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.

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.

Senior Housing Leads the NPI – Third Consecutive Quarter

According to the National Council of Real Estate Investment Fiduciaries (NCREIF), senior housing investment delivered the highest total return of any property sector for the third straight quarter, reinforcing its reputation as one of the most resilient and income-driven real estate asset classes.