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.
Starting this year and increasing, Welltower points to a sudden shift in senior housing demand. Trailing twelve month absorption had been on a long-term increasing quarterly basis from the beginning of 2010 through the end of 2019.
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