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.
October 14, 2025 – 60 Seconds with Ben Swett: Previewing Our Capital Markets Conversation
With capital markets improving, questions arise about how lenders, buyers, and sellers are adapting in senior care. Our Oct. 23 Investor Call, sponsored by Newpoint Real Estate Capital, will explore refinancing terms, deal opportunities, and 2026 growth strategies. Don’t miss it!
Transcript
We know that the capital markets have made the biggest impact on M&A activity and property valuations in the last several years, changing the size of possible deals, the makeup of the properties sold and the buyers that could actually buy. Now that the capital markets have substantially improved and are getting better, barring a sudden and lasting trade war with China, how is the psyche of lenders, buyers and sellers changing in the senior care industry? What terms are now possible to refinance your seniors housing community? Are deals possible that did not pencil last year? Should sidelined sellers jump back into the M&A market? And how are growth strategies going to change in 2026, including through acquisitions and maybe even development?
Those are the questions we will answer in our October 23rd webinar, which is our 3rd Quarter Investor Call, sponsored by Newpoint Real Estate Capital. Before you set your investment plans for 2026, tune into this webinar, and you can also have your capital markets questions answered by our expert panelists. See you next week.
Will Q4 Set Records?
Q4 is set to be record-breaking for seniors housing M&A, with optimism high among buyers and brokers. 2025 already surpasses past deal volumes, hitting 70 deals in September alone, with annualized totals tracking 750–840, far above 2024’s 716 record. Spending is also on pace to exceed last year’s highs.
The Future of Seniors Housing
Five years after COVID’s onset, seniors housing feels both unchanged and transformed. Optimism mirrors 2013–2017 with rising values, eager investors, and competitive lenders, but new development lags. With 2030’s boomer wave looming, big questions remain—what will they want, afford, and choose to pay for?
Getting Realistic with New Development
The NIC Fall Conference buzzed with optimism for record Q4 M&A, fueled by LevinPro’s updated valuation tool. Yet talk of middle-market senior housing remains stalled by high build costs and limited returns, leaving many to expect government aid or active adult models as the only viable path forward.