LeadingAge Missouri Annual Business Meeting & Expert Trends from NIC

Beyond the Boom: Supply, Demand, and Changing Sector Dynamics

Presenter: Lisa McCracken, Head of Research and Analytics, NIC

We are in the midst of historical times in our sector with compelling demographics and the increasing need for housing and support services among older adults. Will those tailwinds cushion us from potential threats to what we currently offer today’s customers? How is our sector changing and how will we need to pivot to remain viable? This session will cover an overview of the key supply and demand trends in the sector and an outlook for what lies ahead.

Demand Trends in Senior Living

1. 1. Demographic trends
      1. National, Missouri, select MO markets
   2. Consumer Characteristics (Boomers, Gen X)
      1. Solo agers, Net worth/income, Preferences
   3. Workforce

Existing Market Fundamentals & Growth

1. 1. 2Q25 Market Fundamentals (Occupancy, record-level absorption, unit growth, construction starts at record lows, etc.)
      1. National, Missouri, select MO markets
   2. Growth (affiliations/acquisitions, expansions, new developments, emerging models)
   3. Insights into NFP vs FP growth
   4. “Attainable housing” – affordability
   5. Supply & demand dynamics – future supply shortage?

Outlook for Senior Living Sector:

1. 1. Opportunities
   2. Threats

Discussion, Q&A

Approved for 1 Administrator CEU (TA-015-43-26DL)