Healthcare Real Estate Insights

Oct 20, 2026

The Over-80 Wave Is Hitting the South First

The demographics, Florida's migration reset and what an older population means for outpatient demand

Oct 20, 2026

Senior Housing Hit 90%. Here Is the Catch.

The supply cliff, the Sun Belt laggards and why occupancy is not the same as cash flow

Oct 20, 2026

Rehab Hospitals Earn 25% Margins. A Cut Is on the Table.

Freestanding margins, the CMS-versus-MedPAC gap, demand drivers and CON rules in Texas, Georgia and Florida

Oct 20, 2026

The Tenant That Competes With Its Landlord

The site-of-care shift, payer mix and what health-system credit risk means for medical outpatient buildings

Oct 20, 2026

Rates Went Up Again. Our Rule Didn't Change.

The September Fed hike, a 5% 10-year Treasury, and the case for positive leverage sized to in-place cash flow.

Oct 20, 2026

The Two-Ton Reason Doctors Don't Move

MRI magnets, tenant-funded build-outs, referral networks and patient geography: where a medical landlord's pricing power comes from.

Oct 20, 2026

Where Are All the New Medical Buildings?

Completions are down, construction is expensive, buildings are purpose-built, and a basis below replacement cost works as a moat.

Oct 20, 2026

Medical Office Is Not Office. The Numbers Prove It.

Same word, different cash flows. And why converting empty office buildings into medical space is harder than it looks.

Oct 20, 2026

Covid Stress-Tested Medical Office. The Rent Held.

Covid was the stress test. Only close-contact medical tenants asked for relief, and the cash flow held.

Oct 20, 2026

The Building Most Buyers Skip

The light value-add playbook, basis versus replacement cost, and the diligence that makes it work