• Version
• Download 7
• File Size 101.54 KB
• File Count 1
• Create Date April 25, 2025
• Last Updated April 25, 2025

RIAs: Senior Housing as a Diversified Income Strategy

Registered Investment Advisors face a growing demand from clients for yield, stability, and purpose in their portfolios. At the same time, traditional assets are underperforming expectations. Private-pay senior housing presents a solution—recession-resilient, demographically driven, and deeply values-aligned. This guide is designed to help fiduciary advisors evaluate, position, and integrate senior housing into their practice.