This week on Bridge the Gap, Josh and Lucas sit down with Michael Bowden and Shae Portnoy of LTC REIT to explore how the company is redefining senior housing investment. Moving beyond the traditional “landlord” model, LTC is embracing a more collaborative, relationship-driven approach with operators The conversation dives into how LTC’s shift has transformed their company culture, opened doors to best-in-class operators, and created a more dynamic, people-first investment strategy.Key Topics:Why relationships and trust are central to investment successBreaking the “landlord” stigma in senior housingAligning incentives between capital partners and operatorsThe importance of on-the-ground engagement with residentsHow LTC is curating a best-in-class portfolioMarket outlook for senior housing growth in 2026 and beyondCultural alignment as a key investment criterionThe role of operations in driving asset valueRecruiting new talent into the senior living industryMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestsMichael Bowden: https://www.linkedin.com/in/michael-bowden-70592020 Shae Portnoy: https://www.linkedin.com/in/shaeportnoy Learn more about LTChttps://www.ltcreit.com/ Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related