Welltower Sees Senior Housing as the Next Decade’s Trend

It isn’t unusual for a company investing in a particular niche to talk up the future. Healthcare infrastructure investor Welltower is doing just that with senior housing, based on two general areas of imbalance: the tension between supply and demand in senior housing, and a scarcity of equity and debt capital at a time when many senior housing owners, operators, and funds need it.

The result is an “unprecedented capital deployment opportunity” over the next decade, as the need for senior housing sharply increases while financing to increase volume faces strong impacts.