60 Seconds with Steve Monroe and Ben Swett
60 Seconds is a weekly video series hosted by The SeniorCare Investor’s Steve Monroe and Ben Swett. It covers the biggest news of the week, the latest M&A trends, market statistics or other analysis at the top of their minds in the seniors housing and care industry. Any suggestions on future topics, thoughts on recent videos, or inquiries into sponsorship opportunities can be sent to editorial@levinassociates.com.
December 2, 2025 – 60 Seconds with Ben Swett: Navigating the Next Five Years in Seniors Housing M&A
As the first boomers approach 80 and new construction lags, seniors housing demand is surging. A coming growth push will affect M&A activity, pricing, lending, operator dynamics, property tiers, development and outside capital. With major shifts ahead, a Blueprint-sponsored panel of active buyers will share how they’re preparing for the late 2020s. A must-attend, free webinar for anyone involved in buying, selling, building, brokering or lending.
Transcript
Are we entering the golden age of seniors housing? Next year, the first baby boomers will start turning 80, and with the current lack of new construction, occupancy rates are already rising before the real demographic wave hits. Many investors, both veterans and those new to our space, will feel pressure to grow their seniors housing holdings to take advantage of the increasingly favorable supply and demand dynamics.
But what will that rush to grow mean for the M&A market, for prices, for future lending terms and liquidity, for evolving operator relationships, for the “A”, “B” and “C” property markets and what properties to target, for making new development projects work, and for growing interest from outside investors and alternative real estate capital?
The next five years will be pivotal for stakeholders in our industry, and growth strategies will have to adapt to these numerous market forces. So with the help of our webinar sponsor Blueprint, we’ve convened a panel of active buyers to learn how they are approaching the late 2020s. Anyone active in the buying, selling, building, brokering or lending worlds will not want to miss this conversation, and to have their questions answered by our panel of experts. So join us next week on Wednesday, December 10th, at 1pm Eastern, and the webinar is complimentary for all to attend. Hope to see you there.
You've Got To Be Kidding!
Record M&A Year, Again
The seniors housing and care sector has already surpassed last year’s record with 720+ deals, per LevinPro LTC. Pricing remains steady amid high rates, though “stupid” money may return as optimism grows. New and affordable senior housing is needed to meet demand and attract future residents.
October Smashes M&A Record
October shattered M&A records with 110+ deals — a 43% jump over the previous monthly high of 77. Nearly 100 buyers participated, led by Welltower, whose $4B in U.S. acquisitions may be even higher once full details emerge. Strong liquidity, improving operations, and limited new development are fueling this record-setting seniors housing deal surge to year-end.



