Monthly Investment Newsletter – September 2026

Senior housing posted the only double-digit total return among all NCREIF property types at 14.8% — nearly ten percentage points above the index average of 5.0%, and well ahead of the next-closest sectors, self storage at 6.8% and retail at 6.7%.

Monthly Investment Newsletter – July 2026

Senior housing market analysis should evaluate four key factors: occupancy trends, supply pipeline, demographic demand drivers, and competitive positioning.

At SLF, we believe broad industry data is most useful when paired with asset-level execution. Senior housing demand is powerful, but it is not enough by itself.

Monthly Investment Newsletter – June 2026

Q1 2026 marked the 20th consecutive quarter of positive absorption within the senior housing investment industry, New construction is extremely sparse, falling 77% within primary markets from recent peak levels.