Skilled Nursing National Report

Skilled nursing occupancy gains increasingly depend on admissions growth as bed counts stabilize. Demographic trends provide a long-term tailwind, but slower reimbursement growth, staffing constraints and shorter Medicare Advantage stays may temper near-term improvement. Meanwhile, transaction activity is rising, particularly in the Southeast and Southwest, while pricing steadied before recent interest rate volatility. 

• Overview of occupancy trend, slowing absorption and demographic tailwinds
• Analysis of reimbursement growth, staffing constraints and admissions capacity
• Assessment of inventory stabilization and construction activity
• Update on investment sales, regional trading trends and per-bed pricing