Senior Living & Hospitals

Who’s Afraid of the Big Bad Markets

Well, to some extent, after the trauma of The Great Recession, who wouldn’t be? But, to achieve returns in the range needed to thrive or even survive in the health care industry, investment portfolios need to be more diverse – in fact, in the next three to five years, about 40% of respondents fr[...]

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2014 Senior Living Study – Resource Toolkit

Access articles, ideas and resources to help you maximize the information found in the 2014 Senior Living Study. Download Resource Toolkit

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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[...]

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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[...]

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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

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2013 Hospital Asset Allocation Study

Download 2013 PDF

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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

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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[...]

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2013 Senior Living Asset Allocation Study

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

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2013 Sr. Living Study: Special Issue – NY CCRCs

  Download Special Issue – 2013 New York CCRCs PDF

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