About This Publication
Written by operators.
Built on public data.
Senior Living Analyst exists because the industry deserves analysis written by someone who has actually worked in it — not a generalist financial journalist translating earnings releases, but someone who knows what RevPOR means at the community level, why a 110 basis point occupancy gain matters differently at 80% than at 90%, and what operators are actually dealing with when labor costs rise faster than rate.
Growing up in senior living
This site is run by a senior living veteran who didn't come to the industry from finance or real estate — they grew up in it. That background shapes everything about how this publication approaches analysis: the numbers are always read through the lens of what they mean for the people running communities and the residents living in them.
The senior housing sector is in a generational moment. The baby boom generation is beginning to reach age 80. Demand is accelerating. Capital is paying attention. And the operators who understand the data — who can read an 8-K and extract what it means for their own portfolio — will be better positioned than those who can't.
Senior Living Analyst is built for that operator. And for the investors, advisors, and vendors who want to understand the industry the way operators do.
Editorial standard
Every figure published on this site is sourced directly from SEC EDGAR 8-K filings, public earnings releases, or official regulatory filings. We do not publish estimates, projections, or analyst consensus figures as fact. When we editorialize, we say so.
What we cover
The full continuum — from active adult to skilled nursing — with the same rigor applied to each segment.
Independent Living
Occupancy trends, rate growth, and demand dynamics for IL communities serving the 75+ cohort.
Assisted Living
Same-store RevPOR and RevPAR benchmarks, labor cost pressures, and margin recovery across AL operators.
Memory Care
Specialized care economics, acuity-adjusted pricing, and the supply/demand picture for dedicated MC units.
Active Adult
The emerging 55+ rental segment — lease-up velocity, rent growth, and how it competes with traditional IL.
Skilled Nursing & Rehab
Medicare and Medicaid reimbursement trends, PDPM impacts, and the SNF operators navigating a complex payer mix.
Capital & REITs
REIT earnings, investment guidance, cap rates, and what the capital markets signal about sector confidence.
Our data sources
We go to the primary source. Every time.
SEC EDGAR 8-K Filings
Primary source for all earnings figures — direct from the filing, not the press release summary.
Investor Relations Transcripts
Earnings call transcripts for operator commentary and forward guidance.
NIC MAP Data
Occupancy and absorption benchmarks for the broader senior housing market.
CMS Cost Reports
Skilled nursing cost and reimbursement data from the Centers for Medicare & Medicaid Services.
Public Company Filings
10-K and 10-Q filings for deeper operational and balance sheet context.
Who reads Senior Living Analyst
The analysis is written for people who work in or invest in senior housing — not for a general audience.
Operators
Executive directors, regional VPs, and C-suite leaders who want to benchmark their communities against public company same-store data and understand where the industry is heading.
Investors & REITs
Institutional and private equity investors tracking NOI growth, cap rate trends, and the capital deployment strategies of the major public operators.
Vendors & Suppliers
Companies selling into senior housing who need to understand the financial health of their customers and where budget pressure is concentrated.
Advisors & Consultants
Brokers, lenders, and consultants who need current, accurate data to advise clients on acquisitions, dispositions, and financing.
Get in touch
Tips on earnings releases, data corrections, advertising inquiries, or just want to talk senior housing — reach out.
Contact us