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