Product Description
The seniors housing sector has rebounded strongly from the pandemic, with rising occupancies and growing investor interest fueled by aging baby boomers entering the market. Limited new construction — driven by high building and financing costs — combined with surging demand, is creating a tight supply environment that's boosting performance and attracting capital from REITs, private equity and lenders alike. Investment activity has accelerated significantly, with competitive bidding putting downward pressure on cap rates and improving loan terms for borrowers.
This report, published in conjunction with the American Seniors Housing Association, looks at how the industry continues to grapple with operational challenges, including labor shortages, shorter resident stays due to higher-acuity move-ins, the need to invest in technology and modernized spaces to meet evolving resident expectations, and more.
