March 24, 2026 – 60 Seconds with Ben Swett: Burning Questions for NIC Attendees
Heading into the 2026 Spring NIC conference, optimism is high as occupancy, margins, liquidity and values rise across seniors housing and SNFs. Key questions remain on pricing for Class-A vs. value-add assets, future development, and whether scalable middle-market solutions or government support will emerge.
Transcript
This time next week, we’ll be heading out of Nashville from the Spring NIC conference likely buoyed by the overwhelmingly positive mood we’re expecting from most of our industry friends. It’s hard not to be optimistic when occupancy and margins are increasing to healthy levels nationally, and show no signs of stopping, when liquidity is increasing and when values are rising across both seniors housing and skilled nursing.
We’ll want some questions answered when we hit the ground in Nashville, too. Like will prices for core, Class-A assets rise enough to force more investors into the Class-B/value-add space, and increase prices for those assets in 2026? Or, will the continued resident rate increases for the best-in-class communities continue to support record-high pricing for those assets? Will some investment committees forego the need for comps to green light more development projects, with the “story” becoming more compelling than the need for a project to pencil? And who has a legitimate, scalable and comparably profitable seniors housing solution for the middle market? Or is government intervention inevitable for providing a more affordable option? My colleague Steph Mallozzi and I are looking forward to asking many of you these questions, so think of your answers now, and we’ll see you then.
The State of the Healthcare M&A Market
At a Miami healthcare PE conference, discussion focused on rising outpatient investment, AI and a persistent bid-ask spread slowing broader healthcare M&A versus seniors housing. With strong dry powder, buyers are exploring creative deal structures and new sectors. A March 19 webinar will analyze these trends and the latest M&A data across healthcare.
Latest Senior Care Valuation Statistics are Released
The 31st Senior Care Acquisition Report is out for LevinPro LTC and LTC News subscribers, featuring the largest proprietary dataset yet with hundreds of confidential prices, cap rates and operating metrics. With record M&A and strong Class-A gains, seniors housing hit a record $267,000 per unit, as AL and IL also set new highs—key data for 2026 dealmaking.





