This article is part of your SHN+ subscription Last month, I heard something unusual on Welltower’s (NYSE: WELL) Q4 2024 earnings call: CEO Shankh Mitra referring to “underpants gnomes.” The reference came up as he was describing the “fundamental misunderstanding” that senior living developers seem to have when talking about …
This article is part of your SHN+ subscription The senior living industry is much more optimistic in 2025 about the demand at its doorstep in the form of the baby boomers – but there is still a lingering disconnect between recognizing that demand and actually meeting it. That was among …
The road to future senior living development is paved with uncertainty, but the industry could be nearing a “crisis point” in the coming years if operators and capital partners aren’t able to pencil out new projects as demand remains strong over the next two years. That’s according to Confluent Senior …
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