The Investment Case for Senior Housing: It’s Much More Than Just Demographics - ULI fall meeting - 102711
•Télécharger en tant que PPT, PDF•
1 j'aime•1,215 vues
![Panel and Key Learning Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]](data:image/gif;base64,R0lGODlhAQABAIAAAAAAAP///yH5BAEAAAAALAAAAAABAAEAAAIBRAA7)
Recommandé
Recommandé
Contenu connexe
Tendances
Tendances (16)
En vedette
En vedette (20)
Similaire à The Investment Case for Senior Housing: It’s Much More Than Just Demographics - ULI fall meeting - 102711
Similaire à The Investment Case for Senior Housing: It’s Much More Than Just Demographics - ULI fall meeting - 102711 (20)
Plus de Virtual ULI
Plus de Virtual ULI (20)
Dernier
Dernier (20)
The Investment Case for Senior Housing: It’s Much More Than Just Demographics - ULI fall meeting - 102711
- 1. The Investment Case for Seniors Housing: It is much more than demographics ULI 2011 Fall Meeting Los Angeles, California
- 3. Today’s seniors housing is not your grandparents’ nursing homes. Today’s seniors housing is a mix of real estate, hospitality and care. 1
- 5. Rents Vary by Care Segment Source: NIC MAP Data & Analysis Service Average Monthly Rent by Care Segment as of 2Q2011 10 Housing, Laundry, Meals, Socialization
- 7. Market Values by Property Type Source: National Multifamily Housing Council, Mortgage Bankers Association, REIS, Smith Travel Research, American Hotel and Lodging Association, NIC Research Estimated Market Values ($B) as of 2010Q4 3
- 8. Size of the Senior Housing Market Source: NIC Research Estimated National Counts as of 2010Q4 9
- 10. Strong Demographic Growth Source: U.S. Census Bureau Population Growth (%), 2011-2020 4 2011-2020 CAGR (%): 75+ Cohort: 1.8 25-34 Cohort: 0.9 U.S. Population 0.8
- 11. Pace of New Supply is Now Tempered Source: NIC MAP Data & Analysis Service 7
- 12. Seniors Housing Rents Less Volatile Source: NIC MAP Data & Analysis Service; MBAA; REIS; STR Year-over-Year Asking Rent Growth Trends (%) 11
- 13. Seniors Housing Occupancy Held Up Well Source: NIC MAP Data & Analysis Service; MBAA; REIS; STR Year-over-Year Occupancy Trends (Basis Points) 12
- 14. Seniors Housing Total Returns Outpaced NPI* Source: NCREIF; AEW Research Annualized Total Returns (%) 1-, 3-, 5- and 7-year Periods June 30, 2011 *NCREIF Property Index (NPI) 13
- 15. Health Care REITs Outperform Source: NCREIF; AEW Research Annualized Total Returns (%) 1-, 3-, 5- and 7-year Periods June 30, 2011 *NCREIF Property Index (NPI) 13
- 17. Urban Land Institute Conference Mercedes Kerr, Senior Vice President - Marketing October 27, 2011
- 19. Health Care REIT’s Portfolio Diversification
- 24. Merrill Gardens 2011 William D. Pettit, Jr. President
- 26. Senior Housing Model Acuity Mix Level Residents Using I 60% II 24% III 16% Frequently Used Services Medication Reminders Bathing Dressing
- 28. The University – an Intergenerational Campus
- 29. Merrill Gardens at Campbell
- 30. Foster City Community Partners
- 41. Inn at Robbins Brook Acton, Massachusetts
- 42. Morningstar at Littleton Littleton, Colorado
- 43. Carlisle at Palm Beach Lantana, Florida
Notes de l'éditeur
- Chuck
- JT
- JT
- JT
- Transaction activity is picking up but it remains at very low levels relative to the past decade. So far this year, transactions have been highly concentrated in just a few markets and largely in high quality core properties. Distressed assets are really just beginning to come to market and many have been trading in ways that are difficult to track (e.g. note sales with friendly foreclosure).