Senior Housing

topic on 2 shows · 4 statements across 3 episodes

Innovators & Investors Capital Allocators

4 statements about Senior Housing, every show

CAPITAL ALLOCATORS Assertion Supported
Hochfelder: The 80-plus age demographic is growing nearly 5% annually
“We know the eighty-plus age cohorts growing at nearly five percent a year while the overall population is dead flat.”
Lauren Hochfelder Jul 30, 2026 ▶ 33:53 Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
Wang: EOS aggressively bought senior housing over the past two years
“As a firm, the most interesting opportunities that we've seen for the last two and a half years have largely been in the residential sector in senior housing, where Nicole was early, and we were big buyers of that over the last two years.”
Jonathan Wang Jun 15, 2026 ▶ 46:27 Hotel Investing at EOS – Jonathan Wang (EP.506)
INNOVATORS & INVESTORS Assertion Supported
Khanna: India has 20,000 senior homes against a demand of two million
“So when you look at from a senior housing perspective, the view is that in a few years from now, we would need 20 lakh residences for seniors against which we are just at around maybe 18, 20,000 today.”
Ishaan Khanna May 21, 2026 ▶ 40:15 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna
INNOVATORS & INVESTORS Prediction Not checkable as stated
Khanna: Insurance will be a big unlock for Indian senior care
“Insurance is going to be a big, big unlock in senior care, whether it's looking at the health aspect, whether it's looking at if I as a senior need to invest into senior housing, what stops does the government give me?”
Ishaan Khanna May 21, 2026 ▶ 46:24 S2E11: The Next Big Indian Category: Elder Care ft. Ishaan Khanna

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