Operators are feeling pressure from all sides as the proposed payment rule for the nursing home industry dropped on Monday, which unveiled a 4.6% cut to the Patient-Driven Payment Model (PDPM) and 3.9% increase to Medicare payments for the sector. The news comes at a time when SNFs are facing a historic workforce shortage, rising […]
Jefferies
As the nursing home industry continues to be pressured by a broad push for home-based care, labor challenges and a continued decline in reimbursements, concern over the long-term impact of industry recovery has bled into financial opinions on non-clinical service providers. One such report issued by financial services company Jefferies Financial Group Inc. suggests these […]
Two investment firms provided opposite takes on the stocks of publicly traded real estate investment trusts (REITs) with skilled nursing portfolios, with Mizuho Securities USA downgrading two of the REITs and Jefferies upgrading the same two firms. The two REITs involved were Omega Healthcare Investors (NYSE: OHI) and Sabra Health Care REIT (Nasdaq: SBRA). “We […]