Why Is Senior Housing Entering a Historic Growth Cycle? | Aron Will

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 Topics

Why senior housing is attracting institutional investors

The demographic wave driving demand growth

Occupancy trends and rental rate growth in senior living

Why development has slowed dramatically

Construction costs and replacement cost challenges

The difference between real estate value and operating business performance

Positive leverage opportunities in senior housing

Risks of irrational exuberance in the sector

Why senior housing is more insulated than office and multifamily

Capital markets outlook for 2026 and beyond

Meet the Hosts:

Josh Crisp: https://www.linkedin.com/in/joshcrispsocial/

Lucas McCurdy: https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/

Connect with Our Guest

Aron Will: https://www.linkedin.com/in/aron-will-b05395a

Learn More about the CBRE

https://www.cbre.com/

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