Ziegler

It is well known among senior living providers that the industry is on the cusp of a demographic boom as the next generation of retirees enter the market. The 80+ population is set to grow by roughly 40% by 2030. These future senior living residents are eagerly seeking out varied and sophisticated dining options, have a strong focus on health & wellness, and have more advanced technology needs than those before them. As providers continue to explore the best ways to serve this population, however, one key component is missing: there are simply not enough units for the upcoming surge in demand. https://bit.ly/4bQhvKW

Thank you to everyone who attended our 2024 Ziegler National Senior Living & Charter School Investor Workshops! We can't wait to see you next year! Tom Meyers

Help us in congratulating Rich Scanlon on being honored with the Distinguished Services Award at the LeadingAge Southeast conference. This award is given to an individual who embodies excellence in leadership, care, service innovation, and who are making outstanding contributions to their communities in the field of long-term care, affordable and supportive housing, retirement housing, assisted living or home and community-based services. Congratulations, Rich!

Ziegler is pleased to announce its role as exclusive financial advisor to Premier Health on the formation of a Joint Venture with Atlantic Health System. Premier Health is a primary care-focused, multi-specialty physician group serving Sussex, Warren, and Morris Counties in Northwest New Jersey and is partnering with Atlantic Health to support its growth and continued expansion of primary and specialty care services throughout the region and the broader New Jersey market. https://bit.ly/3Woq4bt

Congratulations to Ziegler’s Grant Chamberlain for being named a member of the American Telemedicine Association’s newly established leadership council, convening senior-level executives from top-tier member organizations, to facilitate collaborative problem-solving and expedite practical solutions to today’s healthcare challenges. https://bit.ly/4bEsM16

Ziegler is pleased to announce the successful pricing Carolina Meadows’ $76,170,000 Series 2024 Bonds. Incorporated in 1983 and located in Chapel Hill, NC, Carolina Meadows plans to construct a replacement nursing facility that will total approximately 122,000 square feet and offer a progressive new care model. https://bit.ly/460C3PK

For more than 16 years, Ziegler has hosted an annual Institutional Investor Workshop for active institutional buyers in the tax-exempt senior living marketplace. Roughly 50 analysts, portfolio managers and directors from throughout the country will be attending this week’s workshop to receive the latest education on the senior living industry, to network with one another, and to exchange dialogue with Ziegler leadership from the banking and trading sides of the business. https://bit.ly/3zDey39

Ziegler’s Christopher Utz recently hosted a panel discussion on the skilled nursing M&A market, including key trends affecting the industry, valuation of skilled nursing assets, opportunities for investment and growth in the industry, and ways in which investors and lenders are facing current market conditions that affect debt and equity structuring. https://bit.ly/4bD2XhG

Ziegler announces the successful closing of FellowshipLIFE’s Series 2024 Bonds and Taxable Term Loan in an aggregate par amount of $42,500,000 for the purchase of Applewood, a 408-unit CCRC in Freehold, NJ. Ziegler facilitated a bank search which resulted in multiple proposals for the acquisition. https://bit.ly/3Lcp04h

Happy Independence Day! Wishing you a memorable celebration and much joy on this 4th of July.