Expansion StrategyThe expansion into the education/campuses space not only opens new opportunities for growth but will also diversify HCSG across a less structurally-challenged end-market.
Revenue GrowthStrong execution on multiple initiatives including re-contracting efforts, expansion into the education space, improving credit risk and collections, and now reigniting sales efforts is helping re-accelerate revenue growth and cash flow.
SNF Occupancy RatesMacro tailwinds appear sustainable, with SNF occupancy now at pre-COVID levels and facility financial condition improving.