Alpha Investing

Inflation is showing signs of cooling, bringing optimism that the Federal Reserve may soon ease its restrictive monetary policy. However, the labor market is softening, with slower job growth and rising unemployment, while consumer spending remains steady but under pressure from increasing debt and delinquencies. In commercial real estate, elevated interest rates continue to weigh heavily, particularly for properties with floating rate loans. Transaction volumes are low, but Alpha Investing remains focused on acquiring assets with strong cash flow and downside protection, particularly in senior housing and multifamily sectors. Want to dive deeper into these market trends? Visit the full Q2 2024 Alpha Insights Report to explore how we’re navigating these challenges and identifying opportunities.

As demand for accessible senior housing rises, leaders at the 2024 NIC Fall Conference emphasized that affordability, not luxury, is essential in the middle market. Innovative approaches, such as revitalizing older properties, shifting towards a small operator strategy, and focusing on essential services, are creating sustainable communities that meet the real needs of their tenants. We at Alpha Investing are excited to highlight some of the creative ways that Operators are creating value in the sector as the industry continues to recover. Read the full article at the link below.?

A recent survey by Age of Majority for Restaura revealed that nearly 70% of baby boomers plan to age in place, with food preference being a major deciding factor. While 70% of respondents seek diverse meal options, only 17% felt confident that senior living communities could meet these culinary needs. This gap presents a unique opportunity for the senior housing industry to evolve. Understanding the driving factors behind seniors' choices provides valuable insights for Senior Housing Operators on the best benefits to offer and necessary improvements to make. With 32% of respondents identifying as adventurous eaters, there's a clear demand for high-quality dining experiences. Check out the full article below for more insights.?

Selecting the right sponsor is more important than ever for mitigating risk and ensuring solid returns. From evaluating a sponsor’s historical performance to understanding their strategy in a given asset class, identifying best-in-class partners can give investors a competitive edge. By focusing on cash-flowing assets and leveraging macroeconomic trends, smart investors align with sponsors who deliver value. Learn how to identify best-in-class sponsors by reading the full article.?

In this episode of the Real Wealth Real Health podcast, AdaPia d'Errico talks with Kevin Kaseff, Co-Founder and Managing Partner of Titan Real Estate Investment Group, Inc. Kevin shares his expertise in the senior housing sector and why it's positioned for significant growth as the population ages. With over 50% of senior housing communities being run by "mom and pop" owners, Kevin discusses the opportunties Titan sees in bringing these communities up to institutional standards while improving care for residents. He also shares why building a strong company culture, placing the right people in key positions, and focusing on operational efficiency are essential for long-term success in the sector. Don't miss the chance to revisit this insightful conversation on the future of senior housing and the critical role of leadership and culture in driving success!

A new report from NIC MAP Vision shows that the senior housing market stands at a critical crossroads, facing an estimated $275 billion investment gap between 2024 and 2030. This gap is driven by the rapid increase in the population aged 80 and older, which is growing far faster than the availability of senior living options. Despite the soaring demand for senior housing, new construction has plummeted to historic lows, exacerbating the growing shortage of suitable accommondations. The analysis sheds light on emerging opportunities for investors looking to navigate the complex market dynamics, while also providing a clearer view of the financial factors impacting the future of senior housing. Read the full report, linked below, to learn more:?

With the Fed's recent easing cycle, commercial real estate is entering a period of adjustment as it contends with higher operating costs, maturing debt, and elevated interest rates. In our Q3 Alpha Insights, we break down these challenges and highlight why senior housing and multifamily remain strong investment opportunities, driven by high demand and resilient fundamentals.

The apartment market is beginning to recover atfer a period of oversupply, with vacancy rates stabilizing for the first time in 3 years and demand reaching its highest point since 2021. As new units continue to fill up, landlords may regain pricing power in 2025, assuming the economy stays strong. While markets like Austin are still struggling due to overbuilding, coastal and Midwest areas are seeing stronger rent growth for renewals. With homeownership still out of reach for many, renters are staying put, which is further bolstering the rental market. Check out the article below to learn more about the apartment market's recovery.?

Multifamily apartment investments remain a popular choice, but as the market evolves, careful evaluation is crucial. In this article, we explore seven key factors for assessing multifamily properties, including market trends, occupancy rates, value-add potential, and property condition. Read the full Alpha Investing article to gain insight into what to look for in multifamily apartment investments.

Demand for multi- and single-family rentals remain strong, but rent trends are shifting. According to National Multi-Housing News’ September Report, markets with limited supply growth saw positive rent performance, while areas with more new inventory faced declines. Gateway cities and Midwest secondary markets lead in rent growth, with New York City and Kansas City performing well, while high-supply cities like Austin and Phoenix are slowing down. Check out the September Report below to learn more about the industry’s trends as we move towards the end of the year.