Sunday, November 8, 2026 - Updated Daily
Sunday, November 8, 2026 - Updated Daily
Counting the people who will turn 80 counts customers, not demand, and demand needs both the desire to buy and the ability to pay….by Reginald Hislop III Every senior housing investor deck shows the same…
Investors are buying senior housing at yields near 6.2% with debt costing more than that, so the deal only works if income (monthly and entry fees) grows fast…by Reginald Hislop, III That is negative leverage:…
Senior living is a long-duration business. A resident who moves into a Life Plan or CCRC community at the start of retirement may remain on the same campus for a decade or more, receiving everything…
A life plan community can look stable from the outside – full campus, strong reputation, long wait list history, predictable monthly fees. Then interest rates move, labor costs stay elevated, refund obligations come due, and…
This post is a deeper look at the global trends of senior living census trends, following up on an earlier post (https://rhislop3.com/mid-year-senior-living-update/) The recovery story in senior housing is no longer about whether occupancy is…
It’s not been quite six months since I’ve taken a deep(ish) look at the state of senior housing/senior living. My last post was in December of last year Not much has changed overall in terms…
Over the years that I have authored this blog, a frequent theme or issue I am often asked to opine on is the connection between the residential real estate market and senior living sales. In…
Over the years, I have written and spoken on the direct connection that Life Plan/CCRC organizations have with the residential real estate market. This is particularly true for entry fee Life Plan communities (CCRCs). https://rhislop3.com/real-estate-sales-report-news-worsens-for-ccrcs-life-plan-communities/…
Since the pandemic (COVID), capital investment in senior living has been disjointed (to say the least). The pandemic constrained demand and as the economy rebounded from periods of lockdowns, supply shortages, work reductions, etc., inflation…
In a time of constantly changing markets, grasping economic indicators can give marketers a significant advantage. These indicators are statistical/data measures that provide a look into the economy’s present and future conditions, serving as potent…
Healthcare executive, consultant, and author covering post-acute care, senior living, and the economics behind both - for 30+ years.
No noise - just what changed in healthcare policy and economics, and why it matters to your operation.