Senior Living & Hospitals

2014 Senior Living Study

This extensive study provides valuable benchmarking and trend information to help maximize an organization’s investment assets as a strategic business tool.  We provide this valuable industry resource, free of charge, to help C-Suite leadership and board members conduct non-biased due diligence o[...]

MORE

Back to Business: Pre- and Post-Financing Considerations

For the first time since we started the Senior Living Asset Allocation Study five years ago, the number of organizations issuing new debt outpaced those refinancing existing debt. This is welcome news! CCRC's are back to business, re-engaging in the strategic portions of overall organizational plans[...]

MORE

Fixed Income: Health Care’s Dilemma

The 2013 Senior Living Asset Allocation Study indicated the highest allocation to fixed income and cash since we began tracking this data five years ago - a whopping 57.59% on average! Download Fixed Income: Health Care's Dilemma

MORE

2013 Hospital Asset Allocation Study

Download 2013 PDF

MORE

2013 Senior Living Asset Allocation Study – Resource Toolkit

In addition to our study, we provide other ways to access and use the findings from our study based on your schedule, audience and desired format. Find all the resources related to our 2013 Senior Living Asset Allocation Study in one convenient place. Download Resource Toolkit

MORE

2013 Senior Living Asset Allocation Study – Summary and 5-Year Trends

The 2013 study respondents reported positive equity and fixed income returns despite continued economic concerns domestically and internationally. This Summary outlines additional key findings, and includes data and insights from the studies conducted by Cleary Gull over the past 5 years. Downloa[...]

MORE

2013 Senior Living Asset Allocation Study

Download 2013 PDF Investment Portfolio Trends in the Senior Living Industry Presentation

MORE

2013 Sr. Living Study: Special Issue – NY CCRCs

  Download Special Issue – 2013 New York CCRCs PDF

MORE

2012 Senior Living Asset Allocation Study

  Download 2012 PDF Webinar Recorded 2012 November

MORE

2011 Senior Living Asset Allocation Study

  Download 2011 PDF Webinar Recorded 2011 September

MORE