Part 2: Navigating Senior Housing Debt Maturities and Investing Wisely in 2024

Welcome back to the second part of our series on senior housing investment in 2024. In case you missed it, we recently covered the promising opportunities for investors in Part 1 . Now, let’s dive into the practicalities of debt maturities, strategic growth, and the continued emphasis on people and technology.

Debt Maturities: A Clear Window of Opportunity

Industry experts predict a wave of debt maturities to start 2024. For well-funded companies, especially private equity firms and Real Estate Investment Trusts (REITs), this is more than a financial event. It's a chance to make strategic acquisitions, potentially reshaping the senior housing landscape. Keep an eye out for a potential buying spree that could open up lucrative investment opportunities.

Revamping Strategies: Making the Most of a Pause

As new developments take a temporary pause, operators and providers are using this time wisely. It's not a standstill; it's an opportunity to reassess and innovate. This intentional break allows for a thorough evaluation of industry needs and the exploration of new avenues for growth. Think of it as a breather before the sprint, ensuring a stronger and more adaptable approach moving forward.

People and Technology: Key Drivers of Evolution

People and technology will continue to play an instrumental role in the senior living landscape. We’re seeing more and more senior housing entities not only investing in properties but also in their workforce. There’s no question that staffing was one of the biggest challenges of 2023. Staffing, training, and digital-forward hiring practices will take center stage in the coming year, aligning with the changing needs of the industry. The blend of human expertise and technological efficiency becomes the driving force, especially with the rise of AI. ensuring preparedness for the evolving demands of the senior demographic.

Strategic Growth: Where the Focus Lies

Looking ahead, growth plans for 2024 are strategic and practical. Senior housing entities are concentrating on areas where they already have a presence. The spotlight is on market-rate communities and ancillary service businesses, in sync with the changing preferences of the senior demographic. It's not just about growth; it's about smart expansion that aligns with the pulse of the market.
In this evolving landscape of senior housing, 2024 offers opportunities for those who approach it strategically. Debt maturities present a chance for well-funded companies, pauses in development are avenues for innovation, and the focus on people and technology is steering senior housing into a new era. Stay tuned for more insights and strategies as we navigate through this dynamic journey of senior housing investment. Questions about our current portfolio or looking to invest in the new year? Reach out to the Sherman & Roylance team today and schedule a consultation. The stage is set for prudent investments – let's make them count.