What a Sponsor Will Not Take: Why Capital Discipline Is the Most Underrated Diligence Question of 2026

With $24 billion of senior housing transactions closing in 2025 and 86 percent of investors increasing exposure in 2026, the diligence question has inverted. The question is no longer whether a sponsor can raise capital. The question is what they will turn away. Here is why capital discipline at the source is becoming the most underrated signal of institutional readiness in senior housing.