The industry's own research.
102 reports
showing 61–102 of 102

Analysis of demographic-driven demand trends and investment opportunities in the U.S. senior housing sector over the coming decade.

Oxford Economics examines migration trends to the Carolinas, analyzing drivers including employment growth, cost-of-living advantages, and retiree relocation patterns.

Analysis of rental affordability trends over five years, tracking rent-to-income ratios and their normalization toward pre-pandemic benchmarks while identifying persistent challenges in the senior housing sector.
Cushman & Wakefield provides an overview of the Canadian seniors housing sector, covering market dynamics and trends across the country.
Cushman & Wakefield analysis projects record activity in Canada's seniors housing sector for 2026.

Savills analyzes shifting investment strategies across residential and living sectors in the Asia Pacific region.

CBRE and Hamburg Team examine social infrastructure as an investment opportunity and future priority.

CBRE analysis examining the investment value and operational benefits of integrated care services within retirement community developments.

CBRE examines strategies for optimizing design and construction costs in integrated retirement community developments to improve affordability.

By Michael Pittore and Forrest Westin What makes a life healthy and happy? In 1938, the Harvard Study of Adult Development set out to answer that question through what would… The post Senior Living Operators Must Cultivate Connection appeared first on Seniors Housing Business .
Explores how an ageing global population is redirecting real estate demand toward healthcare, senior living and service-oriented sectors.

By Hayden Spiess Professionals active in the seniors housing lending space say that the sector is somewhat insulated from cyclical economic headwinds relative to other types of commercial real estate.… The post Quality Operators Stand Out, Say Lenders appeared first on Seniors Housing Business .

By Jane Adler Private equity firms are snapping up a bigger slice of the seniors housing market as investors seek healthy returns. The rationale for investing is increasingly clear: The… The post Why Private Equity Is Pouring into Senior Living appeared first on Seniors Housing Business .

Tips and best practices on the HUD Express Lane. The post Unlocking Momentum: New Advantages Emerging Across HUD’s Section 232 LEAN Program appeared first on Lument .

Bringing care and therapy services into communities reaps benefits. The post Seniors Housing and Care’s New Era: The Virtuous Cycle of Better Care appeared first on Lument .

European healthcare investment reached EUR5.8bn in Q1 2026, up 189% YoY, with record 2025 volumes, care-home strength and consolidation led by US REITs such as Welltower.

Portfolio-manager discussion of REIT performance drivers, subsector opportunities (data centers, senior housing, medical office) and REITs as a diversifier for tech-heavy portfolios.

Chilton on how aging, Sun Belt migration and housing affordability reshape REIT allocations, favoring senior housing, healthcare and single-family rental REITs.

JLL's 8th annual survey: 78% of investors plan to increase seniors housing exposure in 2025; assisted living top pick; development at 16-year lows against rising demand.

Clarion Partners research thesis on healthcare real estate (life sciences, medical, seniors housing) positioned for long-term growth from aging demographics and rising healthcare spend.

PGIM's Q4 2025 outlook projecting monetary easing to support global REIT returns, favoring data centers, senior housing and resilient retail with selectivity in office.

Capital-markets research on seniors housing, which delivered a 10.6% total return in 2025 (vs. 4.9% NCREIF), with core assets trading below 6% cap rates and an estimated $275B investment needed by 2030.

AEW's 2026 U.S. outlook frames the year as normalization rather than boom or bust, with seniors housing the breakout sector and office facing durability concerns despite higher yields.

Nuveen makes the case for a global approach to real estate, focusing on high-quality assets in leading cities and emerging sectors tied to megatrends like aging populations and technological innovation.

Examination of seniors housing financing options across traditional lenders, debt funds, and GSEs (Freddie Mac, Fannie Mae, HUD), noting a 23% rise in acquisition activity and tighter refinancing terms.

Clarion Partners makes the case for senior housing as demographic demand accelerates and new supply remains constrained. The report frames the sector as a long-term growth opportunity.

NIC research finds assisted living market penetration is shaped by factors beyond local demographics and economics, with implications for site selection and demand modeling.

NIC reports senior living occupancy rose through 2025 as new construction remained at or near record-low levels, limiting future supply for older adults.

Lument's annual seniors housing and healthcare outlook projects continued recovery as occupancy approaches pre-pandemic levels and valuations firm, with ample financing opportunities for borrowers, buyers and sellers across the sector.

Lument summarizes findings from its 2026 senior living survey, outlining merger and acquisition expectations and investor sentiment across the seniors housing sector.

The 47th edition of the PwC and Urban Land Institute report draws on insights from more than 1,700 real estate investors, developers and lenders across the United States and Canada. Dallas-Fort Worth ranked first among markets to watch, with data centers, senior housing and self-storage flagged as growth sectors.

NIC reports the senior housing occupancy rate increased 0.7 percentage points to 88.7 percent in the third quarter of 2025, the seventeenth consecutive quarter of increases, with independent living surpassing 90 percent.

In its 47th edition, the ULI and PwC report drew on insights from more than 1,700 industry participants, ranking Dallas-Fort Worth as the top Market to Watch for the second year running with continued interest in data centers, senior housing and self-storage.

NIC analysis indicates senior housing residence is associated with reduced acute care service needs for older adults, supporting the value proposition of the sector.

NORC and NIC analyzed Medicare data from 2016 to 2023 and found senior housing residents had fewer emergency department visits, hospitalizations and skilled nursing admissions. Residents with neurodegenerative disease in top-performing communities showed lower care costs and more healthy days at home.

The outlook expects housing unaffordability to drive rental demand and tightening vacancies as limited new supply comes online. Data centers, warehouses, manufacturing, senior housing and medical outpatient buildings are positioned to benefit, while high rates and construction costs curb new building.
Patrizia reports that the European living sector has grown larger and more diverse, with solid investment fundamentals across residential, student and senior housing as city-level performance drivers gain importance.

AEW reports that aggregate U.S. commercial property transaction volume through Q3 2025 ran more than 15 percent ahead of the prior-year pace, with investor return expectations for most property sectors clustered near 7.0 to 7.5 percent. Seniors housing and office represented the upper and lower bounds of expected returns respectively.

Barings notes US real estate fundamentals improved in the first quarter of 2025 with positive absorption across core sectors and senior housing occupancy reaching its highest level since 2017.

Lument reports 221 skilled nursing transactions closed in 2024, 36 percent above 2023, with a median cap rate near 12 percent and an average price of $88,000 per bed, supported by a favorable 4.2 percent net Medicare Part A reimbursement increase for 2025.

Lument's 2025 outlook expects seniors housing and care valuations to rise above 2024 levels as occupancy nears pre-COVID norms, while a tight labor market and compressed margins remain the predominant headwinds to value appreciation.

Hines examines global living sector trends across rental residential, student housing and other beds-focused strategies. The report frames demographic and supply dynamics supporting the living sectors in 2025.