When an 80+ boom meets a decade-low pipeline - An AI Deep Dive
We lay out why seniors housing enters late 2025 with strong tailwinds: a surge in 80-plus demand meets a decade‑low construction pipeline, pushing occupancy and competition higher. We break down the “haves vs have‑nots,” the return of GSE lending, HUD’s faster lane, and the headwinds that could reshape returns. • demographic surge in the 80-plus cohort driving needs-based demand • decade-low construction pipeline and supply lag through 2026 • occupancy rebound, strong net absorption, and ren...