About this episode

Aron Will discusses the factors driving a historic growth cycle in senior housing.

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…

People in this episode

Hosts: Josh Crisp, Lucas McCurdy

Guest: Aron Will

Topics covered

• senior housing
• real estate
• institutional investing
• demographics
• occupancy trends
• capital markets

Keywords

• senior living
• institutional investors
• demographic wave
• occupancy growth
• construction costs
• capital flows
• rental rates
• real estate value

Mentioned in this episode

Organizations: CBRE

More episodes of Bridge the Gap: The Senior Living Podcast

• Why Senior Living M&A Is Booming Again | Bobby Guy · July 20, 2026 · 22 min
• How Bethesda Senior Living Is Solving the Middle Market Crisis | Kimberly Erickson · July 13, 2026 · 25 min
• Changing the Narrative on Aging Through Podcasting | Anna Hall · July 6, 2026 · 15 min
• Inside NIC MAP’s AI-Powered Deal Intelligence Platform | Kyle Gardner · June 29, 2026 · 22 min
• Senior Living’s Labor Crisis and the Fix Operators Are Missing | Matt Strange · June 22, 2026 · 21 min

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