American Healthcare REIT Sees ‘Goldilocks Period’ for Senior Housing Rates, Margins

American Healthcare REIT executives believe that the senior housing industry is currently experiencing a “Goldilocks” period of favorable growth in rates and margins. With low construction starts and high demand, the industry is poised for revenue and margin growth. While occupancy may not increase at the same pace as in the past, expenses and revenue trends suggest continued growth for senior housing partners. American Healthcare REIT’s SHOP segment, operated by Trilogy Health Services, has seen a significant increase in occupancy, with expectations of further margin expansion. The company is also looking to expand its investment in senior housing, aiming to acquire a larger stake in Trilogy Health Services and capitalize on opportunities in the market. Overall, the outlook for the senior housing industry looks promising, with potential for continued growth and expansion.