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Stephanie Chedid, AIF®

Benchmarking Your Investment Program: A Senior Living Industry Perspective

Preliminary results of Cleary Gull’s third Senior Living Study specifically for New York’s Continuing Care Retirement Communities are reviewed in this presentation and an update on the proposed changes to Reg 140, a New York State regulation, to encourage increased development of CCRCs. Highlighted are possible ramifications of investment restrictions that limit access to some asset classes included in current New York State regulations and why proper investment diversification is more important than ever.

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Benchmarking Your Investment Program: A Senior Living Industry Perspective

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Views and comments expressed in this blog are those of the author and do not necessarily represent the positions of Cleary Gull or fellow Cleary Gull associates.