Institutional Research

Research & Insights

Data-driven intelligence for assisted living real estate. Demographics, climate, water, energy, and market analysis — built from real deal experience.

Proprietary Methodology
8 Research Reports
20+ Markets Analyzed
Regulatory & PolicySeptember 2026

The 2.4% Raise Comes With A 2029 Invoice. CMS Just Made MDS An All-Payer Problem.

CMS finalized a 2.4% skilled nursing payment update for FY 2027. The same rule requires MDS reporting across all payers after October 1, 2029 — Medicare Advantage, Medicaid, private pay and managed care. The cost of that mandate scales inversely with Medicare census, which means it lands hardest on the thin-margin, high-Medicaid assets that screen cheapest per bed.

9 min read
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Investment StrategySeptember 2026

"They Were Not The Highest Bidder." A $572M Close Just Put A Number On Operator-Selected Sales.

American Healthcare REIT closed on six Kensington Senior Living communities for $572 million on September 1. The pricing is remarkable on its own — roughly $1.23 million per unit. The process is the part worth studying: no broad market process, and a seller who says on the record he did not take the top offer. If the best assets in this sector stop clearing through open marketing, the buyer list is the product.

9 min read
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Regulatory & PolicySeptember 2026

A Home Health Rule Just Redefined Who Counts As Your Medical Director. Comments Closed Monday.

CMS proposed expanding Medicare enrollment revocation authority — including retroactive revocation to the date of the triggering conduct — inside a home health payment rule for CY 2027. LeadingAge and AHCA/NCAL both filed against it before the August 31 comment deadline. The provision that should worry senior housing buyers is not the fraud language. It is the definition of 'managing employee.'

8 min read
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Market IntelligenceAugust 2026

A Quarter of Operators Are Above 95%. A Quarter Are Below 80%. The Middle Is Gone.

New NIC and ASHA data show senior living occupancy is no longer distributed around an average — it has split into a barbell, with three-quarters of primary-market properties now above 85% and the industry building half of what it absorbs each year. That changes which lever creates value: census upside is disappearing as an underwriting thesis, and expansion capacity on land operators already control is replacing it.

9 min read
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Market IntelligenceAugust 2026

Five Deals Closed This Week. Not One Seller Was Distressed — and Not One Price Was Disclosed.

A hospital, a faith-based nonprofit, a retiring founding family, and Brookdale all sold senior housing in the last week of August. Two of the assets were in the low-to-mid 60s on occupancy. None of the five transactions published a price. Read together, the week says something specific about who is selling in this market — and what a buyer is actually underwriting when the seller's motive is mission rather than money.

8 min read
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Regulatory & PolicyAugust 2026

Half of One Provider's Diagnosis Codes Were Unsupported. The Bill Came to $541.5 Million.

On August 26 the DOJ announced a $541.5 million False Claims Act settlement with The Villages Health System over Medicare Advantage risk-adjustment coding. The company had already self-disclosed, already filed Chapter 11, and already been sold. The sequence — not the headline number — is the part that should change how you diligence a senior housing operator with managed-care revenue.

9 min read
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Regulatory & PolicyAugust 2026

At Least 25 States Are Now Policing Who Buys a Nursing Home. Ten of Them Have Been Named.

PitchBook data reported August 26 shows private-equity healthcare deal count down year over year and first-half deal value below 2025. The cause is not capital — it is that transaction review has moved to the states, and review takes time. The number that should bother you is the one nobody published: at least 25 states have acted, and the reporting names ten.

9 min read
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Market IntelligenceAugust 2026

576,000 Units by 2030. The Industry Is Starting 10,000 a Year.

NIC MAP's updated 2050 outlook, released August 26, puts the senior housing investment requirement above $1 trillion. The number that should stop you is smaller: construction starts have fallen 67% since 2021 while absorption runs 32,000 units a year. That arithmetic does not resolve by 2030, and it changes what an existing licensed building is worth.

8 min read
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Investment StrategyAugust 2026

$676,000 a Unit and a Thirteen-Year Loss, Twenty-Five Miles Apart, in the Same Week

On one deal sheet in August 2026, a 2023-built Delray Beach community traded at roughly $676,000 a unit while Carlyle exited a Pompano Beach campus for about $4 million less than it paid in 2013. Record sector volume did not save the second asset. What separated them is vintage and configuration — and it changes how you build a comp set.

7 min read
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Regulatory & PolicyAugust 2026

A Medi-Cal Plan Just Decided Assisted Living Costs Too Much — And 3,500 Californians Become the Experiment on December 31

Health Net is terminating the CalAIM assisted living benefit for roughly 3,500 low-income seniors effective December 31, 2026. Its stated reason is that too many enrollees came from home rather than from a nursing home. That single sentence is the most important thing an operator or lender in California will read this quarter — because it is an insurer saying out loud that the savings case for assisted living did not clear its bar.

8 min read
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Regulatory & PolicyAugust 2026

CMS Just Split the Nursing Home Market in Two — And Roughly 1,400 Buildings Were Sorted for Reasons They Do Not Control

The risk-based survey process goes live September 8, 2026, and a gold high-performing icon hits Care Compare by September 30. About 12% of nursing homes qualify. The underwriting question is not who has the icon — it is how many buildings were excluded because their state is behind on surveys rather than because of anything the operator did.

9 min read
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Investment StrategyAugust 2026

The 2021 Vintage Is Cashing Out — And Who Is Buying On the Other Side

Monarch Alternative Capital bought eight senior housing properties in 2021 to trade the pandemic dislocation. In August 2026 it sold all eight. Read the exits alongside who is stepping in — a REIT, a private equity firm, first-time market entrants — and the shape of the next five years gets clearer.

10 min read
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Market IntelligenceAugust 2026

Supply, Not Demand: What a $1.17 Million Per-Unit Trade Tells You About 2026

Assisted living inventory grew 0.3% year over year — a tenth of its historical pace — while occupancy hit levels last seen in 2015. A REIT just agreed to pay roughly $1.17 million a unit for eight communities. These are the same story.

9 min read
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Water & Natural ResourcesApril 2026

Arizona Water Supply: What Investors Need to Know

Colorado River cuts, city water security tiers, water rights valuations, and what it all means for ALF development and operating costs in Arizona.

10 min read
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Climate & EnvironmentApril 2026

The Insurance Crisis: How Climate Risk Is Reshaping CRE Values

From Florida's insurance collapse to California's wildfire premiums, climate risk is no longer theoretical. Here's how it's repricing commercial real estate nationwide.

7 min read
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Market IntelligenceApril 2026

Crawford Climate Score: Top 20 Markets for ALF Investment

Our proprietary resource-adjusted ranking of the best MSAs for assisted living investment. Water, energy, air quality, supply constraints, and demographics — scored and ranked.

9 min read
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Investment StrategyApril 2026

Supply vs. Demand: The ALF Bed Shortage Nobody's Talking About

The industry delivers ~6,000 units per year against 70,000 needed. Construction starts are at a 15-year low. Here's why the math is inescapable.

7 min read
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Water & Natural ResourcesApril 2026

Natural Resources & Real Estate: Land, Energy, and Air Quality

Solar ROI, farmland conversion, mining proximity effects, and how energy costs, air quality, and land scarcity directly impact ALF valuations.

9 min read
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Demographics & DemandApril 2026

The Derived Demand Curve: Age, Acuity, and Assisted Living

Age-to-ALF conversion rates, chronic disease prevalence, the caregiver gap, and why the 80+ cohort is the wealthiest generation in history.

6 min read
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Market IntelligenceApril 2026

Phoenix-Scottsdale: The #1 Market for ALF Investment

Why Scottsdale ranked #1 in Crawford's Climate Score: assured water supply, land scarcity moat, construction cost barriers, and strong demographic tailwinds.

8 min read
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