Tag: senior living marketing

The following is a recap from Varsity’s Roundtable, a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Senior living leaders have no shortage of data, but knowing which numbers matter and what to do with them can be the bigger challenge. From workforce pressures and resident fees to governance and the growing focus on health span, the latest industry research offers a revealing look at where senior living is today and where it may be headed next.

Katelyn McCauley, Vice President and Head of Senior Living Research at Ziegler, joined Varsity’s weekly Roundtable to share findings from Ziegler’s 2026 CFO Hotline surveys. She explored what senior living finance leaders are reporting across several key areas, including how organizations are approaching board composition, which health span programs future residents may value most, what’s happening with workforce costs and turnover, and how resident fee structures and growth strategies are evolving. 

Below are a few Fresh Perspectives from her discussion.

HEALTH SPAN IS BECOMING A COMPETITIVE DIFFERENTIATOR

87% said health span will be very important to the next resident, creating opportunities around cognitive health, purpose and other programs that are harder to replicate at home.

BOARD RECRUITMENT IS BECOMING MORE STRATEGIC

Communities are increasingly looking for board members whose expertise supports their strategic plans, including real estate and development experience for organizations pursuing growth.

WORKFORCE PRESSURES AREN’T GOING AWAY

Overall turnover declined slightly, but staffing costs continue to climb, with 90% reporting some level of increase over the past year.

WORKFORCE IS ALSO A MARKETING ISSUE

Positive culture is a leading strategy for addressing staffing shortages, giving marketing teams an important role in communicating what makes their organizations good places to work.

RESIDENTS FAVOR GREATER REFUNDABILITY

When refundable entrance fee options are available, 25% choose a 90%-or-greater refund compared with just 5% choosing a 50% refund.

GROWTH IS SHIFTING TOWARD EXPANSION AND M&A

Ziegler is seeing fewer new campuses and more activity around expansions and consolidation, particularly among nonprofit providers.

VARSITY’S FRESH PERSPECTIVE

Senior living leaders have no shortage of data. The opportunity is turning that data into action. From health span and workforce culture to board composition and pricing, consumer expectations are changing alongside the business of senior living.

The organizations that stay ahead will be the ones that connect what the numbers are telling them with what future residents and employees actually value, then use those insights to shape strategy, strengthen their value proposition and make smarter decisions about what comes next.

The following is a recap from Varsity’s Roundtable, a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Senior living has a built-in advantage when it comes to attracting and retaining employees: the work has purpose. But purpose alone doesn’t create a strong workplace culture. Employees also want to feel valued, understand what’s expected of them and see their own values reflected in the organization. And despite plenty of talk about generational differences, those expectations cut across age groups.

Denise Boudreau, President of Drive, joined Varsity’s weekly Roundtable to explore what today’s workforce really wants and how senior living organizations can build cultures where people want to work, contribute and stay. Below are a few Fresh Perspectives from her discussion.

PURPOSE IS NOT A GENERATIONAL ISSUE

Workers across age groups are looking for greater meaning, balance and fulfillment at work. Denise shared data showing the importance of work-life balance actually increased with age. The opportunity for senior living is significant because purpose is already naturally built into the work.

EMPLOYEES WANT ACCOUNTABILITY, BUT ITS MEANING IS CHANGING

Accountability consistently ranks among employees’ most desired workplace values, but the conversation is shifting from holding others accountable to taking personal ownership. Employees want to understand what they are responsible for, where the organization is headed and how their work contributes to larger goals.

CULTURE CAN AND SHOULD BE MEASURED

Culture is more than a feeling. Denise emphasized using data to understand whether employees’ personal values align with what they actually experience at work. That alignment drives engagement, fulfillment and an employee’s ability to show up authentically.

STRONG CULTURE HAS A MEASURABLE BUSINESS IMPACT

Organizations with strong cultures saw 38% lower turnover than those with poor cultures. Stronger culture scores impact occupancy, including one organization where the strongest-culture sites averaged 94% occupancy compared with 66% at the weakest.

COMPENSATION ALONE WILL NOT SOLVE RETENTION

Paying a living wage matters, but Denise cited research showing toxic culture was 10.4 times more likely to drive employees away than compensation.  

The following is a recap from Varsity’s Roundtable, a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

For many senior living prospects, choosing a community is only part of the decision. The harder step can be leaving a longtime home filled with memories, belongings and a sense of security. Even prospects who are excited about a community and financially ready to move can find themselves stalled by the emotional and logistical realities of getting from one home to the next.

Jennifer Hornacek of Moving Station joined Varsity’s weekly Roundtable to discuss how sales teams can better recognize and address those barriers. She explored how asking better questions, connecting prospects with trusted relocation resources and making the transition itself part of the sales experience can reduce friction, build confidence and help move prospects toward a decision. Below are a few Fresh Perspectives from her discussion.

YOUR BIGGEST COMPETITOR MAY BE THE PROSPECT’S HOME

Prospects can love the community, be financially qualified and see themselves living there, yet still hesitate because of the emotional and practical challenges of leaving a longtime home. Understanding that barrier can help sales teams address what’s really holding up the decision.

SOLVE THE MOVE, NOT JUST THE SALE

Downsizing, selling a home, accessing equity and coordinating timing can quickly overwhelm a prospect. Connecting them with trusted resources and creating a clear path from their current home to the community can help turn “I’m not ready” into forward momentum.

LISTEN FOR WHAT PROSPECTS AREN’T SAYING

A hesitation to move may be rooted in concerns prospects haven’t clearly expressed. Asking what worries them, what they’re leaving behind and what would make the process easier can uncover obstacles before they stall the sale.

THE RIGHT PARTNERS CAN MAKE OR BREAK A MOVE

Realtors, move managers, downsizers and other partners should understand senior living and the prospect’s ultimate goal. A well-meaning partner who doesn’t understand the community or its value can introduce doubt and potentially derail a move.

MAKE THE TRANSITION PART OF YOUR DIFFERENTIATOR

Beautiful residences, dining, wellness and amenities may look similar across competing communities. Helping prospects navigate the difficult journey from their current front door to their new one gives communities another meaningful way to stand apart.

VARSITY’S FRESH PERSPECTIVE

Senior living sales teams spend a lot of time perfecting the community experience, but sometimes the biggest barrier to a move is the home a prospect is struggling to leave behind. Understanding the emotional, financial and logistical weight of leaving a longtime home can change the sales conversation. The teams that uncover those concerns early and connect prospects with the right resources can turn hesitation into momentum while building trust along the way. 

The following is a recap from Varsity’s Roundtable, a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

As senior living demand grows, a long wait list may look like a sign of success. But without meaningful engagement, it can be difficult to know which prospects are truly committed, who is ready to move and where sales teams should focus their time. Turning that passive list into an active membership experience can help communities build relationships earlier and create a clearer path toward residency.

Mary Jane Fitts of Greystone Communities, Cameron Martin of The Highlands at Wyomissing and Derek Dunham of Varsity recently joined Varsity’s weekly Roundtable to discuss how communities can rethink traditional wait lists through membership programs that build emotional connection, better align engagement with a prospect’s readiness and create stronger, more predictable occupancy pipelines. They also shared real-world examples of how these programs are being structured and what they’re learning along the way.

Below are a few Fresh Perspectives from their discussion.

WAIT LISTS SHOULD BE ACTIVE, NOT PASSIVE

A traditional wait list can become a “parking lot” filled with prospects who have little commitment or connection to the community. Membership programs create a clearer path toward residency through regular communication and expectations that keep prospects moving forward.

MEMBERSHIP BUILDS EMOTIONAL CONNECTION

Inviting future residents to events, meals and community experiences helps them build relationships with residents and staff before move-in. That sense of belonging can increase confidence in the decision and ultimately strengthen conversion.

TIERS HELP MATCH ENGAGEMENT TO READINESS

The Highlands uses three clubs to distinguish prospects by where they are in the decision process, from those three to five years out to those prepared to move within 18 months. That structure helps sales teams prioritize qualified prospects while giving each group appropriate engagement.

SCARCITY AND COMMITMENT CAN STRENGTHEN THE PIPELINE

Higher deposits, limited membership and clearly defined timelines can help separate serious prospects from casual ones. 

CLEAR RULES MAKE MEMBERSHIP PROGRAMS WORK

Caps, priority dates, realistic availability expectations and policies around declining residences help communities avoid overpromising. Those guardrails also give sales teams a more manageable pool of prospects and can create urgency when membership is limited.

HIGH OCCUPANCY ISN’T A REASON TO STOP MARKETING

Even when a community is full, future residents still need to be nurtured. Consistent communication, personal touches, referral programs and coordination between sales and operations can keep the pipeline strong and help communities pre-sell residences as they become available.

VARSITY’S FRESH PERSPECTIVE

The best wait list isn’t really a wait list at all. It’s an extension of the resident experience that begins long before move-in. Communities that turn waiting into belonging can build stronger relationships, better understand intent and create a pipeline of future residents who aren’t just next in line, but genuinely ready to call the community home. 

Data tells a much bigger story than occupancy rates alone. In this episode of Varsity’s Roundtable Talk, Derek sits down with Lisa McCracken, Head of Research and Analytics at the National Investment Center for Seniors Housing & Care (NIC), to discuss the trends shaping the future of senior living.

Lisa explores why demand is outpacing supply, why demographics alone won’t guarantee success and how providers can use data to better understand their markets, demonstrate value and prepare for the next generation of older adults.

Check out the full episode here. 

WHAT’S THE BIGGEST HEADLINE IN SENIOR LIVING RIGHT NOW?

We’ve been talking for most of my career about the arrival of the baby boomers, and we’re here today. The first baby boomer turns 80 this year in 2026. But yet we’re at this fascinating point where we have very little growth in our industry. We have huge demographic growth, but our response to that growth has been incredibly muted. I’m not sure many of us thought we’d be in this unique spot as the waves hit the shore of the baby boomers, and we’re a little ill-prepared in some respects.

WHAT DOES THE DATA TELL US ABOUT SENIOR LIVING’S POST-PANDEMIC RECOVERY?

From a data standpoint, one of the big things we look at is occupancy. As an industry, we passed the first quarter 2020 occupancy level. If you talk to many operators and providers today, they’re at some of the highest occupancy levels they’ve ever been at. For some of the modern, competitive senior living communities, they’re full and vibrant and doing well. Recovery is probably an understatement. We’re forecasting that we’re going to be hitting some record highs, so the next year or year and a half is going to be an interesting time.

WHAT’S REALLY DRIVING TODAY’S HIGH OCCUPANCY LEVELS?

There are some general demand elements for sure. Occupancy can certainly be driven by the fact that we don’t have a lot of new competition coming on the market. In the fourth quarter of 2025, a third of the primary markets actually had negative inventory growth. If your denominator is going down, even if you have the same number of people living there, your occupancy is going to go up. My concern is that I don’t want us to get lazy as an industry. We still need to work for it, and we’ve got to have what they want.

WHAT IS THE SENIOR LIVING INDUSTRY STILL GETTING WRONG ABOUT THIS MOMENT?

I think there is a little bit of, “the demographics will just take us where we need to be.” We talk about how the boomers are different, but I still don’t feel like we’re thinking differently enough. I feel like this is the same conversation I had 25 years ago. We say think outside of the box, but I’m just not sure if we’re thinking outside of the box enough. Even our labels are confusing. Life plan community, active adult, rental, entry fee. I think we get stuck in our labels, and our world is incredibly difficult to navigate.

HOW MUCH OF WHAT WE’RE SEEING IS REAL DEMAND VERSUS A LACK OF NEW INVENTORY?

I think it’s a combination of both. There is absolutely strong demand for a lot of what we have today. There are a lot of places that have very long wait lists. I talk to CEOs who say that for certain types of cottages or units, if you want something five years from now, get your name on there now. That’s demand for what you have. That is real deal. But the lack of new inventory is certainly part of it, and in certain markets there’s a scarcity issue going on for sure.

Food is personal. It’s tied to comfort, choice, memory and quality of life, which is why dining has become one of senior living’s biggest opportunities to elevate the resident experience. And as consumer expectations continue to evolve, communities have an opportunity to look beyond what’s on the plate and consider how emerging food and beverage trends can inspire more variety, stronger connections and more memorable moments around the table.

David Shoffner, Communications Manager at Pavone Group and its food and beverage marketing agency, quench, was a guest on Varsity’s weekly Roundtable to explore the trends shaping food and beverage and what they could mean for senior living. Below are a few Fresh Perspectives from his discussion.

FOCUS ON TRENDS, NOT FADS

Fads generate short-term excitement, but trends reflect lasting shifts in consumer behavior. Understanding the difference helps organizations make smarter decisions about menu development, marketing investments and long-term dining strategies.

PREMIUM FROZEN CAN EXPAND POSSIBILITIES

Today’s premium frozen products offer culinary teams greater flexibility, consistency and menu variety while helping address labor challenges. Used strategically, they can elevate the dining experience without sacrificing quality.

BEVERAGES HAVE BECOME AN EXPERIENCE

Premium coffee, specialty teas and seasonal beverages are no longer just menu add-ons. A thoughtful beverage program can enhance hospitality, encourage social connection and create memorable moments throughout the day.

DINING CAN BE A POWERFUL COMMUNITY BUILDER

Residents increasingly value connection as much as cuisine. Shared meals, interactive dining experiences and chef-led events help transform dining into one of senior living’s strongest tools for building relationships and community.

SMALL TOUCHES CREATE LASTING IMPRESSIONS

Creating a premium dining experience doesn’t always require a larger budget. Thoughtful presentation, seasonal features and simple moments of delight can make everyday meals feel more memorable and rewarding.

BETTER DATA LEADS TO BETTER DINING DECISIONS

Communities already collect valuable dining information. Using that data to anticipate resident preferences, improve menu planning and reduce waste creates a more efficient operation and a dining experience that better reflects what residents want.

VARSITY’S FRESH PERSPECTIVE

Consumer food trends often become resident expectations. Communities that thoughtfully adapt those trends can differentiate their dining experience while creating meaningful moments that support hospitality, connection and quality of life. The goal isn’t to follow every trend, but to identify the ones that genuinely enhance the resident experience. 

The following is a recap from Varsity’s Roundtable, a weekly virtual gathering of senior living marketers and leaders from across the nation. For updates about future weekly Roundtable gatherings, submit your name and email address here. 

Most older adults say they want to age in place, yet relatively few have developed a plan for how they’ll do it. That gap creates an opportunity for senior living providers to do more than market communities. It gives them a chance to become trusted guides, helping people think through one of life’s biggest decisions long before a move is on the horizon. That’s exactly what Ryan Frederick explored as a guest on Varsity’s weekly Roundtable. 

The author of Right Place, Right Time, founder of Here and leading voice on Place Planning shared how providers can engage prospects earlier, build trust through education instead of sales, and help people make more intentional decisions about where they’ll live as they age. Along the way, he explained why shifting conversations from amenities to quality of life can create stronger relationships and, ultimately, a healthier pipeline. Below are a few Fresh Perspectives from his discussion.

START THE CONVERSATION BEFORE THE MOVE IS IMMINENT

Many older adults haven’t developed a plan for where they’ll live as they age. By engaging people years before they’re ready to move, senior living providers can build trust, educate consumers and become a valued resource long before a housing decision is made.

LEAD WITH LIFE, NOT THE BUILDING

Conversations are more meaningful when they focus on a person’s health, relationships, finances and home rather than amenities and floor plans. Helping prospects reflect on how well their current situation supports the life they want often reveals needs they hadn’t recognized.

EDUCATION BUILDS TRUST BETTER THAN A SALES PITCH

Consumers are looking for objective guidance, not pressure. Providing a framework that helps people explore their options empowers them to make informed decisions and positions providers as trusted advisors rather than salespeople.

PLACE PLANNING ISN’T JUST FOR PEOPLE IN THEIR 70s

The best time to begin thinking about where you’ll live may be years before a move is necessary. Starting in your 50s or 60s gives people more flexibility to make intentional decisions that support long-term health, independence and quality of life.

SUCCESS SHOULD BE MEASURED BY RELATIONSHIPS, NOT JUST MOVE-INS

Early engagement expands the pool of people who know and trust your organization. As life circumstances change over time, those relationships naturally create more opportunities for future move-ins.

VARSITY’S FRESH PERSPECTIVE

Too often, senior living marketing begins when someone is already searching for a community. Place Planning reminds us that many of the most important decisions happen years before that first tour. Organizations that position themselves as trusted educators (not just providers) have an opportunity to build relationships much earlier in the journey.

For sales and marketing leaders, that means creating content, events and conversations that help people think about aging well, even if a move isn’t on the horizon. When the focus shifts from selling communities to helping people make better decisions, trust grows and so do future move-in opportunities.

QUOTES

“The OGs of the internet really understand how to leverage technology to get the most out of it, but they also know when to turn it off. They’re the ones we should model when it comes to healthy boundaries and good engagement with technology.” (Ginna)

“People think older adults don’t know how to use technology. When you actually talk to them, they’ll be the first to say, ‘Why don’t you bring in a robot? Why don’t you use voice technology if it’s going to make life easier for the staff?'” (Ginna)

“Older adults see technology as an augmentation of what staff are already doing. I actually think the people preventing technology from becoming part of the ecosystem are often the staff themselves.” (Ginna)

“The reality is that older adults see the value of technology. If it’s easy to use and easy to adopt, they’re on it.” (Ginna)

“Gen X and younger baby boomers are the generation that’s exercising the most. They’re not doing chair yoga. They’re hiking five, ten, fifteen miles. They’re skiing. They’re living very active lives.” (Ginna)

“When I go on a senior living website, I don’t want to be overwhelmed by chatbots and pictures of everyone smiling. I want to know what your lifestyle is. What are you really about?” (Ginna)

“They like simplicity. They like elegance. Simpler is better—not because it’s for old people, but because it’s easier to find what you’re looking for. They hate clutter.” (Ginna)

“Technology is a means to the end. If it’s going to help me maintain my independence and still do the things I love in a different way, then that’s exactly how we should age.” (Ginna)

“I see AI as an assistant—a helper. It’s always human in the loop. You’re still in control, but AI gives you those little moments where you think, ‘Oh, I didn’t think about that.'” (Ginna)

“The whole idea of preventing a fall instead of waiting until someone needs help—that’s going to be a game changer.” (Ginna)

“The most successful senior living organizations won’t just operate inside their four walls. They’ll already be working with future residents in their homes years before they ever move in.” (Ginna)

NOTES

Ginna Baik is an aging technology strategist and consultant with more than 20 years of experience helping organizations use technology to improve the lives of older adults. She previously served as Director of AgeTech at AOL and is a board member for LeadingAge California and Eschaton. Her work focuses on digital engagement, consumer experience, AI and helping senior living organizations prepare for the next generation of older adults.

Before joining AOL, Ginna held leadership roles at Amazon Alexa, HP and other technology organizations, where she focused on voice technology, connected living and digital consumer experiences. She is widely recognized as a leading voice in AgeTech and regularly advises senior living providers on technology strategy, AI adoption and consumer engagement.

Older adults are far more comfortable with technology than many organizations assume. Many were among the first internet users, adopted email decades ago and now use smartphones, online banking, travel planning and AI tools at rates much closer to the general population than stereotypes suggest.

Today’s active agers expect marketing that reflects how they actually live. Rather than showing passive lifestyles, organizations should emphasize adventure, lifelong learning, wellness and authentic community experiences that resonate with younger boomers and Generation X.

Senior living websites often overwhelm visitors with chatbots, floor plans and sales messaging before explaining the community’s lifestyle. Technology should personalize and simplify the experience rather than create additional friction.

The most successful technology feels natural and supports independence without calling attention to itself. Voice assistants, smart home features and AI should help people accomplish everyday tasks while allowing them to remain in control.

AI delivers its greatest value by removing friction from everyday life. Instead of replacing people, it should function as an assistant that anticipates needs, provides helpful suggestions and makes routine decisions easier.

Technology can play a major role in preventing falls, supporting aging in place and improving quality of life through smart homes, voice control and passive monitoring that respects privacy while helping older adults remain independent.

For senior living providers, one of AI’s biggest near-term opportunities is reducing caregiver documentation and administrative work, helping staff capture more accurate information, improve care plans and spend more time with residents.

The future of senior living extends beyond the walls of a community. The most successful organizations will begin building relationships with future residents years before they move in, using technology to support aging at home and create a seamless transition when additional care is needed.

The future of senior living may depend as much on what happens beyond a community’s walls as what happens inside them. As providers look to serve more older adults and strengthen their role in the broader community, many are rethinking how campuses connect with the neighborhoods around them. That means creating places that encourage everyday interaction, celebrate local identity and make senior living a more visible, welcoming part of community life.

Those ideas were the focus when Max Winters, Senior Designer at RLPS Architects, joined Varsity’s weekly Roundtable to explore how thoughtful design can strengthen community connections, support healthier aging and help senior living organizations build meaningful partnerships beyond their campuses. Below are a few takeaways from his discussion.

DESIGN COMMUNITIES, NOT JUST CAMPUSES

The future of senior living isn’t about recreating everything behind campus walls. The strongest communities connect residents to the neighborhoods around them, strengthening both quality of life and the communities they serve.

SOCIAL CONNECTION HAPPENS IN EVERYDAY MOMENTS

Small interactions like a conversation with a barista, seeing familiar faces or gathering in welcoming public spaces play a meaningful role in healthy aging. Designing for those everyday connections can improve both physical and cognitive well-being.

BUILD PLACES THAT WELCOME EVERYONE

Mixed-use developments, public restaurants, shared gathering spaces and adaptive reuse projects create natural opportunities for residents and neighbors to interact, making senior living an active part of the broader community instead of a destination apart from it.

A STRONG SENSE OF PLACE CREATES STRONGER PARTNERSHIPS

Communities with a clear identity rooted in their history, culture and local character are better positioned to build partnerships, attract visitors and create experiences that feel authentic rather than generic.

CULTURE SHOULD LEAD, BUILDINGS SHOULD FOLLOW

Lasting transformation begins with programming, operations and organizational culture. As communities evolve, the need for new or redesigned spaces becomes much clearer—and much more effective.

VARSITY’S FRESH PERSPECTIVE

The future of senior living isn’t about building bigger campuses. It’s about building stronger connections. Communities that open their doors to neighbors, celebrate their local identity and create opportunities for everyday interaction will be better positioned to attract future residents and strengthen the communities they serve.

For sales and marketing leaders, that starts with thinking beyond occupancy. Every partnership, event and shared experience is an opportunity to reinforce your community’s role as a vibrant, connected part of the neighborhood.

Gardening can do much more than brighten a landscape. Research shows it can help older adults stay active, eat healthier, find purpose and enhance overall well-being, making it a valuable opportunity for senior living communities.

Laurel Mertz, Senior Research Analyst at the Mather Institute, joined Varsity’s weekly Roundtable to share findings from the organization’s new national study on gardening and healthy aging. She discussed the benefits of gardening, common barriers to participation and practical ways communities can create more accessible, engaging gardening experiences for residents. Below are a few Fresh Perspectives from her discussion.

GARDENING SUPPORTS HEALTHY AGING IN MULTIPLE WAYS

Older adults who garden reported higher levels of gratitude, life satisfaction and purpose, along with more physical activity, healthier eating habits and a stronger connection to nature.

GARDENING MAY BE THE “SNEAKY EXERCISE” OLDER ADULTS NEED

Gardeners reported spending nearly five hours a week gardening during the growing season. Activities like digging, weeding and harvesting can help older adults stay active without feeling like they’re exercising.

INTEREST IN GARDENING EXCEEDS PARTICIPATION

Many older adults who don’t currently garden are interested in community gardens, hydroponics and other gardening experiences. For many, the barriers are confidence, space and accessibility—not a lack of interest.

MAKE GARDENING ACCESSIBLE TO EVERYONE

Raised beds, container gardens, hydroponic systems, gardening mentors and beginner-friendly programs can help overcome common barriers and make gardening possible for more older adults, regardless of physical ability or experience.

TURN GARDENING INTO A COMMUNITY EXPERIENCE

While Mather’s national study didn’t find stronger social outcomes among gardeners, community-based gardening programs, shared spaces and group activities create opportunities for connection, engagement and meaningful resident experiences.