Boomers don't want senior communities

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What Trump’s mass deportation plan would mean for immigrant workers and the economy link

• President-Elect Trump has said he has “no choice” but to pursue mass deportation after the election results, and told NBC News there is “no price tag.”

• If that plan targets undocumented workers and temporary workers in addition to migrants who have recently crossed the border, the construction industry will be hit hard, as will housing and agriculture sectors.

• By one estimate from an immigration policy group, GDP could shrink by $1.1 trillion to $1.7 trillion, but in his recent comments Trump has also said his plan will bring more businesses into the country and the U.S. needs more workers to grow.

Logistics Real Estate Faces Mini-Cycle of Subdued Demand link

• The logistics real estate market saw vacancies at near-peak levels of 6.8% in Q3, with overall space absorption down 34% from typical levels. Reduced demand, coupled with slower decision-making, is expected to keep vacancy high until mid-2025.

• Rents fell about 3% nationwide, with Southern California experiencing the largest declines due to high volatility since the pandemic. In contrast, Houston, Atlanta, and Nashville saw stable rent growth, reflecting region-specific recovery patterns.

• New supply dropped sharply, with a 33% reduction in completions in Q3 from the previous quarter and a 20% drop in new project starts year-to-date. This significant contraction brings the development pipeline to its lowest point since 2017.

Boomers Worry About Moving to Senior Communities for 1 Surprising Reason—but Would Thrive in These 10 Retirement Spots link

• A survey from Age of Majority shows that 71% of baby boomers prioritize food quality as a top consideration for choosing senior living facilities. For many, the appeal of gourmet dining options outweighs traditional factors like downsizing or even moving.

• Communities such as Wesley Palms in San Diego and The Villages in Florida have adapted by providing high-end dining options, local farm-to-table ingredients, and chef-driven culinary experiences. These communities recognize that seniors are often food-savvy and desire diverse, high-quality meals.

• Boomers hold over 80% of U.S. wealth and represent $8.3 trillion in annual economic activity, enabling them to afford premium dining experiences. This economic influence encourages retirement communities to hire nutritionists, source local ingredients, and provide upscale dining facilities.

Multifamily Construction Starts Down 50% link

• Multifamily construction starts have dropped by 50% since 2022, but completions remain high, with projections elevated through 2026. Yardi Matrix raised its Q4 2025 forecast by 8.1% to 508,089 units, anticipating a cooling phase starting mid-2026.

• In Q3, the under-construction pipeline reached over 1.2 million units, with a 9.7% quarterly decline in lease-up units but a 5.5% year-over-year increase. Units not in lease-up rose 2.7% quarter-over-quarter, peaking near 700,000 in late 2023.

• Construction times for garden and mid-rise properties are at or near series highs, averaging 688 and 741 days respectively, while high-rise averages dropped to 815 days. Yardi Matrix forecasts new supply to bottom out at 327,000 units by 2027, rebounding by 2028-2029 to around 405,000–426,000 units.

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