Health Care REITs Seeing Long-Term Demand Tailwinds: Raymond James’ Dave Rodgers
Why this matters
Commercial real estate continues to digest a multi-year reset in cost of capital. Transaction velocity is below the 2019-2021 trend but improving, cap rates have stabilized across most stabilized property types, and the bid-ask gap has narrowed materially in the past two quarters. Sponsors with permanent capital and operating platforms have an advantage in the current execution environment. The next twelve months will continue to reward underwriting discipline and operational sophistication over balance-sheet aggression.
Editorial analysis · Real Estate Trail Editorial
Image Dave Rodgers says senior housing is a particularly bright spot within health care today.
External link. Real Estate Trail does not republish source content.
More from the wire
Granite Sells Historic Dallas Office Building
Granite Properties has sold Factory Six03, a 215,111-square-foot Class A creative office building located at 603 Munger Ave. in the heart of Dallas’ West End. DealCo was the buyer. Originally constructed in 1903 as th…
Rockpoint and Newbond Holdings Acquire the Hotel Maren Fort Lauderdale, Curio Collection by Hilton
BOSTON, Sept. 3, 2026 /PRNewswire/ -- Rockpoint, a Boston-based real estate private equity firm, and Newbond Holdings ("Newbond"), a real estate and hospitality-focused investment platform, today announced the acquisi…
Pinnacle Secures Financing for Fort Lauderdale Affordable Sr. Housing
Pinnacle secured $40.2 million in financing to develop a new mixed-use, affordable senior housing community in Fort Lauderdale. The financing will support Pinnacle at Cypress Phase I, the first of a two-phase developm…
Hall Render Recruits Two New Shareholders Within a Month of Launching St. Louis Office
Elizabeth Tucker and Brett Travers join the firm's health care regulatory and real estate practices, signaling rapid investment in the Missouri market. ST. LOUIS, Sept. 3, 2026 /PRNewswire/ -- Hall Render, the nation'…
OYO's Autonomous GM Agent Has No One to Answer To, One Hotel Cut OTA Dependency from 100% to 10% in a Year, What Hotel Groups Really Want from Vendors
Thursday brought Pertlink's accountability analysis of OYO parent Prism's fully autonomous GM Agent raising unresolved questions on guest data, privacy, and liability ahead of a Rs 6,650 crore IPO, a Cloudbeds case st…