2025 Seniors Housing & Care Investor Survey and Trends

In line with investors’ increased focus on alternative investment sectors across the board, respondents to Q1 2025 survey indicated they are seeking to increase their exposure to the seniors sector in 2025. A further 20% of respondents are seeking to maintain their current level of exposure, and just 2% of respondents are looking to decrease their exposure. Opportunities exist for investors to acquire high-quality real estate at below replacement cost and the investment community will continue to target alternative sectors that stand to benefit from long-term demographic tailwinds.

1. Rolling four-quarter volume increased to the highest level since Q2 2022, as strong transactions flow materialized in the middle of 2024.
   
   
2. Some 57% of respondents expect seniors housing cap rates to compress over the next 12 months, compared to just 17% of respondents in JLL’s prior survey
   
   
3. Demographics in the United States represent a significant tailwind for the seniors housing sector, with the 80+ age cohort set to grow 36% over the next 10 years
   
   
4. The majority of investors surveyed are looking to increase their exposure to the seniors housing sector in 2025, with independent and assisted living facilities the most targeted investment segment.