Real Estate
US Senior Living
West Peak US Real Estate is building a diversified investment platform of Class A senior living developments in high-growth US Sunbelt markets.
Through West Peak US Senior Living Holdings, a Jersey private company, investors gain equity ownership in a specialised senior living property holding company designed to deliver long term capital appreciation and stable income. The strategy focuses on purpose-built, institutional-quality communities in structurally undersupplied markets where demographic growth materially exceeds new supply.
The Market Opportunity
A pronounced supply demand imbalance is forming across the US senior living sector.
Demand is accelerating
The demographic wave is now underway.
2026 marks the first year that baby boomers enter the 80-plus age cohort, the segment that drives the majority of senior living demand. The 80-plus population is projected to grow at four to five times the rate of the overall US population over the coming decade.
Operating fundamentals:
Validate this structural demand. Occupancy across primary markets has recovered to above 88 to 90 percent, with net absorption consistently exceeding new supply.
This is not discretionary real estate. Senior living is needs-driven housing supported by ageing demographics and extended life expectancy.
Supply remains Structurally Constrained
While demand accelerates, supply growth has fallen to historic lows.
Annual inventory growth has declined to below 1 percent for the first time on record.
Construction starts are at their lowest levels in more than a decade as higher financing costs, tighter credit conditions and post-pandemic capital reallocation have materially reduced new development.
Senior living developments require multi-year entitlement, construction and lease-up periods, limiting the sector’s ability to provide the supply required to meet the growing demand.
The Emerging Imbalance
The result is a widening structural shortfall.
• Net absorption exceeds new supply
• Approximately 800,000 additional units are required by 2030 to maintain current penetration rates
• An estimated 300 billion dollars of investment is required by 2030
• More than 1 trillion dollars of capital will be required over the next 25 years
This imbalance creates a compelling development opportunity in well-located, high-growth markets.
West Peak US Senior Living is capitalising on this structural gap through greenfield development and lease-up acquisitions in undersupplied submarkets, such as Florida and California.
Our Strategy
West Peak is pursuing a development-led strategy focused exclusively on Class A senior living communities.
The platform is designed to deliver diversified exposure across multiple assets rather than concentration in a single project.
Key pillars of the strategy include:
• Ground-up development of institutional-quality integrated communities, comprising Independent Living, Assisted Living and Memory Care unit mix
• Focus on high-growth Sunbelt markets with strong senior in-migration with Florida identified as the key market
• Diversified multi-asset portfolio construction
• Phased capital deployment aligned with entitlement, construction and stabilisation milestones
• Introduction of government-backed long-term refinancing post-stabilisation period to optimise capital structure
• Flexibility to hold assets for long term income and value compounding
The emphasis is on operational execution and disciplined development rather than financial engineering.
Development Partner
West Peak partners with a US-based senior living developer with over a decade of exclusive focus on Class A senior living development.
The team has delivered eight successful greenfield developments over the past decade across California and Florida, with established relationships across operators, lenders and specialist senior housing capital providers.
Their experience spans entitlement, construction management, operator management, lease-up and refinancing, with a demonstrated ability to execute through varying market cycles.
Investment Vehicle
West Peak US Senior Living Holdings is structured as a Jersey private company designed for long term capital deployment.
Investors acquire equity ownership in a diversified senior living property holding company, providing exposure to both development-driven capital growth and recurring income once assets reach stabilisation.
The structure supports:
• Long term capital alignment
• Institutional governance
• Diversified exposure across multiple developments
• Durable income following lease-up and refinancing
The strategy targets annualised total returns in excess of USD 15% net of fees, derived from a combination of development uplift, operational stabilisation and income generation.
Ready to move?
For further information and access to the Investment Summary and Investment Memorandum, please contact us. We would welcome the opportunity to discuss the strategy, structure and current pipeline in more detail.
