What's driving investor momentum to Seniors Housing?

11.25 SHREC White Paper Cover

The growing number of aging Americans is creating significant demand for senior living communities, while available housing options remain limited.

Download our whitepaper and understand how investors are positioning their portfolios with a resilient real estate asset class bolstered by demographic tailwinds.

Insights Featured In:

Why Seniors Housing?

Demand Remains Strong

Absorption (move-ins) is outpacing new inventory growth, indicating strong pent-up consumer demand with an average of 28 units absorbed for every 10 that are added from 2021 to 2023.

Surging Occupancy

Seniors housing occupancy has increased every quarter since 2021, according to the National Investment Center for Seniors Housing & Care.

Improving Credit Conditions

Delinquencies have fallen to the lowest levels since 2023, suggesting reduced downside risk for investors.

Looming Debt Maturities

Cushman and Wakefield projects loan maturities will total over $18B within the next 2 years, opening the door for financing partners to provide capital.

Our Founders

MONTICELLOAM's founding team each have over 30 years of experience across multiple credit cycles as lenders, developers, owner/operators, and securitization specialists.

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Alan Litt

Alan Litt is Principal, Co-Founder, and Board Member of MONTICELLOAM since inception in 2014, and serves as Executive Vice President of the BlackRock Monticello Debt Real Estate Investment Trust.

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Jonathan Litt

Jonathan Litt is Principal, Co-Founder, and Board Member of MONTICELLOAM, LLC since inception in 2014, and serves as Assistant Treasurer of the BlackRock Monticello Debt Real Estate Investment Trust.
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Thomas Lally

Thomas Lally is Principal, Co-Founder, and Board Member of MONTICELLOAM since inception in 2014, and serves as Trustee of the BlackRock Monticello Debt Real Estate Investment Trust.

MONTICELLOAM by the Numbers

$8.3B+
Loan Investments Under Management (1)
$12.8B+
Loans Originated Since Inception (2)
70+
Multifamily & Seniors Housing Specialists
(1) Includes all bridge, mezzanine, and working capital loans managed and serviced by MONTICELLOAM and its affiliates as of March 31, 2026. (2) Includes all bridge, mezzanine and working capital loans originated by MONTICELLOAM and its affiliates since inception, as of March 31, 2026.

Our Approach

MONTICELLOAM, LLC Principals Alan Litt and Tom Lally covered current strategies for seniors housing lenders, where multifamily investors are finding opportunities, and how MONTICELLOAM has navigated rapidly shifting sectors.


Stay up-to-date on sector trends with MONTICELLOAM