welltower, Inc. (NYSE: HCN), a publicly traded REIT, sold a $745 million senior lifestyle portfolio to Blackstone Group. Meanwhile, Welltower also announced a strategy to divest …Read More

Read More Download PDF

Managed Care: Past, Present and Future

August 12, 2017 | Grant Blosser

Past Imagine a scenario: political wrangling over national health care policy, a general public concerned about rising health care costs and new models for delivering and paying for health care. Sound familiar? While this could describe the current public debate surrounding the Affordable Care Act (ACA), the same conditions held true in 1973 when the …Read More

Read More Download PDF

The Five-Star Rating System for Skilled Nursing: Perceptions and Effects

June 10, 2017 | Brad Competty, Bradley Granger

The Centers for Medicare & Medicaid Services (CMS) introduced its Nursing Home Compare five-star system for skilled nursing facilities in December of 2008 to assist the public in identifying meaningful distinctions among skilled nursing providers. The skilled nursing facility (SNF) five-star rating is based on health surveys, staffing numbers and quality measures and has become …Read More

Read More Download PDF

Fannie Mae Financing: Reap the Benefits

April 08, 2017 | Doug Harper, Casey Moore

Efficiency. Timeliness. Certainty of execution. Those three points perfectly capture the essence of Fannie Mae Seniors Housing financing. In this article, we provide an overview of Fannie Mae Seniors Housing financing and profile several successful case studies. In addition, we detail a few lesser-known options offered by the agency. Program Characteristics Fannie Mae Seniors Housing …Read More

Read More Download PDF

Skilled Nursing Market Outlook: A Mixed Bag

March 20, 2017 | Matthew J. Lindsay

As we look to the beginning of the second quarter of 2017, the skilled nursing facility (SNF) market outlook presents both reasons for concern and reasons for optimism. In some respects, the situation is precarious, as supply concerns, operating challenges and reimbursement uncertainty all loom large. On the other hand, there are signs of hopefulness, …Read More

Read More Download PDF

2017 Seniors Housing and Care Survey

February 11, 2017 | Steven W. Kennedy Jr.

In December of 2016, Lancaster Pollard sent an online survey to approximately 4,000 leaders at seniors housing and care facilities throughout the U.S. Over the course of two weeks, 273 respondents completed the online survey. The survey has a 95% confidence level and a confidence interval of 5.38, meaning that the differences in responses of …Read More

Read More Download PDF

Capital Issue Archives:

All articles are available for re-print. Contact Tyler Howard for more information.

How to Help Ensure You Receive The Capital Issue

To make sure you receive our newsletters, we recommend that you put the sender’s address (nickgesue@lancasterpollard.com) in your email address book or place it in your “safe list” of email addresses you are happy to receive mail from.

Note to Reader:

Information in this publication has been obtained from sources believed to be accurate and reliable. However, we do not guarantee the accuracy, adequacy or completeness of any information and are not responsible for any errors or omissions or for the results obtained from the use of such information. In the ordinary course of its business, Lancaster Pollard and its affiliates provide financial advisory, underwriting, investment management and consulting services to our clients. Information contained in this publication should not be the basis of any management decision without proper professional counsel by a qualified advisor.