Senior Living owners portfolio rankings
StratoDem Analytics publishes the analysis of 40 of the 50 largest senior living owners highlighting relative rankings based on the following criteria:
Presence in wealthier senior markets currently
Future market area growth outlook for net-worth-qualified senior households
Change in market area growth outlook compared to the past five years
Summary of the findings:
According to StratoDem Analytics forecasts, most large senior living owners will see growth rates of net-worth-qualified senior household slow down as much as 10% from 2018 through 2023.
This story will likely not play out evenly across all owners. At the portfolio level, better-positioned owners, such as Spectrum Retirement and Pacifica, are forecast to see net-worth qualified household growth at roughly 1.6x that of lower-ranked owners over the next five years.
Among the large senior living REITs, Senior Housing Properties Trust has a 1.2x stronger positioning for net-worth-qualified senior household growth through 2023.
To read the full research article and access the rankings: Senior Housing Demand Outlook
|ASHA Rank||Owner Name||Median 80+ HH NW||HH growth 2018-2023||Delta HH growth 2013-2018-2023|
|23||Pacifica Senior Living||$198K||+21.1%||-5.9%|