The unique profile of Active Adult 55+ communities is excellent for investors. Residents of Active Adult communities are generally financially secure and remain in place longer than multifamily renters.

A lack of new supply of Active Adult communities, combined with a wave of baby boomers reaching the target age demographic, points to a highly undersupplied market with demand outpacing supply for years to come.

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• The multifamily market is witnessing a dramatic adjustment. National vacancy readings leveled off for the first time in three years in Q3 2024, as new unit deliveries slowed and a growing pool of renters leased up available units.
• New unit deliveries are projected to decline further. CoStar data shows a 55% reduction in expected unit completions in 2025, and permit issuance reveals a continued thinning of the supply pipeline thereafter.
• Demand is increasing as several forces unleash pent up need for rental units. In contrast to renting, purchasing a home continues to represent an expensive and unattractive alternative.
• As the supply of new units continues to decline and increased demand for rentals absorbs the current available inventory, leverage will continue to shift in favor of multifamily landlords and investors.  

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• first, real estate adds a diversified return stream that bolsters the average annualized return to the portfolio;
• second, and crucially, real estate reduces the variability of returns to a portfolio by adding a non-correlated asset that dampens the price swings from other asset classes and reduces the chances of a loss of value while maintaining the level of expected return.

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The post “A Summary of 2024 Market Outlooks” appeared first on Capital Square - Raising capital, buildings and expectations.