Want to create an interactive transcript for this episode?
Podcast: The Best Ever CRE Show
Episode: Seniors Housing Shortage, Aging Boomers and Rising Rents with John Chang
Description: On this episode of The Horizon, John discusses two big themes: a looming seniors housing supply gap and why multifamily still looks durable. He explains that the 80+ population is set to surge while construction lags far behind NIC MAP’s estimated needs, pushing occupancies up and rents higher—though labor shortages remain a risk. He then pivots to apartments, noting record absorption, a historically wide cost gap between owning and renting, and a steep drop in new starts—all of which should keep vacancies trending down even if growth cools in a recession. Net-net, he argues CRE—especially seniors housing...