Money moves
Q4 Revenue Projections Exceed Expectations for Public Operators
Analyst estimates suggest the largest publicly traded SNF operators will report Q4 revenue growth of 5-7%, driven by rate increases and census gains.
Policy watch
State Surveyors Take Holiday Break; January Schedules Released
Most state survey agencies have paused routine inspections through January 2, with complaint investigations continuing for immediate jeopardy situations.
Heads up
Family Visitation Surge Expected Through New Year
Facilities are preparing for peak visitation periods, with many implementing extended hours and additional infection control screening.
Deal watch
2025 M&A Volume Finishes Strong
Year-to-date SNF transaction volume reached $8.2B through December 15, up 18% from 2024, with average per-bed prices stable at $115K nationally.
The bottom line
Winter solstice finds the industry in solid financial shape heading into 2026, with holiday operations the immediate focus.