Senior Living, Family Offices, and the Quiet Return of Conviction Capital
Bob DeClue Bob DeClue

Senior Living, Family Offices, and the Quiet Return of Conviction Capital

Senior living is quietly reemerging as a conviction investment for family offices that think in generations, not quarters. More than demographics or yield, it offers something increasingly rare: durable returns rooted in real human need. This piece explores why senior living, when done with integrity, belongs in long-term family office portfolios and how the Harmony model was built to honor that responsibility.

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Senior Living Investing in 2025: What This Year Confirmed and What Investors Can Expect for 2026

Senior Living Investing in 2025: What This Year Confirmed and What Investors Can Expect for 2026

Senior living investing in 2025 has confirmed what many investors suspected: demand is strengthening, new supply is constrained, and fundamentals are improving. This recap breaks down what 2025 validated and what investors can realistically expect in 2026, including occupancy momentum, rent growth, transaction activity, and the operational realities that will separate strong sponsors and operators from the rest.

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How to Evaluate a Sponsor in Senior Living Care: The Questions That Protect Both Your Capital and Your Conscience

How to Evaluate a Sponsor in Senior Living Care: The Questions That Protect Both Your Capital and Your Conscience

Senior living care is not like most real estate investments because the returns are shaped by leadership, staffing, and care delivery, not just leases and cap rates. This post outlines a practical framework for evaluating a sponsor in this asset class, from operator oversight and underwriting discipline to transparency, incentives, and integrity under pressure.

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The Truth About Investing in Senior Living Care: Common Misconceptions and the Clarifications That Matter

The Truth About Investing in Senior Living Care: Common Misconceptions and the Clarifications That Matter

Senior living care investing attracts strong interest, and plenty of bad assumptions. Some investors treat it like multifamily with older tenants. Others assume demographics guarantee performance. And many underestimate how deeply operations, staffing, and reputation drive outcomes. This post addresses the most common misconceptions head-on and replaces them with the clarifications that actually matter, from operator selection to labor realities to what occupancy does and does not tell you. If you are evaluating this asset class in 2025, this is the framework that helps you invest with clarity instead of hype.

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Senior Living Care vs. “The Usual Suspects” in 2025: Why This Asset Class Deserves a Different Lens

Senior Living Care vs. “The Usual Suspects” in 2025: Why This Asset Class Deserves a Different Lens

In 2025, most investors still default to the familiar mix of multifamily, industrial, self-storage, retail, and the increasingly popular data center trade. Senior living care does not fit neatly into that lineup because it is not only real estate. It is real estate plus operations, plus trust. The return profile is shaped as much by staffing, leadership, and resident experience as it is by market rent and cap rates. This post breaks down how senior living care compares to today’s most common asset classes and why the real question is not “Is it riskier?” but “Is it underwritten differently?”

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