The June 5 webinar “Seniors Housing Shift: How Underwriting, Valuation, and Capitalization Are Changing” brought together industry leaders to share insights on evolving investment strategies, lending dynamics and value trends across the seniors housing sector. Sponsored by Blueprint, the session offered expert commentary on a transforming market as operators and capital providers recalibrate while costs, occupancy, margins and interest rates stabilize.
The panel examined shifts in underwriting assumptions, investor return expectations and the availability of both debt and equity capital. With a focus on market fundamentals and practical strategies, the discussion provided forward-looking insights into asset performance benchmarks, rate growth expectations and margin trends in the current environment.
Key discussion points included:
- Underwriting evolution: How underwritten occupancy assumptions are shifting in response to rising market occupancies and what that means for stabilized Class A assets in both high-barrier and growth markets.
- Revenue & margins: Why panelists are cautiously optimistic about continued rate growth — and how margins may recover from pandemic lows as expenses normalize.
- Valuation trends: A nuanced look at today’s cap rate environment, including how participants are reconciling historical performance with forward-looking projections and how they’re approaching deals with negative leverage.
- Capital flows: Insight into shifting lender behavior: leverage, spreads and recourse. Panelists also discussed the return of liquidity to the market and how equity partners are reassessing deal structures to balance risk and return.
- Investment sentiment: With optimism returning, what’s changed in evaluating opportunities? Learn how firms are positioning for the next cycle in seniors housing development and acquisition.
Tune in to this high-level conversation to understand the core metrics, risk strategies and market dynamics shaping seniors housing in 2025. This webinar offers a clear view of where the industry is heading and how top players are adapting to stay ahead.
Panelists:
- Alex Florea, Blueprint (moderator)
- Rob Korslin, Harrison Street
- Sam Beall, PGIM
- Connor MacLennan, WellQuest Living
Webinar sponsor: This webinar was sponsored by Blueprint, the most active advisory firm in seniors housing and skilled nursing. With $14 billion in transaction volume and a dedicated capital markets practice, Blueprint combines data-driven insights with broad market reach to deliver results. For information about Blueprint, visit www.blueprinthcre.com.
What are investors and lenders prioritizing in today’s recovering market? Find out by registering here.
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