Senior Living Has 100% More Demand Coming…with Barely Any Supply
On The Market
BiggerPockets
4.8 • 859 Ratings
🗓️ 12 May 2026
⏱️ 32 minutes
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| 0:00.0 | Senior housing is one of those asset classes that people talk about like it's either a guaranteed |
| 0:06.4 | wave where you're going to make a ton of money no matter what, or it's this complicated |
| 0:11.8 | niche you should never actually touch. But the truth is, it's neither. It is a real operating |
| 0:17.5 | business. It's heavily driven by demographics, and it has its own risks and |
| 0:21.8 | regulations and underwriting rules that are not all that similar to buying a single family |
| 0:28.3 | rental. But at the same time, there are really strong demographic demand and supply tailwinds |
| 0:35.0 | that are propelling this business into being one of the most interesting |
| 0:39.6 | and, dare I say, exciting asset class for real estate investors to consider. |
| 0:44.8 | I'm Dave Meyer, and today I'm joined by Jerry Vincey for a deep dive into the senior housing |
| 0:50.3 | market. We'll break down the demand story and why this can be such a compelling |
| 0:55.2 | asset class. But we'll also talk about how those headline occupancy numbers you see can be a |
| 1:01.0 | little misleading, how there are different product types within the senior housing umbrella |
| 1:06.4 | that you should consider, and what investors really need to understand about operations, margins, |
| 1:11.9 | and risk before they ever consider writing a check. |
| 1:15.2 | This is on the market. |
| 1:16.5 | Let's get into it. |
| 1:22.6 | Jerry, welcome to the show. |
| 1:24.3 | Thanks for being here. |
| 1:25.3 | Thanks for having you, Dave. |
| 1:26.1 | Appreciate it. |
| 1:27.0 | Yeah, excited to have you on. Give us a little bit of your background. Who are you and what do you do? |
| 1:31.2 | Yeah, sure, happy to. Yeah, I spent nearly 30 years kind of at the intersection of the operating side of senior living as well as the capital facing side of senior living. |
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