Senior Housing News October 31, 2025
This story is part of your SHN+ subscription
Health care-focused real estate investment trusts (REITs) are placing increasingly large bets on senior living with an eye on demand ahead. It’s a strategy that is reshaping the industry.
Days ago, leaders with Welltower (NYSE: WELL) announced a “transformative” shift toward senior living with a $14 billion deal to acquire more than 700 senior living communities. The company also sold to Kayne Anderson a 296-property outpatient medical office portfolio for $7.2 billion. Post-sale, Welltower expects that more than 80% of the REIT’s annual in-place net operating income (NOI) will stem from senior housing communities.
Three days later, Ventas (NYSE: VTR) announced that its senior housing operating portfolio (SHOP) now comprises more than...







