Senior housing stocks are set to take off as the American population ages, according to Bank of America. Ventas' portfolio includes senior housing communities, medical office buildings and other health-care facilities. Bank of America sees "significant" senior housing operating margins upside ahead, driven by cyclical and secular growth. However, a nonrenewal and a conversion of the properties to Ventas' senior housing operating portfolio would provide an additional 1.2% boost to net operating income, he said. That said, Ventas is not the only senior housing REIT that Bank of America likes.

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Persons: Joshua Dennerlein, Dennerlein, Brookdale, Ventas Organizations: Bank of America, . Census, Healthcare Locations: Brookdale