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Host Lisa McCracken sits down with Julie Robinson and Andrew Wantoch of Clarion Partners — a roughly $70 billion private investment manager — to talk about their growing commitment to senior housing. The duo shares how Clarion approaches the sector with intention: from market-level labor analysis and purpose-built, private-pay asset selection to the "yellow flag" philosophy that guides their operator diligence process.
The conversation gets candid on what true capital-operator alignment looks like, why staff compensation structures matter all the way down to the department head level, and what questions operators should be asking their capital partners before signing on. Julie and Andrew also weigh in on technology expectations and share their long-term vision for Clarion's role in the senior housing space.
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