Navigating Investor Demand, Market Dynamics and the Coming Supply Crunch

The future of senior housing is entering a critical moment. With the population of Americans over 80 expected to climb from 14.7 million today to 18.8 million by 2030, and only 191,000 new senior housing units projected at current development rates, we’re seeing a growing supply and demand imbalance. From financing constraints and shifting HUD timelines to a more cautious investor sentiment, capital markets remain in flux. As sponsors, lenders, and equity partners recalibrate expectations, how is investor appetite translating into actual deal volume? Join developers, investors, lenders, operators and policymakers as they discuss what hurdles remain for getting deals across the finish line, and what financing tools or structures are helping unlock transactions in a high-cost environment.

Topics we’ll cover include:

• What’s driving interest in the senior housing market? Where is capital being deployed today?
• What transactions are getting done? How are sponsors structuring capital stacks to make projects pencil?
• How are developers navigating rising demand and limited new supply amid high costs and HUD-related delays?
• How are changes in HUD processing timelines affecting deal flow, and how are lenders and borrowers adapting?
• What are the most promising opportunities for ground-up, acquisition, recap, or adaptive reuse in the current market?
• What underwriting shifts are lenders making, and what are they prioritizing as interest rates stabilize?