What to Watch This Week in Medical Real Estate

It’s a short week with the holiday coming up, but that doesn’t mean things are standing still. In fact, this is the time to watch the quieter moves—the ones that don’t make headlines but shape where the market’s headed.

A few things on the radar:

1. End-of-quarter reporting starts to roll in.

REITs, PE groups, and public operators are wrapping up Q2 and prepping to report performance. Keep an eye on early guidance coming out of healthcare REITs like Ventas, Sabra, and Welltower. These updates won’t just talk yield—they’ll give you insight into occupancy, rent growth, and what assets are being bought, held, or quietly sold.

2. Price corrections in off-market deals.

With interest rates still sticky, more sellers are quietly lowering expectations. Especially in behavioral health and senior living, we’re hearing about off-market transactions getting repriced down 5–10% just to get across the finish line. If you’re underwriting a deal, this week’s the time to sharpen the pencil.

3. Build-to-suit activity is heating up.

Developers are looking ahead to 2026. Several private groups we follow are shopping land and engaging with operators on build-to-suit outpatient facilities—particularly in states with population growth and reimbursement tailwinds (think TX, TN, FL). If you’re not already in those conversations, you’re late.

The big stuff will be quiet this week. But the signals are still there if you know where to look.

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