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By Brian Chandler, MAI, CRE, FRICS, Senior Managing Director
The seniors housing sector delivered a strong performance in 2025 and enters 2026 from a position of renewed strength. Occupancy continued its upward trajectory, supported by solid rent growth and sustained absorption. Investor confidence returned as transaction activity accelerated, while capital markets improved materially. Debt availability expanded meaningfully, with traditional bank lenders re‑engaging the sector and supporting both refinancing and acquisition activity.
New development activity is beginning to pick up as fundamentals improve and the risk profile becomes more feasible in select locations. However, inventory growth is still expected to remain at or near record lows due to persistently high construction costs, keeping supply well below historical levels.
