healthcare
4 articles
- Medicare Site-Neutral Payment Is Repricing Medical Office Real Estate
Medicare site-neutral payment reform is segmenting medical office real estate by site of service. Provider revenue resets immediately, while rent adjusts at lease renewal. On-campus outpatient and ASC-anchored properties gain relative value; off-campus hospital infusion and imaging properties face weaker retention, renewal spreads, and wider cap rates.
- China's Strategic Deficit: A Fiscal Crowding-Out Failure, Not a Confrontation Error
China's strategic deficit can be explained as a fiscal crowding-out problem: capital was absorbed by real estate and local government balance sheets before domestic semiconductor capabilities reached strategic self-sufficiency.
- FDA Regulatory Capture: PDUFA Funding, AI Bypass, and the Speed-Safety Tradeoff
Faster FDA approvals reflect both scientific progress and structural pressure. PDUFA funding, discretionary review shortcuts, and the 510(k) pathway reveal where better methods end and reduced evidence begins.
- Enterprise Procurement: Why Lowest Risk Is Replacing Lowest Price
Enterprise software procurement is shifting from cost optimization to risk-adjusted continuity. Pricing volatility, geopolitical fragmentation, and infrastructure scarcity are forcing buyers to weight sovereignty, compliance, and operational resilience alongside price.