Seniors housing operators are rethinking what success looks like. Filling units may no longer be the hardest part; helping residents thrive in one community for the long term is. “As demand for senior living continues to grow, operators are increasingly focused on a question that extends beyond occupancy: How do we help residents thrive in one community for as long as possible? A big part of that is bringing the family along,” says John Shafaee, CEO and co-founder of ALIS by Medtelligent, a seniors housing software provider. The financial case …
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By Brad Schopp Over the past several years, the seniors housing sector has faced one source of pressure after another, with little relief in between. The private-pay segment moved from overbuilding during a three-year period (2017–2019) to pandemic-driven occupancy declines and falling net operating income (NOI), problems that were exacerbated by a sharp rise in interest rates and inflation. Skilled nursing faced many of the same pressures — albeit without the overbuilding cycle — as well as payor reimbursement volatility and labor strain. Through the first half of 2026, valuation …
By Matt Valley CHICAGO — When Ken Dychtwald entered the field of aging and longevity in 1973, the joke was that a game of shuffleboard was synonymous with the elderly. “That’s what retirees did — they played shuffleboard,” says the renowned psychologist, gerontologist and best-selling author of 19 books on aging. Twenty-five years later, John Glenn, the famous astronaut and former U.S. senator from Ohio returned to space aboard the space shuttle Discovery at age 77, becoming the oldest person to travel to space at that time. Leading up to the …
By Matt Valley CHICAGO — A new report on potential future seniors housing supply published by the National Investment Center for Seniors Housing & Care (NIC) reveals that there were 88,283 units in the planning pipeline across 214 NIC MAP markets in the second quarter of 2026. Of that total, approximately 95 percent were associated with new property development. “With seniors housing construction remaining constrained and occupancy approaching high levels, attention is increasingly turning to what may come next,” the report states. “Units currently under construction provide visibility into near-term …
ATLANTA — Charlie Jennings, managing director and deal principal at Foundry Commercial, takes a strong stance on the next phase of seniors housing and the abundance of players interested in this undersupplied sector blessed with highly favorable demographics. “I hope the multifamily guys stay on the sidelines and stay in their lane.” Jennings’ comment came during a panel titled “Rebounding Development Market: When Will Development Come All the Way Back?” at the 13th annual InterFace Seniors Housing conference, which recently took place at the Grand Hyatt Buckhead Atlanta. The event drew …
By Steven Stumph The senior living industry is currently navigating a seismic shift. As the sector moves beyond traditional “care-and-custodial” models toward more proactive, people-centered approaches, senior living executives must rethink how communities support the whole resident — beyond delivering care. In 2026, maintaining a competitive advantage requires more than real estate acumen or operational efficiency — it requires a sophisticated understanding of aging itself. As resident expectations become more individualized and our understanding of the needs of older adults grows increasingly complex, industry leaders must be able to translate …
By Martin Kimmel The seniors housing industry faces a recurring challenge that costs organizations millions of dollars, delays openings and can prevent projects from moving forward entirely misaligned project budgets. The issue starts with a simple question from a leader: “What will it cost to do this renovation?” or “How much for that expansion we’ve been discussing?” The person being asked, often from facilities or operations, almost never has enough information to provide an accurate answer. However, leadership needs a number to begin planning, so eventually a preliminary figure is …
By John Nelson ATLANTA — The first baby boomers are turning 80 this year, and research from NIC MAP, the data arm of the National Investment Center for Seniors Housing & Care (NIC), indicates that the 80-and-older population will grow by 1 million annually through the early 2030s. This swelling cohort is impacting demand for more senior living spaces. However, construction of new seniors housing remains muted. Fewer than 24,000 units are under construction as of the end of the second quarter, which is the lowest level of supply in the …
By Matt Valley ATLANTA — With the seniors housing occupancy rate riding high at 89.9 percent across the 31 NIC MAP primary markets as of the second quarter — but expenses also rising — what is the best way for operators to increase revenue? “Elevate the services that you already offer,” advises Ahkira Beverly, vice president of sales and marketing at Senior Lifestyle. Doing so strengthens the brand, she insists. “It’s not about reinventing the wheel.” As of June 1, Chicago-based Senior Lifestyle Corp. operated 10,086 units spread across 88 properties. The …
By Roger Mali According to a recent report by Lument, 45 percent of qualified respondents to a survey conducted by the company plan to acquire seniors housing assets this year. Meanwhile, only 14 percent plan to sell. That imbalance tells you exactly where pricing power sits. There is a particular kind of confidence that settles over a seller’s market though, and it tends to make people sloppy. When every headline confirms that buyers are circling, when capital is abundant and occupancy is climbing, there is an assumption that you need only …