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Investing · May 7, 2026 · 12 min read

Clarion Partners on NIC Chats: Long-Term Capital, Operator Alignment & Labor as the Real Underwrite

Recap and SeniorCRE commentary on the NIC Chats podcast with Lisa McCracken (NIC) and Clarion Partners' Julie Robinson and Andrew Wantoch — open-end fund discipline, operator alignment, labor underwriting, and technology rationalization in senior housing.

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