Quick Hits: The Big Beautiful Bill and Its Impact on Skilled Nursing Facilities (SNFs)

About this episode

Andy Goldberg discusses the impact of the 'One Big Beautiful Bill' on skilled nursing facilities and their need for innovation and partnerships.

With an aim to cut $1 trillion from Medicaid over the next decade, the “One Big Beautiful Bill” significantly intensifies the pressure skilled nursing facilities are already feeling from reduced reimbursement rates and rising costs. Cain Brothers’ Managing Director Andy Goldberg talks about how operators are responding to this shifting landscape in real time and why their future viability hinges on investing in the right partnerships, embracing new care models, and innovating to improve operational resiliency. Cain Brothers is a division of KeyBanc Capital Markets.

People in this episode

Guest: Andy Goldberg

Topics covered

• Medicaid
• skilled nursing facilities
• healthcare reimbursement
• care models
• operational resiliency

Keywords

• One Big Beautiful Bill
• reimbursement rates
• costs
• partnerships
• innovation

More episodes of House Calls

• Quick Hits: Health Systems and the Pursuit of Alternative Revenue Streams · April 8, 2026 · 18 min
• Quick Hits: Longevity Clinics - Wellness Trend or Investable Asset Class? · March 25, 2026 · 13 min
• Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare · March 5, 2026 · 15 min
• Quick Hits: A Year in Review and the Year Ahead · February 12, 2026 · 20 min
• The Future of AI in Healthcare: Insights from Leading Investors · January 29, 2026 · 51 min
• Why Prevention and Transparency Won't Fix U.S. Healthcare: Insights from MedPAC's Chairman Michael Chernew · December 10, 2025 · 51 min