Cleary Gull Releases Results of 7th Annual Senior Living Study

MILWAUKEE–(BUSINESS WIRE)–Cleary Gull Advisors today published the results of their 7th
Annual Senior Living Survey.

Cleary Gull’s Senior Living Study compiles asset allocation, investment
policies, governance practices and financial ratios from senior living
organizations representing a range of rating categories and portfolio
sizes. The results help long term care organizations benchmark their
organizations, identify trends, and communicate with boards and
investment committees regarding their fiduciary and due diligence

Completed by CEOs, CFOs, and COOs at senior living organizations, the
survey was conducted from February 15 through May 31, 2015 and analyzed
data as of December 31, 2014.

“We have seen the senior living industry battle several challenges head
on, both economic and regulatory,” said Steven J. Backus, Vice President
– Client Advisor and the study’s author. “Strategic thinking and
planning are more important than ever before. Access to timely and
relevant information can only help as the industry evolves, which is why
we continue to offer our study.”

For more information Click

About Cleary Gull

Cleary Gull (
is an employee-owned firm providing financial advice through two
operating divisions: Investment Advisory Services and Investment Banking
Services. Cleary Gull provides investment advice with respect to over
$2.1 billion of client assets for high net worth individuals and
families, pilots, and not-for-profit hospitals and senior living
communities across the nation. Cleary Gull’s investment bankers
specialize in providing advice on exclusive sales, mergers and
acquisitions, and private debt and equity capital placement, typically
for transactions from $10 million to $200 million.

Cleary Gull Specialized Focus: Not-For-Profits & Senior Living

Our team brings extensive knowledge and experience of the not-for-profit
healthcare and senior living industries, which allows us to design more
relevant, customized investment portfolios. We understand what being a
not-for-profit healthcare organization means and the uncertainties due
to the changing health care landscape, the components that drive
revenues and impact expenses in this industry, and factors that rating
agencies and lenders use to evaluate the strength and viability of these
types of organizations.


Cleary Gull
Marilyn Krause, (414) 550-1808