Monthly Investment Newsletter – October 2025

As of Q3 2025, the senior housing sector is outperforming most commercial property types on returns, experiencing record absorption and benefiting from structural supply shortages. Cap rates are compressing, yet they still offer a meaningful premium over risk‑free rates and over multifamily yields. Occupancy is approaching pre‑pandemic highs, and long‑term demographic drivers remain unchanged. Occupancy, cap rates and investor sentiment all improved through Q3 2025, while macroeconomic conditions remained volatile. With cap rates hovering around 6.8 % (the highest absolute yield in more than a decade) and spreads over the 10‑year U.S. Treasury still above 250 basis points, senior housing offers a rare window where investors can capture both outsized income and room for further cap-rate compression.

Senior Housing Investment Growth In Kentucky

Senior housing investment in Kentucky has become an increasingly attractive opportunity for investors looking to diversify their portfolios. The state’s aging population, along with a growing demand for quality senior living communities, brings significant growth potential. Explore why Kentucky stands out as a prime market for senior housing investment. A Growing Senior Population in Kentucky […]

Senior Housing Investment: New Development Plans In Cincinnati, OH

The market for senior housing investment in Cincinnati is progressing rapidly, as the city responds to a growing aging population and increased demand for high-quality care communities. Developers and investors are looking for new projects designed to meet both healthcare and lifestyle needs for older adults.  Recognizing these trends allows investors to align their portfolios […]