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Board games and firepits: Senior communities are pulling out all the stops to lure Generation X. Here’s why. - MarketWatch

1. Gen X will outnumber boomers by 2028. Demand for tailored seniors housing grows. 2. PHM targets Gen X via Del Webb 55+ communities. This improves market positioning. 3. Modern amenities like pocket offices and wellness-focused designs are featured. Designs suit Gen X tastes. 4. Industry faces an $800B senior housing supply gap. Growth opportunities span across major homebuilders.

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FAQ

Why Bullish?

PHM’s focus on Gen X aligns with a major demographic shift. Historically, similar transitions like the baby boomer retirement wave boosted homebuilder valuations over time.

How important is it?

The shift to a Gen X retirement market is transformative for senior housing demand. Although potential growth is long-term, its strategic relevance to PHM is substantial.

Why Long Term?

The Gen X shift materializes over decades, similar to past retirement trends. Long-term demographic trends have proven to gradually drive significant revenue gains.

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