Understanding Fixed Income Attribution For Better Returns
When managing a fixed income portfolio, it is important to understand how each bond or security contributes to overall performance. Fixed income attribution is a valuable analytical tool that breaks down the sources of return within a fixed income portfolio. By analyzing the individual components of performance, you can make more informed decisions, identify areas […]
Monthly Investment Newsletter – June 2025
Discover why the aging U.S. population—now with 10,000 Americans turning 80 daily—is fueling a powerful investment opportunity in senior housing. With occupancy rising and new development at a 16-year low, learn how stabilized communities are positioned for long-term cash flow and pricing power.
Occupancy Up 15 Straight Quarters — and Counting.
The senior housing investment sector just marked a major milestone: Q1 2025 was the 15th consecutive quarter of occupancy rate growth, continuing the longest upward streak the industry has ever seen.
According to the National Investment Center for Seniors Housing & Care (NIC), net absorption remained strong, and occupancy for the 31 Primary Markets rose to 87.4%, up from pandemic-era lows that once dipped below 80%.