A Place For Mom economics
Fees up 12% YoY. External referral converts 3.5x better than APFM. Shift toward referral development.
Google AI Overviews
15-22% organic erosion for communities not paid or AI-optimized. The AEO/GEO opportunity.
Reputation is a cost lever
Communities at 4.5 stars+ see 31% higher call-to-tour and 22% lower CPL.
Memory care demand
13.9M by 2060 with a 28% Southeast supply gap by 2030.
Supply tightening
New construction permits -18% in Q1 2026; Southeast occupancy at 89.1%.
Where the money is
The gains this month are in lifting laggard communities, not adding spend.
wingspanRPMClient Intelligence