Senior housing is no longer a niche asset class; it’s become one of the most talked-about sectors in real estate and institutional investing. On this episode of Bridge the Gap, Aron Will returns to break down why senior living is entering what he calls a “historic growth cycle.” Aron explains the powerful convergence of demographics, limited new development, strong occupancy growth, and increasing institutional capital flows driving unprecedented momentum in the sector.Key TopicsWhy senior housing is attracting institutional investorsThe demographic wave driving demand growthOccupancy trends and rental rate growth in senior livingWhy development has slowed dramaticallyConstruction costs and replacement cost challengesThe difference between real estate value and operating business performancePositive leverage opportunities in senior housingRisks of irrational exuberance in the sectorWhy senior housing is more insulated than office and multifamilyCapital markets outlook for 2026 and beyondMeet the Hosts:Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/Connect with Our GuestAron Will: https://www.linkedin.com/in/aron-will-b05395a Learn More about the CBREhttps://www.cbre.com/Produced by Grit and Gravel Marketing.Become a sponsor of Bridge the Gap.

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