Redefining Senior Housing Investment Through Collaboration | Michael Bowden & Shae Portnoy

This week on Bridge the Gap, Josh and Lucas sit down with Michael Bowden and Shae Portnoy of LTC REIT to explore how the company is redefining senior housing investment. Moving beyond the traditional “landlord” model, LTC is embracing a more collaborative, relationship-driven approach with operators The conversation dives into how LTC’s shift has transformed their company culture, opened doors to best-in-class operators, and created a more dynamic, people-first investment strategy.

Key Topics:

1. Why relationships and trust are central to investment success
2. Breaking the “landlord” stigma in senior housing
3. Aligning incentives between capital partners and operators
4. The importance of on-the-ground engagement with residents
5. How LTC is curating a best-in-class portfolio
6. Market outlook for senior housing growth in 2026 and beyond
7. Cultural alignment as a key investment criterion
8. The role of operations in driving asset value
9. Recruiting new talent into the senior living industry

Meet the Hosts:

Josh Crisp : https://www.linkedin.com/in/joshcrispsocial/

Lucas McCurdy : https://www.linkedin.com/in/lucasmccurdyseniorlivingfan/

Connect with Our Guests

Michael Bowden: https://www.linkedin.com/in/michael-bowden-70592020

Shae Portnoy: https://www.linkedin.com/in/shaeportnoy

Learn more about LTC

https://www.ltcreit.com/

Produced by Grit and Gravel Marketing .

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