economy

January 9, 2026

Goldman says two plays on the senior housing boom can rally more than 20%. They also pay dividends

Goldman Sachs initiated coverage on two real estate investment trusts Friday.

Goldman says two plays on the senior housing boom can rally more than 20%. They also pay dividends

TL;DR

  • Goldman Sachs initiated buy ratings on Ventas and Omega Healthcare Investors.
  • Both companies are expected to benefit from the growing senior population, with a significant increase in those aged 80 and older projected.
  • A decline in family caregivers is anticipated to shift seniors into senior housing facilities.
  • Limited new supply in the market is expected to drive occupancy rates to record levels.
  • Ventas' senior housing portfolio is predicted to see meaningful occupancy and margin increases, optimizing with its data platform.
  • Omega Healthcare Investors, primarily focused on skilled nursing and assisted living facilities, is seeing improved fundamentals and tenant profitability.
  • Both companies have strong acquisition pipelines and are positioned to capitalize on market trends.

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