Monthly Investment Newsletter – November 2025

Senior housing continues to distinguish itself as one of the strongest performers in commercial real estate investment. The combination of elevated going-in yields, tightening occupancy, strong rent growth, and severely limited new supply positions senior housing as one of the most attractive risk-adjusted return opportunities in today’s environment.

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.

Monthly Investment Newsletter – September 2025

SLF Investments (SLF) is a private equity investment company with 20+ assets under management that generated over $23.3 million ($93.2 million annualized) in revenues during Q2 2025. The majority of assets within our real estate investment portfolio are Independent Living (IL), Assisted Living (AL) and Memory Care (MC) communities that were developed and constructed by our sponsor partners utilizing SLF equity.