Product Description
Seniors housing is doing its best to shake off some of the lingering effects of the COVID-19 pandemic. But the sector is still experiencing a disconnect between generally strong fundamentals and challenges associated with the higher-interest-rate environment that is slowing construction starts and investment sales. Seniors housing is 11-plus quarters into its recovery and on track for occupancies to reach, and likely exceed, pre-pandemic levels this year. In addition, there is a strong tailwind for demand thanks to the surging 80-plus population.
This report, published in conjunction with the American Seniors Housing Association, looks at the road to recovery, if there is durable demand ahead, supply constraints and an aging inventory, how higher rates are creating investment hurdles, investor sentiment about the sector and more.