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• A favorite of yield-oriented investors, Healthcare REITs have struggled over the past four years with a myriad of headwinds as the sector awaits the long-anticipated demand boom from aging Boomers.
• The “aging boomer” thesis is certainly no secret. The healthcare real estate industry - especially senior housing - has seen ample speculative supply growth in anticipation of this coming demand.
• Senior housing fundamentals appear to be stabilizing after several years of weakening occupancy and rent growth. The construction pipeline is finally cooling just as demand should begin to accelerate.
• The skilled nursing and public-pay side, however, remain troubled by lower reimbursement rates, rising cost of care, and declining occupancy. There’s opportunity in this dislocation for well-capitalized REITs.
• Rising home values and the worsening housing shortage are an often-overlooked factor that will positively affect healthcare REITs as seniors tap growing home equity savings to pay for health services.

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