Investing in Senior Housing

A historic shift in senior housing is underway – will you be positioned to act? In 2026, the first wave of Baby Boomers turns 80, ushering in unprecedented demand for senior housing at a time when new supply has lagged far behind. The result? A rare moment where demographic certainty, constrained supply, and capital opportunity converge, creating conditions that informed investors cannot afford to overlook.

As an experienced institutional real estate investor, you are invited to the exclusive NIC Masterclass: Investing in Senior Housing, a  private, in-person learning opportunity focused on uncovering where, and how, to invest successfully in senior housing today.

Join seasoned owners, operators, and capital partners for a candid, in-depth discussion on:

• Compelling investment opportunities emerging across the sector
• Operating risks and how best-in-class investors mitigate them
• Proven strategies for aligning investors and operators
• Emerging trends shaping the next decade of senior housing

This intimate, small-group setting is designed to go beyond surface-level insights. Expect honest conversations centered on lessons learned and keys to success – the insights investors only gain through experience. You’ll have an opportunity to connect directly with industry leaders, ask questions, challenge assumptions, and engage in Q&A throughout the afternoon.  Following the conclusion of the Senior Housing Masterclass, you’re invited to join NIC’s exclusive Leadership Reception for additional networking with key industry leaders.

If you are considering a meaningful allocation to senior housing and value deep insight, direct access, and peer-level discussion, this complimentary event is designed for you.

History, Overview, and Outlook

• Evolution of the industry
• Size and composition today
• Valuations, returns, and investor outlook

Operating Fundamentals

Drivers of NOI, margin growth, and stability in senior housing

• Staffing models (labor cost, turnover, agency use)
• Occupancy and rate management (lead-to-move-in funnel, length of stay, rent growth constraints)
• Operating margin by product type (active adult, independent living, assisted living, memory care)

Resident Experience and Value Proposition

The human side—what residents will pay for and how that impacts returns

• How care levels and hospitality interact (wellness, engagement, dining)
• The psychology of move-in decisions
• The link between resident satisfaction and NOI stability

Operational Risks and Pitfalls

“Lessons learned” in operations

• Underestimating staffing and regulatory complexity
• Misalignment between investor underwriting and operator execution
• Lease-up or turnaround strategies compared to operating stabilized properties

Operator–Investor Alignment

Practical approaches for capital and operators to align

• Fee structures that incentivize performance and alignment
• Reporting cadence and KPI transparency
• Governance approaches that work (joint ops committees, asset management collaboration)

Emerging Trends

• Technology integration (AI in scheduling, CRM, predictive analytics); implementation challenges
• Workforce evolution and training pipelines
• Wellness, hospitality, and lifestyle differentiation for the next generation of older adults