Monthly Investment Newsletter – April 2025

In the first quarter of 2025, the U.S. senior housing industry demonstrated robust performance, marked by notable occupancy gains and heightened investor interest.​ The recent implementation of U.S. tariffs on imports from Canada, Mexico, and China is poised to hold changes for the senior housing industry, affecting both private investments and broader operational dynamics. While recent tariff policies have introduced challenges, they also unveil avenues for strategic growth and innovation.

How Tariffs Impact Investments

Whether you’re a long-term investor or an active trader, tariffs can have a significant influence on the markets—and your portfolio. As of 2025, global trade tensions continue to ebb and flow, with the U.S., China, and the EU periodically adjusting tariffs in response to political, economic, or strategic shifts. Let’s break down how tariffs can ripple through the economy and impact your investments.

Why Private Investors Make More Money Than You

Historically, private investors and institutional investors have demonstrated an incredible ability to anticipate and exploit dynamic market shifts well before the public. Private and institutional investors are consistently ahead of the curve, quickly identifying and capitalizing on emerging opportunities, while public investors often lag behind. Learn how this same pattern is visible today within the senior housing industry, and methods you can pursue in order to take advantage of the opportunity.