The Spring NIC Conference in Nashville had very strong attendance and there was real energy around transactions. This was not a wait and see conference. It felt like people were there to get deals done.
Across the board, there was a noticeable increase in deal activity being discussed. Buyers were underwriting, sellers were testing pricing, and brokers were actively working through transactions already in motion. There was a steady flow of conversations around specific assets, not just general market commentary.
Capital is still very much engaged in the senior housing space. It is more selective, but it is absolutely present. At the same time, more owners are beginning to recognize where the market is today and are adjusting expectations, which is helping move conversations forward in a more realistic way.
Pricing continues to adjust, but what stood out is that people are finding ways to bridge gaps. Instead of deals stalling out, we are seeing more structure and creativity being used to get transactions across the finish line. That is a meaningful shift from even a year ago.
I personally had 30 scheduled meetings over the two days, which reflects just how active the conference was. The level of follow up conversations and deal discussions was strong throughout.
And the bigger underlying theme, one that really cannot be ignored anymore, is that the baby boomers are finally here. The demand curve everyone has been talking about for years is no longer theoretical. It is starting to show up in real time, and the industry is positioning itself for what comes next.
Overall, NIC in Nashville felt productive and active. A lot of real conversations took place, follow ups were set, and there is a clear sense that the next few months will bring increased transaction activity.
We are in the middle of a very active deal environment right now, and JCH Senior Housing Investment Brokerage continues to be directly involved in those conversations across the senior housing market, from sourcing opportunities to working through active transactions as they move toward execution. As part of that, we are actively helping owners understand where their assets fit in today’s market, providing valuations and real time feedback based on current deal activity, not just historical data.
Bottom line, momentum is building again and it is starting to show up in actual deals.
Thank you,
Jennifer