July 29, 2026
[ENSG, PACS, SBRA, OHI, LTC, CTRE]: SNF Final Rule Meets Expectations but Future PDPM Rate Pressures Remain Overhang
CMS’s final FY27 Medicare skilled nursing facility (SNF) reimbursement regulation, which was released late Wednesday, was largely uneventful and in line with expectations for SNF operators [ENSG, PACS] and related REITs [SBRA, OHI, LTC, CTRE]….
June 23, 2026
Healthcare REITs, Hospitals, Nursing Homes: Status of State Legislative Efforts to Intensify Oversight of Healthcare Transactions
With only a handful of state legislatures still in session and most adjourned for the year, our review of state efforts to expand oversight of or impose restrictions on material changes in hospitals and healthcare…
September 3, 2025
Nursing Homes & DOJ’s Shot Across the Bow [ENSG, PACS, WELL, OHI, SBRA, LTC]
Tuesday’s announcement by the DOJ to join a 2016 False Claims Act (FCA) whistleblower lawsuit against non-profit ProMedica Health System and its HCR ManorCare nursing homes may represent a new front in attacking long-term care…
February 4, 2025
[ENSG, PACS, SBRA, OHI]: Potential Timing of the Nursing Home Staffing Rule’s Demise
With the briefing in a federal lawsuit having concluded and Congress on the hunt for legislative savings, the question is when, not if, CMS’s minimum nurse staffing rule is killed, eliminating the overhang and potential…
November 14, 2024
(ENSG, PACS, OHI, CTRE, SBRA) Nursing Home Relief from Minimum Staffing Rule Still Likely But as Part of FY25 Spending Bill
Key Takeaways: We still expect nursing homes and their post-acute care REIT landlords to secure a reprieve from the Biden CMS rule imposing minimum nurse staffing requirements on these long-term facilities. However, we see that…