LTC

The U.S. senior-housing market is experiencing a structural recovery driven by rising occupancy rates (90.4% in Q3 2026), limited new construction, and growing demand from an aging population. Healthcare REITs focused on senior living and skilled-nursing facilities are positioned to benefit, though investors must consider financing costs, labor expenses, and operator credit quality. Three key players—Welltower, CareTrust REIT, and LTC Properties—offer distinct ways to participate in this opportunity.