Speed to Deal: REITs Dominate Off-Market Landscape for Senior Living M&A

Speed to Deal: REITs Dominate Off-Market Landscape for Senior Living M&A

This story is part of your SHN+ subscription Senior living REITs are using their scale and relationships to notch off-market acquisitions while new development remains tough to pencil. In the first quarter of 2026, Welltower (NYSE: WELL) sourced 37 of its 41 transactions in off-market arrangements, while approximately two-thirds of …

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What’s Behind Welltower CEO’s Words of Warning About SHOP

What’s Behind Welltower CEO’s Words of Warning About SHOP

This story is part of your SHN+ subscription Welltower held its fourth-quarter earnings call earlier this week, and a comment from CEO Shankh Mitra caught my ear. During the call, he acknowledged that “several health care REITs and private funds” other than Welltower are assembling senior housing operating portfolios (SHOP), …

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Top Senior Living Trends for 2026

Top Senior Living Trends for 2026

This story is part of your SHN+ subscription In 2026, the oldest baby boomers turn 80. It’s an important time for the senior living industry, but not an easy one. With the arrival of the oldest baby boomers, the industry steps onto a years-long demand runway that will see millions …

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9 Quotes that Defined Senior Living in 2025, Set Stage for 2026

9 Quotes that Defined Senior Living in 2025, Set Stage for 2026

Results matter. Reviewing some of the top quotes from Senior Housing News stories of 2025, this emerges as a key theme. Many leaders in the sector emphasized this message, whether talking about adopting new technologies like AI, new operating or pricing models, or pursuing other innovations meant to more effectively …

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Ventas, Welltower Go ‘All-In’ On Senior Housing as Demand Takes Off

Ventas, Welltower Go ‘All-In’ On Senior Housing as Demand Takes Off

This story is part of your SHN+ subscription Health care-focused real estate investment trusts (REITs) are placing increasingly large bets on senior living with an eye on demand ahead. It’s a strategy that is reshaping the industry. Days ago, leaders with Welltower (NYSE: WELL) announced a “transformative” shift toward senior …

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