The world as we see it
04.06.2019
Risks: A Balancing Act
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Asset Allocation for Life Plan Communities can be a tricky exercise. Unlike a charitable foundation, the core mission of a Life Plan Community involves running a business, with emphasis on financing, marketing, facility management and many other crucial functions. The enterprise risk that is at…
Read More03.06.2019
Connecting the Dots: The Linkage Between Financial Ratio Analysis, Asset Allocation & Marketing
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
Financial ratios lie at the heart of many benchmarking studies in the CCRC and Life Plan Community industry and can be crucial elements with regard to strategic planning, financing and refinancing projects. Are these ratios also germane to how senior living investments are allocated? We…
Read More02.06.2019
Decision, Decisions: A Closer Look at a Couple of Common Investment Committee Debates
LPCs/CCRCs
By Jim Jeffery
The Non-Profit Navigator
I recently had a prospective non-profit client share a few of the “decision points” his investment committee was concerned about in regard to their investment process. He shared that the committee was debating whether they should hire a firm whose marketing focus was both national…
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