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Policy & Legal, Research

ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring

Beth Mantz Steindecker, SVP Health Care

19 January 2023

Summary

Over the next several months, two federal headwinds are likely to come to the fore and pose obstacles to the ongoing recovery of skilled nursing facilities (SNFs) [Ensign (ENSG), Brookdale (BKD)], not-for-profit Promedica’s HCR Manor Care, which may then pressure their REIT landlords [Omega (OHI), Sabra (SBRA), LTC Properties (LTC), CareTrust(CTRE), National Health (NHI), Ventas (VTR)].

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Public Policy & Legal Research

Identify opportunity and risk driven by public policy and the courts.

Fundamental Equity Research

Gain a comprehensive view of global themes, industries, and companies.

Forensic Accounting Research

Understand implications of public company financial reporting.