Alpha Investing

We are excited to present a comprehensive collection of our Alpha Insights reports, offering market predictions, sector analyses, and economic insights from 2019 to 2024. Each report includes: - In-depth Economic Outlooks - Analyses of the Evolving CRE Landscape - Insights into Geopolitical Dynamics - Strategies for Adapting to Economic Changes Explore five years of market intelligence, covering events like the global pandemic, post-COVID recovery, historic interest rate hikes, and shifting geopolitical trends. Use the link below to select and download the reports that interest you most.

The senior housing sector is at a critical point, with demand outpacing supply and demographic trends driving growth opportunities. Recent insights from Multi-Housing News and the latest Walker & Dunlop research highlight the key dynamics shaping the market. The 80+ population is expected to experience significant growth over the next decade, creating an unprecedented demand for senior housing. However, many people of retirement-age are choosing to delay or forego their move into senior housing, preferring to age in their homes or with family. Rising construction costs and persistent labor shortages are slowing new development, which further exacerbates the supply-demand imbalance. Secondary and tertiary markets are emerging as key areas of growth, with strong demand in areas underserved by current inventory. Walker & Dunlop's report offers actionable insights for navigating the evolving senior housing market. For those short on time, the Senior Housing News piece offers a thorough summary.

Black History Month is a time to honor and reflect on the achievements, resilience, and contributions of African Americans throughout our history. At Alpha Investing, we proudly recognize and celebrate the impact of Black leaders, innovators, and entrepreneurs who have shaped industries, including real estate and finance. We are thankful for their influence and remain committed to expanding opportunities and driving inclusion for all. Learn more about the history and significance of this month below.

The senior housing sector is positioned for significant growth in 2025, driven by surging demand and evolving market dynamics. Experts predict a focus on stabilized or near-stabilized properties in major metro areas and second-tier markets, with high-quality, supply-constrained submarkets attracting strong investor interest. Demographic shifts will play a key role, as the 80+ population is projected to grow by 47% over the next decade, influencing the addition of over 42,000 new units annually. Despite tight supply and record-low construction starts, opportunities are plentiful for investors prepared to navigate challenges like loan maturities, labor shortages, and rising operational costs. With improving financial conditions and competitive lending expected, 2025 offers an environment for thoughtful acquisitions, strategic development, and operational innovation.

Dr. Peter Linneman, economist and professor emeritus at The Wharton School, joined the Walker Webcast for a deep dive into commercial real estate and the broader economy. The discussion covers: - The relationship between transaction volume and market trends. - Inflation, interest rates, and their impact on cap rates. - Geopolitical influences on U.S. GDP growth. - Asset class opportunities in multifamily, office, and data centers. Dr. Linneman shares actionable insights and 2025 predictions, including expected interest rate cuts, GDP growth, and stabilized crude oil prices. Learn more by listening to the full episode below! 

JLL's Senior Housing and Care Industry Survey highlights continued investor confidence in senior housing, with over 60% of respondents planning to increase allocations to the sector in 2025. This surge is fueled by demographic growth, particularly the expanding 80+ population, and the rising popularity of value-based care models. Despite challenges like labor shortages and rising costs, operators are embracing innovative solutions, such as hybrid care models and technology integration, to meet evolving resident needs. Opportunities are present in underserved secondary and tertiary markets, where demand outpaces supply, creating significant potential for investors prepared to navigate these challenges. As the sector evolves, those focusing on innovation and strategic growth will be well-positioned to unlock long-term value.

JLL's Senior Housing and Care Industry Survey highlights continued investor confidence in senior housing, with over 60% of respondents planning to increase allocations to the sector in 2025. This surge is fueled by demographic growth, particularly the expanding 80+ population, and the rising popularity of value-based care models. Despite challenges like labor shortages and rising costs, operators are embracing innovative solutions, such as hybrid care models and technology integration, to meet evolving resident needs. Opportunities are present in underserved secondary and tertiary markets, where demand outpaces supply, creating significant potential for investors prepared to navigate these challenges. As the sector evolves, those focusing on innovation and strategic growth will be well-positioned to unlock long-term value.

The senior housing sector faces both challenges and opportunities in 2025. The December webinar "2025 Seniors Housing Outlook" brought together industry leaders to explore factors shaping the future of this market. Inflation and interest rates are driving shifts in capital availability and real estate valuations, requiring innovative strategies to secure growth. Workforce shortages, regulatory headwinds, and rising non-labor expenses must also be addressed to ensure operational efficiency and stability. Despite such challenges, growth potential exists in markets aligning with value-based care models and demographic needs, and experts predict gradual stabilization and long-term returns as the sector adapts to economic and operational pressures. Watch the full webinar clip to learn more about the state of the senior housing market in 2025.

Real estate, particularly multifamily apartments and senior housing, offers a resilient investment strategy during economic downturns. By focusing on tangible asset backing, rental income generation, and diversification, investors can protect their portfolios. Key strategies include enhancing operational efficiency, adopting longer-term hold periods, and capitalizing on opportunities in these sectors to ensure stability and strong returns. Looking to safeguard your portfolio during economic uncertainty? Explore recession-resilient strategies in multifamily and senior housing that provide stability and long-term growth.

The senior housing sector faces both challenges and opportunities in 2025. The December webinar "2025 Seniors Housing Outlook" brought together industry leaders to explore factors shaping the future of this market. Inflation and interest rates are driving shifts in capital availability and real estate valuations, requiring innovative strategies to secure growth. Workforce shortages, regulatory headwinds, and rising non-labor expenses must also be addressed to ensure operational efficiency and stability. Despite such challenges, growth potential exists in markets aligning with value-based care models and demographic needs, and experts predict gradual stabilization and long-term returns as the sector adapts to economic and operational pressures. Watch the full webinar clip to learn more about the state of the senior housing market in 2025.