Senior housing is no longer a niche asset class; it’s become one of the most talked-about sectors in Real Estate and institutional Investing. On this episode of Bridge the Gap, Aron Will returns to break down why senior living is entering what he calls a “historic growth cycle.” Aron explains the powerful convergence of demographics, limited new development, strong occupancy growth, and increasing institutional capital flows driving unprecedented momentum in the sector.
Key Topics
Why senior housing is attracting institutional investors
The demographic wave driving demand growth
Occupancy trends and rental rate growth in senior living
Why development has slowed dramatically
Construction costs and replacement cost challenges
The difference between real Estate value and operating business performance
Positive leverage opportunities in senior housing
Risks of irrational exuberance in the sector
Why senior housing is more insulated than office and multifamily
Capital markets outlook for 2026 and beyond
Meet the Hosts:
Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/
Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/
Connect with Our Guest
Aron Will: https://www.linkedin.com/in/aron-will-b05395a
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