Continuing Care Retirement Communities
Continuing care retirement communities providing a full continuum of care from independent living through skilled nursing.
- 4
- Verticals
Overview
Continuing Care Retirement Communities (CCRCs, or life-plan communities) provide a full continuum of care — independent living through assisted living and skilled nursing — on a single campus, often under an entrance-fee model. The sector is heavily nonprofit and serves residents seeking aging-in-place security.
The entrance-fee model creates distinctive economics and balance-sheet considerations, and demand is supported by the aging population's desire for a guaranteed care continuum. It is a fragmented, largely nonprofit segment with selective for-profit and consolidation activity.
Market snapshot
- Market size
- ~$41B
- Growth
- ~3.5%CAGR (2017–22, nominal)
- Companies
- ~5,500
U.S. Census Bureau 2022 CBP/Economic Census, NAICS 623311 (Continuing Care Retirement Communities); heavily nonprofit.
Business model & economics
- Revenue model
- Entrance fees plus monthly fees across the care continuum
- Recurring revenue
- High — long-term resident relationships
- EBITDA margin
- Nonprofit surplus and entrance-fee economics
- Capex intensity
- High
- Full care continuum on a single campus.
- Entrance-fee model creates distinctive economics.
- Heavily nonprofit; aging-in-place security demand.
M&A deal context
Who’s acquiring
What’s driving deals
- Selective consolidation in a nonprofit-heavy segment.
- Aging-in-place continuum demand.
- Entrance-fee and balance-sheet dynamics.
Verticals in this segment
- 4.7.4.1Fee-For-Service CCRCs
Continuing care retirement communities with fee-for-service care pricing.
- 4.7.4.2Life Care & Entry Fee CCRCs
CCRCs providing prepaid all-inclusive care under a life care contract.
- 4.7.4.3Non-Profit CCRC Operators
Non-profit mission-driven continuing care retirement community operators.
- 4.7.4.4Rental CCRC Models
CCRCs operating on month-to-month rental rather than entry fee models.
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