In the Ankura Healthcare Real Estate Strategy group, we keep tabs on a wide variety of economic indicators to inform our clients’ upcoming strategic endeavors. Here are the ones we are watching in 2024 with our projections of...more
2/9/2024
/ Acquisitions ,
Financial Regulatory Reform ,
Health Care Providers ,
Healthcare ,
Healthcare Facilities ,
Healthcare Reform ,
Healthcare Workers ,
Hospitals ,
Joint Venture ,
Medicare Advantage ,
Mergers ,
Partnerships ,
Real Estate Development
One in five U.S. adults experienced mental illness in 2021. This represents 57.8 million people. However, only 47.2% of U.S. adults with mental illness received treatment in 2021. The country is deep in a behavioral health...more
12/27/2023
/ Affordable Housing ,
Coronavirus/COVID-19 ,
Crisis Management ,
Health and Safety ,
Health Care Providers ,
Healthcare ,
Hospitals ,
Labor Shortage ,
Low-Income Issues ,
Mental Health ,
Mental Illness ,
Nurse Practitioners ,
Psychiatrists ,
Psychological Counseling ,
Reimbursements ,
Unemployment
The value of private equity (PE) deals in the healthcare sector has grown from <$2B in 2001 to $151 billion in deals in 2021. Barring government intervention, PE in healthcare is here to stay....more
11/10/2023
/ Acquisitions ,
Ambulatory Surgery Centers ,
Buyouts ,
Electronic Medical Records ,
Health Care Providers ,
Healthcare ,
Healthcare Costs ,
Industry Consolidation ,
Investors ,
Medical Reimbursement ,
Medical Supplies ,
Patients ,
Private Equity ,
Value-Based Care
Kaufman Hall reported in July 2023 that the typical hospital operating margin calendar year to date (CYTD) was 1.4%. While this is the best result seen in the last 12 months, pressures on liquidity and capital funding for...more
Today, maximizing the use of your limited capital is especially important because:
margins continue to be squeezed,
access to capital has become more difficult, the cost of capital continues to rise,
the cost of...more
9/13/2023
/ Capital Investments ,
Capital Markets ,
Community Health Systems ,
Credit Ratings ,
Healthcare ,
Internal Rate of Return (IRR) ,
Liquidity ,
Management Fees ,
Net Investment Income ,
Price Inflation ,
Rating Agencies ,
Real Estate Investments
Many health systems are not currently considering inpatient capital projects because it is incredibly difficult to generate an appropriate profit margin with the current market pressures around reimbursement, rising expenses,...more
Physicians Realty Trust, a healthcare real estate investment trust (REIT) with a strong focus on medical office buildings (MOBs), reported 99% rent collection in Q2 2021, an incredible achievement especially during a...more
Historically, location, rent rolls, and marketability signified value in healthcare facilities. Facilities located on or near the hospital campus were considered the best....more
Certificate of Need (CON) regulations are in flux in many states. Health systems must prepare to lose the market share protection that regulations have provided for decades. It is time to pivot to an offensive approach to...more
8/10/2022
/ Ambulatory Surgery Centers ,
Certificate of Need ,
Deregulation ,
Healthcare ,
Investment ,
Long-Term Care ,
Market Data ,
Monopolization ,
Private Equity ,
Rural Health Care Providers ,
Urgent Care Facilities
Many health system leaders are developing health equity plans to participate in new value-based care payment models. The new ACO REACH payment model from the Center for Medicare and Medicaid Innovation (CMMI) has increased...more