On this episode of Bridge the Gap, hosts Josh and Lucas sit down with Bobby Guy to unpack the massive changes happening across senior living, healthcare Investing, and capital markets. Bobby shares why senior housing M&A activity is reaching record levels, how demographic shifts are reshaping the future of senior care, and why the industry desperately needs Innovation aimed at the middle market, not just luxury communities. Bobby argues that healthcare innovation requires new access to capital and explains why bringing more public companies into healthcare could transform the industry’s future.

Key Ideas:

• The return of large-scale healthcare and senior living M&A
• Why senior housing development is underserved in the middle market
• The demographic realities impacting luxury senior housing
• How tax credits and incentives could reshape affordable senior housing
• AI’s future impact on healthcare operations and patient outcomes
• Why public healthcare companies have declined since Sarbanes-Oxley
• The relationship between private equity and healthcare innovation
• Healthcare integration across behavioral Health, pharmacy, rehab, and senior living
• The future of capital markets in senior housing
• Record-setting healthcare transaction activity in 2026

Meet the Hosts:

Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/

Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/

Connect with Our Guest

Bobby Guy: https://www.linkedin.com/in/bobby-guy-4a25967/

Learn More about the Polsinelli

https://www.polsinelli.com/

Produced by Grit and Gravel Marketing.

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