Seniors Housing

It is increasingly rare for developers to build new assisted living facilities without including a wing or a floor of memory care seniors housing.

Fundamentals continue to improve, but rising costs, inflation and interest rate hikes are tempering enthusiasm even as seniors housing continues to bounce back from COVID-induced disruptions.

Exclusive research shows that investors expect rising interest rates and other pressures to push cap rates up over the next 12 months.

Occupancy rates are still recovering and costs remain a concern, but the long-term outlook for the sector remains positive.

The minimum staffing proposal is part of a broad agenda President Joe Biden released last week to bring greater scrutiny to the U.S. nursing home industry.

Deutsche Bank analyst Derek Johnston wrote in a note this week that the treatment, along with shorter isolation guidelines, could help the seniors housing sector.

Many active adult communities, which serve relatively young seniors, performed very well during the pandemic.