The actual evidence shows a long-term plan being executed by Medicaid and Medicare to get post-acute care spending under control.
According to Seeking Alpha, the techniques being used to accomplish this goal include Managed Medicaid and Managed Medicare services and the "rebalancing" transition of Institutional to Home and Community Based and PACE services.
Actual beneficiaries of this transition will be Health Insurance companies, narrow networks of efficient Skilled Nursing providers, and Home Health providers. Victims will include many Skilled Nursing providers and their associated REIT landlords.
There is no good reason for investors to be in any hurry to invest in SNFs (unless you know someone who can cherry-pick) or in Healthcare REITs in the near term due to alleged inevitable tailwinds.
To read the full article, visit SeekingAlpha.com.