The One Sector Where NOI Still Compounds Double Digits
Welltower's Q2 marks its 15th straight quarter of 20%-plus senior-housing NOI growth — and it's buying more.
CRE360 Editorial Desk·Jul 31, 2026
Topic archive
Senior Housing
CRE 360 Signal editorial tag
14 published items
Newsletters
The Silver Floor
Senior housing is grinding toward 90% occupancy while the cranes stay parked.
The Demand Wave Arrives To An Empty Pipeline
Senior housing supply has collapsed to a record low — just as the aging curve turns vertical.
Healthpeak Just Proved Every Diversified REIT Is Leaving Money on the Table
A 32% IPO pop and $1.9B above target valuation answered what no blended balance sheet could — pure-play senior housing NOI commands a premium the diversified structure permanently suppresses.
Signals
Senior Housing Occupancy Climbs Toward 90% With the Cranes Gone
Occupancy posted its 20th straight quarterly gain into the emptiest construction pipeline in years.
CRE 360 Signal Editorial Desk·Jul 20, 2026
Senior Housing Just Booked Its 20th Straight Quarter of Gains
Occupancy hit 89.9% into a construction pipeline near a multi-year low — demand is outrunning a shrinking supply.
CRE360 Editorial Desk·Jul 19, 2026
Senior Housing Nears 90% Full While Construction Sits at a 14-Year Low
Nineteen straight quarters of occupancy gains meet the thinnest development pipeline since 2012.
CRE 360 Signal Editorial Desk·Jul 1, 2026
Senior Housing Keeps Filling Up — And Nobody Built the Next Wave
Occupancy is grinding higher into a supply vacuum the industry can't refill before demand peaks.
CRE 360 Signal Editorial Desk·Jun 29, 2026
Senior Housing Posts a Decade-High as the Pipeline Goes to Zero
$24B in volume, occupancy at 89.5% for a 19th straight quarter — into a near-frozen supply pipeline.
CRE 360 Signal Editorial Desk·Jun 2, 2026
Welltower Just Voted Against Medical Office.
$1.4B in Q1 MOB dispositions while private buyers pay premium cap rates for the same product.
CRE 360 Signal Editorial Desk·May 3, 2026
StepStone Recapitalizes Stabilized Senior Housing Portfolio With Blue Moon
Continuation vehicle underscores renewed institutional appetite for operating senior housing amid improving fundamentals and growing confidence in long-term demand.
CRE 360 Signal Editorial Desk·Jan 23, 2026
Capital Recycles, Operators Stay: Hospitality and Senior Housing Reset
Asset-light strategies surge as institutional capital targets resilient operating platforms.
CRE360 Editorial Desk·Jan 5, 2026
Rising Occupancy Fuels Renewed Institutional Confidence in Senior Housing
Sustained demand and absorption trends are reshaping investment strategies and capital flows across the sector.
CRE360 Editorial Desk·Dec 18, 2025
Senior Housing Surges to Top of CRE Returns
Institutional capital pivots toward senior housing as sector leads CRE returns, driven by occupancy highs, yield stability, and limited new supply.
CRE360 Editorial Desk·Nov 24, 2025