Despite Demographic Promise, Senior Housing’s Numbers Tell a Cautionary Story

Globe St., Nov. 13, 2025-Erik Sherman
Blackstone’s decision to wind down its $1.8 billion senior housing portfolio has become a litmus test for a sector caught between demographic optimism and financial reality. The firm has reportedly been selling 90 properties totaling 9,000 units, in some cases at losses as steep as 70%. The move underscores a truth often overshadowed by talk of aging populations: scale alone doesn’t guarantee profitability.
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