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Capital Markets · April 27, 2026 · 14 min read

The RIDEA Reawakening: Why Senior Housing REITs Are Moving Back Into Operations

Welltower, Ventas, Healthpeak, LTC, and Omega are shifting capital from triple-net leases into RIDEA / SHOP structures. What the capital-cycle turn means for investors — and why governed operating oversight becomes the new source of value.

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