1. I agree that this is "what ACA will do for the REIT space" but will it be good for healthcare and specifically Senior Housing?

  2. What gets measured, gets improved. The re-hospitalization rate measurement will likely drive consolidation of information infrastructure where those connected to the ACOs via information will receive the bulk of the referrals. That will ultimately drive consolidation. Question for those facilities who are not #1 or #2 on the list, is "What will be the competitive response?" Answer: Merge, get out or find a new way to compete for residents.
    Chris Foley
    CPA (Retired)
    Equity National Seniors Housing Brokerage & Developers