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NIC MAP® Market Signals


2Q11 Market Signal: Pricing Power Continues for the Higher Occupied Properties

Previously, we examined rent growth in relation to a property's occupancy rate. In response to continued demand of this subject matter we revisit this topic.

During the past three quarters, there has been clear divergence between the three occupancy cohorts of 90% - 100%, 80% - 90%, and below 80%. From 2009 to mid-2010, there was virtually no difference in year-over-year rent growth among properties with occupancy from 80% - 90% and properties with occupancy below 80%. During the same time, properties with occupancy between 90-100% enjoyed rent growth of approximately 60 basis points higher than the other two cohorts. Beginning in 4Q10, a divergence developed between the 80% - 90% and below 80% cohorts. Rent growth in properties with occupancy below 80% declined significantly in 4Q10 and is now 110 basis points below that of the 80% -90% cohort. The drop in rent growth for the lowest occupied properties coincides with an increase in the lower quartile's occupancy, which speaks to the ability among those properties to increase their occupancies by lowering asking rents.

Seniors Housing Year-Over-Year Rent Growth by Occupany Cohort; MAP 31