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Market Outlook • 2026

Is Now the Right Time to Invest in Senior Housing? 2026 Market Outlook

Market timing analysis for senior housing investment in 2026: demographic fundamentals, supply dynamics, interest rate environment, and strategic entry points for family offices and HNWIs.

What this article explains:

  • Topic: Senior Housing Market Timing Analysis for 2026
  • Who this is for: Family offices and HNWIs evaluating senior housing entry points
  • Problems addressed: Market timing uncertainty, entry point optimization, cycle positioning
  • Systems involved: Demographic analysis, supply-demand modeling, cap rate forecasting
  • Why this matters now: Peak 85+ population wave arriving 2026-2035 creates strategic entry window

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The Case for Investing Now

  • Peak demographic wave arriving: 85+ population growth accelerating 2026-2035
  • Supply moderation: Development pipeline slowing after 2022-2023 surge
  • Interest rates stabilizing: Financing costs normalizing; cap rate compression likely
  • Operational recovery complete: Occupancy rebounded to 85-88% post-COVID

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