Aged Care Sector
It takes approximately 15 years for a retirement village to be built and reach cash flow maturity, with an additional several decades of...
438 Views
Aged Care Sector - Montgomerie-Ibbotson Aged Care Pricing Index
vOn the face of it, little has changed in the aged care and NZ housing markets over the past six months. House/unit prices are broadly flat and...
320 Views
Ryman Healthcare - Taking Action; Steps 3, 4, 5 and 9. More to Come
Ryman Healthcare (RYM) announced the first part of its Business Improvement Program (BIP), with a focus on increasing prices, reducing costs and...
339 Views
Aged Care Sector - M&A Arrives to Aged Care
The proposed acquisition of Arvida Group (ARV) by Stonepeak Alps BidCo injected meaningful optimism into the listed aged care sector.
361 Views
Ryman Healthcare - Metrics Matter
For the listed aged care operators, opaque and unusual representation of value creation has moved from a nuisance to business-critical.
459 Views