← Publications & press

Building Knowledge · Working paper

The Future Isn’t What We Planned For

Home, dignity, and adaptable communities in an aging society.

Steven Johnson, AIA · Architect and General Contractor · Team LINEA

Edited draft September 6, 2026 · Illustrated revision October 2, 2026 · Version sent October 8, 2026

Draft—not a final publication. Author review, evidence development and Taggart program reconciliation remain open. Proposed designs and quantities are provisional; no completed performance results or final approvals are implied.

This public text edition preserves the draft’s narrative, captions, glossary, references and editorial qualifications. Figures are in the illustrated PDF. Private source links have been removed from the download copy; the text and illustrations are unchanged.

Download or share the draft.

Access lasts 24 hours in this browser. Your request is stored separately from anonymous analytics. Requests older than 180 days are removed during subsequent request activity. No marketing opt-in is required. For access or deletion questions, contact Info@TeamLINEA.com.

Email and sharing options open in your own apps. Nothing is sent automatically. A forwarded download link asks its reader to enter their own email. Public text and copied browser URLs cannot be gated.

Abstract

Source PDF · page 3 of 36

Abstract Senior living faces two related challenges: providing enough housing and care for an aging population, and ensuring that the places we create can remain useful as residents, staffing, services, and economics change. Adding capacity matters. So does deciding what that capacity should be capable of becoming. A building designed around one operating assumption can outlast the assumption by decades. I approach this problem as an architect and general contractor whose work has included senior living, owner-side design and construction, and the practical consequences of design decisions in the field. Architecture belongs near the beginning of this discussion. The arrangement of rooms, infrastructure, service routes, and shared spaces helps determine which promises an operator can keep and which future changes an owner can afford. AUTHOR REVIEW Steven to confirm the experience description and first-person judgments before publication; no additional experience or project result is inferred. This paper uses the scientific method as an organizing discipline: observe the mismatch, propose a hypothesis, examine evidence, test alternatives, and define the results we should measure. It is a design argument and research-informed proposal, not a report of a completed controlled experiment. My hypothesis is that senior communities will be more resilient when adaptable buildings support hospitality, familiar neighborhoods, and services that can change without dismantling community. I call this approach decoupled but connected: distinguish housing, hospitality, and care where doing so creates useful choice, while deliberately maintaining relationships, accountability, and clinical continuity. Green House and household principles offer a strong foundation. Team LINEA’s developing work with Taggart Atlantic provides a practical setting in which to examine the questions, without mistaking a promising concept for a proven result. The deeper question is what we want these arrangements to protect. I argue for agency, belonging, and the ability to receive help without surrendering adult identity. Aging in place and community living should be evaluated against those aims. This is a conversation for adults planning retirement or ready to retire, families, developers, investors, operators, and architects: people approaching the same future with different responsibilities and different things at stake. Glossary Decoupled but connected: This paper’s proposed approach to separating selected housing, hospitality, and care functions while maintaining continuity and clear responsibility.

I. Observation

Source PDF · page 4 of 36

I. Observation: The Mismatch Between Demand and Design The future has arrived at the front door We have spent years discussing the arrival of the Baby Boomers as though a demographic forecast were a weather report: something large was approaching, and we hoped our existing roof would hold. The first Boomers, born in 1946, turn 80 in 2026. Those born at the end of the generation in 1964 turn 65 in 2029. These dates follow directly from the Census Bureau’s definition of the cohort. [1] The planning question is already present tense. FIGURE 1. The aging population and the planning horizon Cohort milestones calculated from Census birth years [1]. A full age-group projection chart still requires one consistent Census vintage and annual 65+, 75+, 80+ and 85+ counts. The pressure is visible in the market. NIC reported 89.9 percent senior housing occupancy across its 31 Primary Markets in the second quarter of 2026. Independent living reached 91.3 percent and assisted living 88.4 percent, while annual inventory growth remained below 1 percent for a fifth consecutive quarter. Those are observations about a defined set of markets and property types, not a census of every older adult’s housing options. [2] WORKING EVIDENCE NIC’s Q2 2026 occupancy figures describe 31 Primary Markets and selected property types. Occupancy is not a measure of resident choice or care quality. [2] The architecture question is harder than the arithmetic. An available apartment is not necessarily an appropriate apartment. A residence may be affordable but inaccessible, attractive but socially isolating, or physically suitable but beyond the reach of a dependable care workforce. A building may be full while its staff struggle with a layout that makes every routine task more difficult. Occupancy measures use; it does not measure every dimension of success. Nor does a birthday establish a housing preference or a care requirement. The same generation includes people still working, people supporting adult children, people with substantial assets, people with little financial cushion, and people already relying on daily assistance. We should not turn a demographic category into an architectural stereotype. The relevant question is how many different lives our communities can support, and under what conditions. Glossary Independent living (IL): Housing for people managing their daily lives independently, sometimes with bundled amenities and services; the agreement determines the actual offering.

Continued

Source PDF · page 5 of 36

Architecture has been part of both the problem and the progress In the familiar institutional arrangement, resident rooms line corridors that lead toward centralized dining, activities, administration, and care. There are reasons that pattern became recognizable: centralized functions are easy to diagram, repeated rooms are straightforward to count, and a single destination can simplify some forms of management. A plan can look remarkably efficient when no one has to walk through it. Once occupied, the same arrangement may produce long trips, congested meal periods, few meaningful destinations between the bedroom and dining room, and spaces where residents feel more processed than welcomed. These are risks to investigate in a particular building, not a verdict on every corridor or central kitchen. Good staff can create extraordinary communities in imperfect buildings. They should not have to overcome the plan every day to do it. The continuing care retirement community, now often called a Life Plan Community, also deserves a fair assessment. Bringing different housing and care settings together can offer social continuity, organizational familiarity, and a framework for planning ahead. Contract terms and actual services vary, but the aspiration is valuable: a person should not have to rebuild an entire life each time a support need changes. The weaknesses appear when that aspiration becomes too dependent on a fixed sequence of moves, a fixed financial model, or a building that resists reconfiguration. A campus can preserve relationships while adapting its physical and contractual structure. It can also retain the vocabulary of continuity while requiring disruptive transitions. We need to examine the experience behind the label. What are we trying to preserve when we preserve a home? A home holds more than possessions. It holds the authority to arrange a day, the familiarity of an ordinary view, and a history that does not have to be explained to anyone. Asking someone to leave can therefore sound like asking them to give up part of the evidence of who they are. An efficient relocation plan may miss that meaning entirely. Yet an unchanged address can conceal a profoundly changed life. Imagine a person who remains in the family house but can no longer easily reach friends, use the garden, or welcome guests. Now imagine someone who moves into a smaller home and regains those possibilities. Neither story proves that moving is better. Together they suggest that continuity should be judged by the life a place supports, as well as by how long someone has lived there. I would therefore distinguish independence from doing everything unaided. We all rely on other people and systems; retirement makes some of those dependencies more visible. The ethical aim is to preserve agency: a meaningful voice in what happens, the ability to express preferences, and support that respects them. Receiving help can expand that agency when it makes a chosen life possible. That distinction changes the design brief. We should ask what residents can decide, initiate, contribute, and decline. A person who needs assistance may still want to host dinner, tend a plant, mentor someone, practice a faith, or shut the door. The building and operating model should make room for those choices. Dignity should not be a benefit reserved for people who can manage without assistance. Glossary Continuing care retirement community (CCRC) / Life Plan Community: A community offering multiple housing and care settings; services, financial arrangements, and contractual commitments vary. Glossary Agency: A meaningful voice in decisions and support for personal preferences. Receiving assistance does not remove adult identity.

Continued

Source PDF · page 6 of 36

Building Knowledge begins with consequences At Team LINEA, Building Knowledge expresses how I want us to practice: bring experience from design, construction, operations, and investigation into the next decision, and make the reasoning useful to the people who must live with it. That means asking what happened after the drawing was issued, after the contractor priced it, and after the building opened. An attractive concept is the beginning of that conversation. My architectural training encourages me to connect spaces and possibilities. General contracting makes me ask how the work will actually be assembled, maintained, and repaired. Owner-side experience adds another perspective: who funds the change, who manages the disruption, and who explains it to residents and families? These perspectives are most useful when they challenge one another before concrete and contracts make the argument expensive. Senior living needs that exchange early. The location of a service shaft may affect a future conversion. The distance to a clean supply room may affect a shift. The arrangement of a dining room may determine whether someone with hearing difficulty chooses to participate. These are design decisions with operating consequences, even when they never appear as separate lines in a development spreadsheet. I do not believe architects should claim ownership of every answer. We should make the relationships between answers visible. An operator, resident, caregiver, engineer, lender, and building official may describe the same problem differently. The architect’s job includes translating those descriptions into a place that works, and identifying the conflicts that a beautiful rendering cannot resolve.

II. Hypothesis

Source PDF · page 7 of 36

II. Hypothesis: The Market Is Evolving Faster Than Its Models Separate what can change; connect what must endure My hypothesis is that senior living becomes more adaptable when we distinguish three systems: the home, the services that make daily life easier and more enjoyable, and the care that supports changing needs. Their organizations, funding, and delivery methods may differ. Their responsibilities must fit together from the resident’s perspective. A resident might rent a home, participate in shared dining and activities, and obtain personal assistance through an appropriately qualified provider. Another may prefer an integrated organization and a more comprehensive agreement. Neither arrangement is inherently superior. The meaningful comparison is whether the arrangement delivers suitable support, clear costs, understandable obligations, and a workable response when circumstances change. Decoupling is useful when it allows choice and adjustment. It fails when the resident becomes the project manager for a collection of organizations that do not communicate. A separate invoice can clarify what a service costs; it cannot establish who notices a missed visit, arranges transportation, or follows up after a hospital discharge. Those connections require deliberate design and management. The same principle applies to the building. A room’s use might change while its location, dimensions, and infrastructure remain serviceable. A neighborhood might expand without displacing unrelated residents. A community amenity might support several adjacent housing types. Each possibility depends on specific constraints. Flexibility has to be drawn, priced, and approved; it cannot be created by adding the word to a brochure. FIGURE 4. A connected community with distinct providers Proposed model. Confirm named organizations, transport responsibility, service agreements, escalation and who closes each handoff. This is not a Taggart operating agreement.

Continued

Source PDF · page 8 of 36

A proposition that can be challenged An adaptable community should be able to demonstrate something more useful than novelty. My proposed tests are whether it can accommodate a plausible change with less disruption, support resident choice without obscuring responsibility, and reduce avoidable work while preserving the people and time necessary for good care. It should also offer an honest account of affordability over time. The hypothesis could be wrong in a particular application. Extra infrastructure might never be used. A shared amenity might be inconvenient for everyone. Distributed service points might increase staffing demands beyond any reduction in travel. Multiple care providers might create more coordination work than a single operator would require. These are reasons to test the model carefully, not reasons to call every new plan innovative. We also need a fair comparison. The alternative should be a well-designed, competently operated conventional community serving a similar population, not the least appealing building we can find. A proposal wins little credibility by comparing its best intentions with someone else’s worst implementation. We should be willing to discover that an existing model performs some tasks better. The goal is therefore a repertoire rather than a universal prototype. Some places will benefit from a highly integrated campus. Others may support a network of housing and service providers. An existing community may need a modest intervention rather than a replacement building. The consistent principle is to preserve the resident’s continuity while giving the organization and the architecture room to adapt. Contemporary design and the continuity of adult identity The appearance of a senior community communicates an expectation about the life available inside. For some people approaching retirement, the familiar reference may be a well designed hotel, resort, or contemporary residence rather than a building conventionally associated with senior care. We should ask whether the architecture reflects their present lives and aspirations, as well as the support they may eventually need.

Continued

Source PDF · page 9 of 36

FIGURE 10. Taggart Atlantic — Contemporary arrival and architectural identity Preliminary design visualization, September 9, 2026. The arrival concept illustrates the warm contemporary expression discussed here; appearance remains a market hypothesis to test. Source image At Taggart Atlantic, I am exploring a warm contemporary expression as one response to that question. The intent is to create a place where residents can recognize themselves as hosts, neighbors, listeners, and participants. A courtyard concert, a garden walk, and the choice to watch from a covered balcony are examples of the ordinary freedoms the design should accommodate. Those possibilities depend on the operating model as much as the image of the building.

Continued

Source PDF · page 10 of 36

FIGURE 11. Taggart Atlantic — Courtyard concert and choices for participation Preliminary design visualization, September 9, 2026. The roofless stage, shaded seating and covered bridge illustrate choices to participate, listen or watch from a balcony. Source image The resort comparison is a hypothesis about familiarity and aspiration, not proof of consumer preference. A place selected for a holiday must meet a different standard when it becomes someone’s permanent home. Privacy, quiet, personalization, and dependable support remain essential. The architectural expression must also be comfortable for residents whose preferences and abilities differ from those of the most active prospective buyer. Nor should we assign one architectural taste to an entire generation. A Baby Boomer may prefer a traditional house; an older resident may welcome contemporary design. Income and education do not resolve that difference. The useful question is which combination of character, comfort, and daily choices fits a defined market and can be sustained at an acceptable cost. This extends the paper’s argument for agency, belonging, and adult identity. A contemporary exterior alone does not make a community adaptable. Its value should be judged alongside the arrangement of homes, hospitality, and care: how people retain choice, how relationships continue, and how the building can accommodate change. Taggart Atlantic offers a setting in which to test that proposition through comparable design alternatives, resident feedback, and operating and construction analysis. A compelling rendering gives us a proposal to examine, not a result to declare. Section V applies this market hypothesis to Taggart Atlantic through comparable alternatives, resident feedback, operating review and cost analysis. See Figure 9 and the preference-testing protocol. [16] WORKING EVIDENCE NAHB’s 2024 national home-buyer survey found varied exterior preferences; it is not a study of local senior- living prospects. Test the market rather than assign a taste to an age cohort. [14] Source EVIDENCE LIMIT The Age Well Study examines Life Plan Community wellness. It does not establish a preference for modern architecture or show that exterior style causes wellness. [15] Source

III. Research

Source PDF · page 11 of 36

III. Research: The New Variables Driving Change Demand projections are scenarios, not construction orders An influential January 2024 NIC analysis helps illustrate the scale of the challenge. Using then-current market penetration among people age 80 and older, that article projected 806,000 additional senior housing units by 2030, an associated $400 billion investment requirement, and a development pace sufficient for roughly 40 percent of that investment. Those figures describe a historical scenario, not a newly verified 2026 shortfall. Its 2025 figures also differ between the introduction and body, warranting caution. [3] Daily construction targets and population percentages are useful only when their units, time periods, and underlying assumptions are clearly defined and consistently applied. The broader argument does not need an unsupported number. It needs a transparent account of the population being served, the proportion expected to choose a particular housing type, the stock already available, and the time required to deliver appropriate alternatives. For an actual project, I would build several demand scenarios. They would distinguish age from care need, household resources from home value, and stated preference from the ability to pay. They would also recognize existing housing that could be improved rather than replaced. A national growth curve is useful context, but it cannot tell us whether a particular neighborhood needs cottages, assisted living, rehabilitation capacity, or better transportation. The architectural response should follow that work. If demand is uncertain between several compatible uses, a more adaptable shell may have value. If the market requires a highly specialized service, targeted investment may be wiser. The danger is allowing a dramatic national forecast to validate a local plan before the difficult questions have been asked. FIGURE 2. Demand scenarios versus deliverable supply Scenario method, not a quantified local forecast. Required: licensed inventory, baseline year, population vintage, participation assumptions, completions, removals and pipeline timing. Historical national context: [3]. Glossary Assisted living (AL): A broad term for residential settings offering personal assistance. Specific services, admission limits, and licensing categories vary by jurisdiction.

Continued

Source PDF · page 12 of 36

Capital, care, and the limits of a single margin It is equally important to avoid treating skilled nursing as a uniformly unprofitable service. MedPAC’s March 2026 report estimated a 2.1 percent aggregate all-payer total margin for freestanding SNFs in 2024; 40 percent had negative total margins. The same report placed their fee-for-service Medicare margin at 24.4 percent. These measures cover different revenue and cost bases and should not be treated as interchangeable. [4] FIGURE 3. Care economics without mixing denominators MedPAC March 2026, Chapter 7: freestanding SNFs, 2024; Table 7-4 and all-payer discussion [4]. The measures describe different revenue and cost bases, not two parts of one total. That distinction matters for design. A project team needs to understand the specific services, payer relationships, operating commitments, and capital obligations behind its program. It cannot infer the feasibility of a proposed care setting from a national average, a competitor’s apparent success, or the profitability of one payer category. Nor should a strong return in one category be taken as proof that every resident’s needs are adequately supported. Skilled care remains part of the system even when a developer chooses not to provide it directly. The planning question becomes where residents can obtain it, what transitions involve, and whether a promised relationship with another provider is operationally meaningful. A neighboring nursing facility is not automatically a dependable care pathway. Proximity helps only when capacity, communication, payment, and responsibilities also align. For architects, that means drawing the off-site consequences as carefully as the on-site program. Where does a resident wait for transport? Can a spouse visit without an exhausting journey? Is there a private place for a care conference after a return? Does the operator have an actual transfer protocol? A smaller building program does not eliminate these needs; it relocates the work of meeting them. Consolidation and active adult housing change the choices The 2025 LeadingAge Ziegler LZ 200 release describes growth among large nonprofit senior living organizations through campus expansions, affiliations, and acquisitions. It also reports a longer-term pattern of increasing independent and assisted living units alongside declining nursing care beds within the ranked organizations. This supports a discussion of changing portfolios, not a claim that every single-site provider is becoming unviable. [5] Glossary Skilled nursing facility (SNF): A nursing facility providing skilled services; payer eligibility, certification, and the scope of other services require separate consideration.

Continued

Source PDF · page 13 of 36

Scale can create opportunities to share expertise and resources. It can also distance decisions from local relationships. I would judge consolidation by what it enables a community to do: renew its buildings, retain capable staff, improve service continuity, and honor its commitments. Becoming part of a larger organization does not by itself answer whether a particular building should be expanded, adapted, or replaced. Active adult housing creates another set of options. NIC’s fourth-quarter 2025 review covered more than 850 rental communities, reported approximately 6,800 new units delivered during the year, and recorded 91.9 percent occupancy across the tracked inventory. The category includes differing vintages and property characteristics, so it should not be treated as one uniform product. [6] From a design perspective, housing centered on independent daily life can be valuable without claiming to provide a continuum of care. The concern arises when residents infer a service promise that the housing agreement does not make. A project should explain its intended population, available services, limits, and transition arrangements clearly. The absence of an on-site care operation must not become the absence of a plan for predictable changes in residents’ lives. Aging in place and community living deserve the same honest test AARP’s 2024 Home and Community Preferences research found that 75 percent of adults age 50 and older wanted to remain in their homes and 73 percent in their communities as they aged, while 44 percent anticipated moving. These are stated preferences and expectations, not evidence that one setting produces better outcomes. [13] They do tell developers to take attachment to an existing life seriously. The comparison should begin with the actual home and the actual alternatives. Aging in place may preserve close neighbors, familiar routines, cultural connections, and a manageable cost structure. Community living may offer appealing relationships, less responsibility for property upkeep, or more accessible daily services. Either can disappoint when its practical conditions are assumed rather than examined. For the existing home, I would examine physical access, maintenance, transportation, nearby support, and the reliability of help during an interruption. For a prospective community, I would examine privacy, everyday choice, service limits, total cost, and the consequences of a change in needs. Both deserve a difficult-day test. The question is what happens when a spouse is away, a paid visit is missed, or the normal routine becomes temporarily unworkable. There are also choices between staying in the same house and entering a large retirement community. A smaller accessible home nearby, a multigenerational arrangement, or housing connected to neighborhood services may preserve important relationships while changing the physical setting. Whether any option is feasible depends on the actual location, resources, household preferences, and applicable requirements. The design imagination should explore the range before narrowing the decision. An adult planning retirement has an opportunity to discuss these questions while the decision is still flexible. Someone ready to retire may need to compare real costs, available homes, and desired daily routines. A family facing an immediate change may need a workable next step without pretending it settles every future question. The paper should be useful at all three moments, without turning preparation into a demand that everyone move early. Glossary Active adult housing: Housing oriented toward independent adults and social participation; actual age restrictions, amenities, and service commitments depend on the property.

Continued

Source PDF · page 14 of 36

I would invite households to write down what they hope to keep: particular relationships, privacy, access to outdoors, a manageable budget, proximity to family, or freedom from maintenance. Then ask which available arrangement supports those priorities and what would cause the answer to change. Revisit that conversation rather than treating a housing decision as a pledge that can never be reconsidered. We should be especially careful with the word community. A person can belong deeply to a neighborhood while living alone, and feel lonely in a building full of people. A development can offer opportunities to connect; it cannot guarantee friendship. Its task is to make participation accessible, welcome different temperaments, and avoid confusing a full activity calendar with a meaningful social life. Costs have changed; the budget must acknowledge it In my project work, returning to an old cost assumption has not been a dependable strategy. The disruption associated with COVID-era construction and operations belongs in this discussion, but we should distinguish elevated price levels from the rate at which prices are increasing. Slower escalation does not mean that a previous budget has become adequate again. Different materials, labor categories, and local markets also move differently. A current example is the Bureau of Labor Statistics employment cost series for private nursing and residential care facilities, as published through the Federal Reserve’s data service. Its total compensation index increased from 170.471 in the second quarter of 2025 to 175.523 in the second quarter of 2026, approximately 3.0 percent. That is a broad labor-cost measure, not a complete senior living operating budget or a measure of an individual project’s costs. [7] FIGURE 8. Cost levels and the rate of change BLS via ALFRED, series CIS2016230000000I, July 31, 2026 release [7]. Seasonally adjusted nursing/residential-care compensation index; not construction cost or a whole-facility budget. Construction and operating comparisons require separate, consistently scoped series. The useful response is a current, itemized operating and construction model. Separate recurring wages and benefits, agency use, food, utilities, insurance, maintenance, and capital renewal. On the construction side, distinguish scope changes from pricing changes. Otherwise a team may blame inflation for a program expansion, or celebrate a lower estimate that quietly removed essential support spaces. Immigration policy also belongs in workforce planning. PHI’s March 2025 brief reported that immigrants represented 28 percent of the direct care workforce in 2022, up from 21 percent in 2011. This establishes the workforce’s exposure to changes affecting immigrant workers; it does not quantify the effect of a particular 2026

Continued

Source PDF · page 15 of 36

policy on a particular facility. [8] A responsible feasibility study should test recruitment and retention risks without assigning unsupported causation to a single policy. Architecture can help remove avoidable work, but it cannot create a workforce by decree. A shorter route to supplies, a workable staff entrance, and a comfortable place to take a break are meaningful contributions. None substitutes for adequate compensation, preparation, supervision, and staffing. I would reject a design argument that treats resident care time as waste simply because it is expensive. Regulation defines the boundaries of the experiment North Carolina’s Multi-unit Assisted Housing with Services, or MUAHS, illustrates a distinct housing-and-services arrangement. DHSR describes it as registered rather than licensed as an adult care home. Care arranged through housing management is supplied by a licensed home care or hospice agency; residents retain provider choice, and housing and care charges must be separate. Residents must not need 24-hour supervision, and additional suitability restrictions apply. Registration also requires local zoning documentation and fire/building safety review. [9] The lesson is that a different regulatory category carries a different service promise. It is not an interchangeable substitute for a licensed care setting. For a proposed project, the team must match actual resident needs and intended services to the applicable rules. This paper offers a design framework, not a determination that any Taggart configuration qualifies under a particular category. I would establish a jurisdiction-specific matrix before fixing the plan: intended use, resident characteristics, licensing pathway, building and fire requirements, food service, accessibility, and any applicable certificate-of- need process. Each unresolved interpretation should have an identified reviewer and a documented answer. A configuration accepted elsewhere should be treated as a precedent to investigate, not an approval that travels with the drawing. Differences between states and the possibility of more combination floors deserve closer examination. These remain useful research questions. They are not established here as current conclusions about North Carolina, South Carolina, or Georgia. The proposal is to test allowable adjacencies and future conversion paths with the relevant authorities, rather than base an investment decision on an assumed relaxation of regulation. REQUIRED BEFORE APPLYING A MODEL Identify the AHJ, the authority having jurisdiction. Verify licensing, resident needs, permitted uses, fire/building rules, accessibility and any certificate-of-need (CON) requirement for the actual site. Technology needs an operating owner Technology can be considered wherever it supports a defined task: requesting assistance, communicating with family, coordinating visits, or managing building systems. I would begin with the task and the responsible person, then choose the equipment. A device that produces information without a response process can add activity without adding support. Glossary Authority having jurisdiction (AHJ): The agency or official responsible for interpreting or enforcing a particular requirement for a project. Glossary Certificate of need (CON): A state approval process that may apply to specified healthcare facilities or services. Applicability must be checked for the actual project. Glossary MUAHS: North Carolina’s Multi- unit Assisted Housing with Services registration category; see the regulatory discussion and source [9].

Continued

Source PDF · page 16 of 36

The building should make useful technology maintainable and replaceable. That means accessible pathways, appropriate power and network provisions, secure equipment locations, and room for servicing. The operating plan should address consent, access to information, retention, training, and what happens during an outage. These are design requirements I propose, rather than a claim that one technology package has already solved the problem. Residents should also be able to participate without mastering every digital interface. A human response, readable instructions, and simple physical controls remain essential design options. We should evaluate whether a system reduces frustration for residents and staff, rather than assuming that more connected devices produce a more connected community.

IV. Analysis

Source PDF · page 17 of 36

IV. Analysis: Where Current Models Become Unsustainable The weakness is rigidity, not age alone An older building is not necessarily obsolete, and a new building is not necessarily adaptable. I would define functional obsolescence as a growing mismatch between what a place requires of its occupants and what they can reasonably do. That mismatch may involve walking distances, bathroom geometry, staff workflow, service capacity, social choice, or the cost of maintaining basic comfort. Some problems can be corrected through furniture, lighting, programming, or operating changes. Others are embedded in structural bays, floor elevations, shafts, and circulation. The distinction matters because it tells an owner where to invest. Replacing finishes may improve a room’s appearance while leaving its most consequential limitation untouched. The same rigidity can exist in an operating model. A single dining schedule may simplify staffing while narrowing residents’ choices. A large amenity program may attract initial interest while becoming difficult to sustain. A contractual promise may assume a service that is no longer available locally. These arrangements deserve periodic testing against current experience, rather than protection because they were reasonable when adopted. Green House and household models are foundations to build on The move toward smaller, more domestic living environments is an important design achievement. Green House is a specific model; household approaches are broader and should not automatically be given that name. Both belong in this discussion because they challenge the assumption that receiving substantial assistance requires living in an institutionally organized environment. Research also cautions us against reducing the lesson to a floor plan. A qualitative study of six Green House homes found opportunities for earlier recognition of changes in residents’ condition and better communication, but differences in how staff used those opportunities. Lower-transfer homes more consistently supported the relevant care processes. This helps explain why implementation matters and why a domestic setting alone does not guarantee a clinical result. [10] EVIDENCE LIMIT Green House is a named model; “household” is broader . The cited six-home qualitative study concerns implementation and care processes, not a guarantee from a floor plan. [10] My architectural interpretation is to preserve the qualities that make a household intelligible: a recognizable front door, a nearby place to sit, a shared table, daylight, manageable scale, and opportunities to know the people around you. These principles should influence planning even when the project does not adopt a formal Green House model. They should also extend beyond appearance into how daily life is organized. The next step is to make that domestic framework more adaptable. Can support spaces be rearranged without taking apart the neighborhood? Can a dining area serve different group sizes without becoming impersonal? Can maintenance occur without repeatedly intruding into private rooms? Can a boundary change while preserving a familiar route to an outdoor space? These are extensions of the household idea, not reasons to abandon it. We should also be candid about tradeoffs. Repeating small living and dining spaces may require more area and different staffing arrangements. A centrally prepared meal can still be served in a domestic setting; a decentralized Glossary Green House / household model: Green House refers to a specific small-home care model. Household describes a broader approach to domestic scale and resident-centered daily life.

Continued

Source PDF · page 18 of 36

kitchen can still be poorly run. The appropriate configuration depends on the actual service model. Architects and operators should compare alternatives together, including the work required at every meal and on every shift. Hospitality is an operating commitment Hospitality deserves a larger role than selecting a lobby sofa. I use the term to mean attentive service, adult choice, sensory comfort, and the feeling that a place has made room for you as an individual. Residents may bring expectations shaped by restaurants, travel, clubs, ordinary neighborhood life, or simply their own homes. We should listen to those expectations without assuming everyone wants a resort. A hospitality standard becomes concrete when a resident can find a quiet table, understand a menu, welcome a guest, ask for help without embarrassment, or choose a different pace for the morning. It includes food culture, but also acoustic comfort and a chair from which someone can stand. It includes responsive service, but also the routes, storage, and equipment that allow staff to provide it reliably. There is room for energy, wit, and a strong identity. There must also be room for someone who dislikes the music, tires easily, or wants to read alone. A community that offers only programmed sociability is making another version of the one-size-fits-all mistake. Choice includes the choice to withdraw without becoming isolated or forgotten. The hospitality promise must fit the staffing and budget. A coffee bar that is rarely open, an outdoor venue without shade, or a dining menu that the kitchen cannot execute will disappoint in predictable ways. I would rather design a smaller set of experiences that work every day than an impressive amenity list that operates mainly during tours. Fragmentation and false affordability Separating services can make a starting price more accessible. It can also make the full cost harder to understand. I would ask every proposed model to show a resident’s likely expenses under several circumstances: living independently, needing regular assistance, experiencing a temporary disruption, and requiring a different setting. The point is to expose assumptions, not predict an individual’s future. A fair comparison also accounts for unpaid coordination. When a family member must repeatedly arrange visits, resolve missed services, or transport a resident because the promised system is incomplete, someone is still doing the work. Removing that work from the operator’s budget does not remove its cost from the household. The middle of the market needs particular attention in the design process: people who cannot comfortably afford a premium offering yet do not have a simple, dependable route to subsidized support. I would test modest unit sizes, shared amenities, phased development, and partnerships against total household cost and service reliability. None should be advertised as an affordability solution until the numbers and responsibilities support the claim. Affordability also has a time dimension. A community with little capacity for maintenance or adaptation may be inexpensive at opening and costly later. Conversely, spending heavily on every imagined future use can make a project unaffordable immediately. The design task is to distinguish prudent optionality from expensive speculation. Families need support without taking over the person’s life Consider two hypothetical households. In the first, a retired couple wants to remain together, but one partner begins needing substantially more help. Their question involves two lives: how support will be provided, and how the other partner can remain a spouse rather than become the entire service system. A plan that counts only the person receiving assistance leaves half the household out of the analysis.

Continued

Source PDF · page 19 of 36

In the second, an adult child lives far away and wants reassurance that a parent is doing well. The parent values privacy and does not want every ordinary choice reported. More monitoring might reassure the child while making the parent feel supervised. A thoughtful arrangement would discuss consent, the information actually needed, and a proportionate response to concerns. Family peace of mind is important, but it should not automatically determine the resident’s boundaries. These scenarios are not case histories or predictions. They expose a tension every model should be prepared to discuss: whose convenience, whose risk, and whose wishes are being optimized? Families may bring love, fear, fatigue, financial constraints, and different understandings of duty to the same conversation. Treating disagreement simply as resistance misses the legitimate interests involved. The answer cannot depend on every older adult having an available spouse or adult child. Some people rely on friends, neighbors, chosen family, or paid support; others have very limited networks. A proposed community should explain which responsibilities it accepts and which require an outside person. If its model works only because an unnamed family member is always available, that assumption belongs in the open. I would want a successful arrangement to protect room for the relationship itself. A visit should have the possibility of being a visit, rather than always an inspection, repair trip, or scheduling meeting. That is a proposed human benefit worth testing alongside financial and operational measures. It asks whether services help people remain connected in the roles they value.

V. Experiment

Source PDF · page 20 of 36

V. Experiment: Testing New Frameworks Begin with an operating model that can be drawn Before drawing a repeatable building, I would define its operating basis in plain language. Who is expected to live there? What assistance can be provided? What are the limits? Who works on each shift? How are meals, medication support, laundry, housekeeping, deliveries, emergencies, and family communication handled? The answers should be specific enough to test against a plan. Then I would follow several ordinary journeys through the proposed building. A resident wakes early and wants breakfast. A caregiver needs clean supplies while another resident requests help. A delivery arrives during a social event. A family needs a private conversation. Equipment fails and a technician must reach it. These scenarios reveal conflicts that an area schedule alone will miss. The project team should record the decisions that emerge, including why one option was chosen and what conditions would justify revisiting it. That is a practical expression of Building Knowledge. Without a decision record, the next participant may repeat a rejected idea or remove a provision whose purpose is no longer obvious. A drawing shows the answer; the record preserves the question it answered. Design a durable shell with specific adaptation paths I propose planning buildings in layers with different expected rates of change. The structural frame, vertical circulation, major shafts, and primary service routes should support the uses the team considers plausible. Interior partitions, service points, room equipment, and finishes should be arranged so that selected changes are less disruptive. The layers should work together rather than leave future teams a collection of disconnected allowances. Universal risers, in this context, mean coordinated and accessible vertical service zones sized for a defined range of scenarios. They do not mean limitless capacity. Standardized wet-wall zones can make repeated plumbing arrangements more predictable. Modular mechanical, electrical, and plumbing strategies can make certain components easier to isolate, maintain, or replace. Each provision needs engineering, access, and a clear reason for its cost. Convertible units also require a precise definition. Joining two rooms may depend on structural and rated-wall conditions, plumbing, doors, and the location of required support spaces. Accommodating a different care level may require changes far beyond the resident room. The design team should identify a short list of feasible conversion scenarios and document the work, approvals, downtime, and resident disruption associated with each. The objective is not to promise that independent living, assisted living, memory care, and skilled nursing can be exchanged like furniture labels. It is to identify compatible changes and reduce avoidable barriers to them. Sometimes the responsible conclusion will be that a proposed conversion is impractical and that a different building or partner is the better answer. Glossary MEP: Mechanical, electrical, and plumbing systems. Their layout, capacity, and access can affect both maintenance and future changes.

Continued

Source PDF · page 21 of 36

FIGURE 5. Adaptation within a household framework Conceptual layer diagram. A project-specific conversion graphic requires a code-reviewed plan showing structure, shafts, wet walls and service access, plus work and approvals for each option. Prototype the repeated room and the repeated task The most repeated room deserves disproportionate attention. A small problem in one suite becomes a large problem when repeated throughout a community. I would use a full-scale mock-up to test the bathroom, bed location, storage, door operation, lighting, furniture, call devices, and staff assistance. The participants should include people who will use and care for the space, not only people who designed it. The mock-up should test actions. Can a person reach a control from the intended position? Where does a mobility device go when it is not in use? What happens when assistance requires more than one person? Can housekeeping clean the difficult corners? Where will a technician stand? A room can satisfy a drawn clearance and still deserve improvement in actual use. The same method applies to a pantry, medication work area, or clean-and-soiled workflow. Build or tape out the arrangement, run the task, record the friction, and revise before repetition makes revision expensive. These are practical design experiments. They do not establish clinical efficacy, but they can expose avoidable conflicts while the cost of learning is still relatively low. PROTOTYPE REQUIREMENT Test the resident suite and bathroom with residents, staff and mobility devices. Include activities of daily living (ADLs), assistance by more than one person, cleaning and equipment access before repeating the room. Test hospitality as service choreography For each major amenity, I would prepare a simple operating description alongside the design: intended users, hours, staffing, equipment, cleaning, storage, and connections to other services. A dining concept should begin with food production and service, not only seat count. An event space should have a plan for setup, sound, storage, and the people who prefer not to attend the event. Glossary Activities of daily living (ADLs): Basic personal tasks such as dressing, bathing, eating, and toileting. The assistance required should be assessed individually.

Continued

Source PDF · page 22 of 36

Distributed destinations can create a sense of neighborhood. A small library, creative studio, coffee point, or garden may give a walk a purpose. Their value depends on accessibility, comfort, and actual use. I would compare a few well-supported destinations with a larger assortment of underused rooms and ask residents which experiences matter most. Outdoor space needs the same rigor. Shade, drainage, walking surfaces, seating, visibility, and maintenance should be considered together with activities. A putting green or performance area may be enjoyable, but so may a quiet place to watch the weather. The plan should support both participation and observation without assigning everyone the same idea of a good afternoon. FIGURE 6. Hospitality and service routes Journey framework, not a measured plan overlay. Required: verified floor plan, delivery and meal schedules, resident assistance profile, staffing and observed task times. No efficiency saving is asserted. Use construction knowledge without importing assumptions One promising connection in the Taggart discussions is the transfer of construction ideas from multifamily work into senior living. Our correspondence considered panelized framing, factory-built elevator systems, and earlier engagement with authorities and suppliers. These were opportunities to evaluate, not established savings or selected systems. [12] This is the kind of transfer I want Building Knowledge to encourage. A method that worked on one project should prompt a question on the next. It should not become a standard until the team has checked differences in occupancy, structure, fire protection, acoustics, procurement, installation, and maintenance. Useful experience expands the options; unexamined experience can import the wrong answer efficiently. I would compare alternatives on total installed cost, schedule exposure, quality control, local service capacity, and future replacement. A component that is quicker to install may require an earlier decision or tighter coordination. A repeated assembly may reduce variation while limiting later change. The value lies in understanding the trade, rather than assuming that prefabrication is automatically cheaper or that conventional construction is automatically more flexible.

Continued

Source PDF · page 23 of 36

Taggart Atlantic: a developing test case The July 14, 2026 working building program for Taggart Atlantic describes a two-story concept with 128 resident suites organized into six neighborhoods, with shared hospitality, dining, wellness, and outdoor spaces. It identifies a provisional ground-floor memory-care neighborhood and makes clear that the jurisdiction, operating model, resident acuity, and final licensed capacity still require decisions. The document is a planning guide, not a final code analysis, estimate, or permit set. [11] PROGRAM UPDATE PENDING The case-study quantities below describe the July 14 program cited in [11], not the current approved program. Steven will reconcile the live Taggart program, dates, area schedule, team description and elevator/interface assumptions before external publication. That combination makes the project useful for this paper. The concept brings a recognizable neighborhood scale into a larger community and asks how hospitality can support daily life. It also exposes the work required to make those ideas credible: confirm the operating model, reconcile the program, establish service routes, and test the suite before repeating it throughout the building. FIGURE 12. Taggart Atlantic — Site organization and connected courtyards Preliminary design visualization, September 9, 2026. The aerial concept illustrates the relationship of the two courtyards, building wings, arrival and road connection; it is not a measured site or life-safety plan. Source image The program compares approximately 82,237 square feet in the scheduled enclosed envelope with an 86,849- square-foot working program. The arithmetic difference is about 4,600 square feet. These remain working areas that require reconciliation with the live design. [11] The significance is not the precise gap; it is the need to decide what belongs in the building before a concept becomes an unexamined commitment. Glossary Memory care (MC): Services and environments intended to support people with cognitive impairment; the term alone does not establish a uniform license or care scope.

Continued

Source PDF · page 24 of 36

I would resist resolving that gap by removing the least photogenic rooms first. Kitchen support, staff areas, storage, mechanical access, and clean-and-soiled functions are easy to underestimate because they do not dominate the rendering. If those spaces are inadequate, their work will migrate into corridors, resident areas, and staff improvisation. Program reconciliation is an opportunity to protect the operating model, not simply shrink the plan. The project’s hospitality direction draws inspiration from contemporary cruise and club environments while seeking an original identity. [11] My design test is whether the energy can coexist with calm, legibility, privacy, and dependable assistance. A confident visual character can welcome adults without making a community difficult to navigate or maintain. The building should remain understandable to someone who has never read its design narrative. FIGURE 13. Taggart Atlantic — Garden setting for everyday activity Preliminary design visualization, September 9, 2026. The garden concept illustrates walking, resting and shared outdoor activity alongside the paper’s test of calm, legibility and dependable assistance. Source image Crawford McDonald’s July project updates also explored connections to cottages, day services, medical offices, and other care settings, with shared amenities serving a broader community. [12] These are proposals, not completed developments. They are valuable because they allow us to test whether the central building can support different adjacent uses over time without requiring every component to be constructed at once. For example, an amenity intended to serve future cottage residents needs an appropriate route, access arrangement, service capacity, and operating agreement. Reserving land is only one part of the problem. The first phase should neither block a reasonable expansion nor carry the full cost of a speculative one. That balance should be visible in the site plan and in the financial scenarios. I would evaluate Taggart through a sequence of decisions: confirm the resident and service model; test the program against the actual building; review the regulatory pathway; prototype the suite; model everyday workflows; compare construction strategies; and define how performance will be evaluated after occupancy. The sequence can

Continued

Source PDF · page 25 of 36

overlap, but none of those questions should disappear simply because another part of the project is ready to move ahead. Taggart does not yet prove this paper’s hypothesis. It provides a setting in which the hypothesis can be made specific enough to test. That is a more useful contribution than presenting early enthusiasm as a finished case study. The most important lesson may ultimately come from a decision we change after listening to the people who must operate or inhabit the building. FIGURE 7. Taggart as an evolving design experiment Proposed decision sequence. Required: reconciled program and area schedule, dated alternatives, decision owners and records. Add construction and operating outcomes only when observed. Testing the market hypothesis at Taggart Atlantic Section II proposes that a warm contemporary setting may support familiarity, aspiration and continuity of adult identity for a defined market. Taggart should test that proposition rather than treat a rendering or generational label as an answer. Compare the original traditional option, the contemporary proposal and a restrained warm contemporary alternative. [16]

Continued

Source PDF · page 26 of 36

FIGURE 9. A fair architectural preference test Proposed comparison for Section II’s market hypothesis. Keep alternatives equivalent, randomize presentation order and record the study’s sample and limitations. Preference is not evidence of willingness to pay. Recruit qualified local prospective residents and record how they were selected. Ask which option feels like home, which they would tour, what feels welcoming or institutional, and what they would change. Explore actual housing and travel preferences. Record residents’ and adult children’s responses separately and distinguish service needs. Randomize the order of presentation and preserve critical comments as well as favorable ones. Review construction, maintenance and operating implications alongside the responses. Decide in advance which concerns would trigger revision, who makes that decision and how the reasons will be recorded. A small qualitative comparison can identify concerns and sharpen the design; it cannot establish market demand, clinical benefit, faster absorption or a rent premium.

VI. Proposed Results

Source PDF · page 27 of 36

VI. Proposed Results: A Vision for the Adaptive Senior Community The proposed result is continuity with room to change Because these experiments have not been completed, the results here are a proposed framework and an evaluation agenda. I envision a community in which the home provides identity, neighborhoods provide familiarity, shared spaces support participation, and a coordinated network provides appropriate services. The organizations involved may change. The resident should still know where to turn. The physical arrangement might be a single campus, several adjacent properties, or a building connected to a wider neighborhood. The essential feature is a deliberate relationship between housing, daily life, and support. A campus boundary does not automatically create that relationship, and separate ownership does not automatically prevent it. The connection must be visible in both the plan and the operating agreements. Care coordination needs an identified home in the system. Depending on the model, that could be an operator’s role or a defined responsibility shared through agreements. Someone must own follow-through when a concern crosses organizational boundaries. Residents and families should not have to infer responsibility from a logo, a referral list, or the fact that two providers use the same parking lot. A community should show how it performs I would evaluate the proposed model across four dimensions: resident experience, operations, adaptability, and affordability. Resident experience includes privacy, choice, participation, confidence in obtaining help, and continuity through change. Operations includes the ability to complete necessary work reliably, with reasonable routes, functioning equipment, and clear responsibilities. Adaptability should be assessed through specific scenarios. What would it take to change a neighborhood’s use, replace equipment, or introduce a service? Record the construction work, approvals, cost, downtime, and disruption. Affordability should include the household’s total expected costs, the operator’s sustainable budget, and the resources needed to maintain and renew the place. Clinical outcomes should be evaluated with qualified partners using appropriate definitions and comparisons. Differences in resident needs, staffing, admissions, and local services can affect results. A favorable early number should not be attributed to architecture alone, just as an operational failure should not automatically be blamed on a room arrangement. The purpose of measurement is to learn which parts of the system are working together. The evaluation should be designed before opening and repeated after the initial excitement settles. Include staff and residents who find the system difficult, not only the people most enthusiastic about it. An unused space, repeated workaround, or frequently misunderstood agreement is useful evidence. It tells the next design team where the model needs adjustment. EVALUATION REQUIREMENTS Record resident experience, operational reliability, adaptation work and total household cost before and after change. Establish baselines and comparison groups before attributing an outcome to architecture. Guardrails belong in the model itself Flexibility should never depend on concealing a service limit. Residents need understandable descriptions of what is included, what costs more, which organization is responsible, and what happens when the current arrangement is

Continued

Source PDF · page 28 of 36

no longer suitable. A hospitality vocabulary can enrich an identity, but it should not blur a care obligation or make a transition policy harder to understand. The model should also preserve meaningful choice. A nominal selection among providers is of little use if only one is practically available, or if changing providers leaves the resident without coordination. The team should examine the local service market, conflicts of interest, and the process for raising concerns. These are responsibilities to resolve, rather than benefits to assume from organizational separation. Developers and investors also face a question of time. The holding period of an investment may be shorter than a resident’s reliance on the community or the useful life of the building. I would ask how maintenance reserves, service commitments, and access to shared amenities survive a sale or operator change. The ability to transfer an asset should not quietly transfer an unresolved burden to residents. Those protections need to be examined in the actual agreements. There is a further limit to the language of active aging. We can encourage participation without making activity a test of personal worth. A person experiencing frailty, grief, or fatigue should remain fully part of the community. The same place that welcomes exercise, learning, and celebration should make room for quiet, mourning, and assistance. Hospitality becomes more meaningful when it continues through those less marketable parts of life. Finally, flexibility should include the right to remain a person rather than a category. A resident can need assistance and still value independence, privacy, friendship, and an opinion about dinner. A community succeeds when its systems support those ordinary preferences through changing circumstances. The architecture should make that easier to accomplish every day.

VII. Conclusion

Source PDF · page 29 of 36

VII. Conclusion: The Call to Adapt Senior living does not need a single replacement model. It needs a better discipline for connecting demand, design, operations, and the experience of growing older. The demographic pressure is real, but responding only with a unit count risks repeating the limitations of buildings that are already difficult to adapt. We have valuable foundations. Life Plan Communities established an important aspiration for continuity. Green House and household approaches challenged institutional scale and organization. Hospitality offers a language of choice and attentive service. Construction knowledge can improve how we deliver and maintain the physical setting. The next step is to bring those strengths together without pretending their tensions have disappeared. For owners and operators, I would begin with the promises being made and test whether the building, staffing, and agreements can keep them. For designers and builders, I would identify a realistic range of future changes and remove avoidable barriers while the decisions remain affordable. For residents and families, I would ask whether the community can explain an ordinary day and a difficult transition with equal clarity. For my own practice, the obligation is to keep learning across those perspectives. Building Knowledge should produce more than a collection of documents. It should improve the next question, expose a weak assumption sooner, and help a client make a decision with a clearer understanding of its consequences. Taggart Atlantic gives us an opportunity to practice that discipline in real time. The future of senior living should be judged by how well it supports people whose lives continue to change. We can design places with recognizable homes, dependable support, and enough capacity to evolve. We can also be honest about costs, tradeoffs, and limits. That is an ambitious agenda, but it is an architectural and operating task we can begin now.

Epilogue

Source PDF · page 30 of 36

Epilogue: A Note of Optimism I remain optimistic because we are not starting without knowledge. We have residents who can tell us what works, staff who understand where time is lost, operators who know which promises are difficult to keep, and designers and builders who can translate those lessons into better places. The challenge is to bring that knowledge into the room before the important decisions have already been made. There will still be arguments about square footage, kitchens, courtyards, and what exactly belongs in a resident suite. I would be concerned if there were not. The useful argument ends with a clearer decision and a record of why it was made. It does not end merely because the meeting ran out of time. We cannot anticipate every future resident or every future change. We can leave better options for the people who come after us. A building that supports familiar daily life while making room for change is a worthwhile contribution. It is also a practical way to give Building Knowledge a place to live.

Glossary

Source PDF · page 31 of 36

Glossary Active adult housing: Housing oriented toward independent adults and social participation; actual age restrictions, amenities, and service commitments depend on the property. Activities of daily living (ADLs): Basic personal tasks such as dressing, bathing, eating, and toileting. The assistance required should be assessed individually. Assisted living (AL): A broad term for residential settings offering personal assistance. Specific services, admission limits, and licensing categories vary by jurisdiction. Authority having jurisdiction (AHJ): The agency or official responsible for interpreting or enforcing a particular requirement for a project. Certificate of need (CON): A state approval process that may apply to specified healthcare facilities or services. Applicability must be checked for the actual project. Continuing care retirement community (CCRC) / Life Plan Community: A community offering multiple housing and care settings; services, financial arrangements, and contractual commitments vary. Decoupled but connected: This paper’s proposed approach to separating selected housing, hospitality, and care functions while maintaining continuity and clear responsibility. Green House / household model: Green House refers to a specific small-home care model. Household describes a broader approach to domestic scale and resident-centered daily life. Independent living (IL): Housing for people managing their daily lives independently, sometimes with bundled amenities and services; the agreement determines the actual offering. Memory care (MC): Services and environments intended to support people with cognitive impairment; the term alone does not establish a uniform license or care scope. MEP: Mechanical, electrical, and plumbing systems. Their layout, capacity, and access can affect both maintenance and future changes. MUAHS: North Carolina’s Multi-unit Assisted Housing with Services registration category; see the regulatory discussion and source [9]. Skilled nursing facility (SNF): A nursing facility providing skilled services; payer eligibility, certification, and the scope of other services require separate consideration.

Sources and Working Evidence

Source PDF · page 32 of 36

Sources and Working Evidence The September 6 draft’s dated evidence remains the research baseline. The October 2 revision rechecks the sources used for new graphics and adds the design-preference and wellness references [14–15] and internal addendum [16]. Bracketed references support adjacent factual passages. A source date or access date does not turn historical observations into current market data. [1] U.S. Census Bureau. “2020 Census Will Help Policymakers Prepare for the Incoming Wave of Aging Boomers.” December 10, 2019. Cohort definition; ages in the text calculated from birth years. Read source [2] Caroline Clapp, NIC. “Senior Housing Occupancy Climbs in Second Quarter 2026.” July 20, 2026. Defined coverage: 31 NIC MAP Primary Markets. Read source [3] Lisa McCracken, NIC. “How Much Future Senior Housing Inventory Is Needed to Meet Demographic Demand?” January 4, 2024. Historical projection; internal 2025 inconsistency noted in the text. Read source [4] Medicare Payment Advisory Commission. March 2026 Report to the Congress: Medicare Payment Policy, Chapter 7, “Skilled Nursing Facility Services.” Tables 7-4 and 7-8; 2024 observations. Read source [5] LeadingAge and Ziegler. Release of the 2025 LZ 200 report, September 10, 2025. Organizational data as of December 31, 2024; ranked providers, not the entire market. Read source [6] Caroline Clapp, NIC. “Active Adult 4Q25 Key Takeaways.” January 28, 2026. Describes NIC MAP’s tracked rental inventory. Read source [7] U.S. Bureau of Labor Statistics, via Federal Reserve Bank of St. Louis ALFRED. Employment Cost Index: Total compensation for private industry workers in nursing and residential care facilities, series CIS2016230000000I. July 31, 2026 release. Year-over- year change calculated as 175.523 / 170.471 − 1. Read source [8] PHI. “Immigration and the Direct Care Workforce.” March 2025. Workforce composition figures use 2022 data; the brief also contains advocacy, distinguished here from measured outcomes. Read source [9] North Carolina Division of Health Service Regulation, Adult Care Licensure Section. “Legal Requirements for Registration and Disclosure for Multi-unit Assisted Housing with Services.” Official guidance accessed September 6, 2026. Read source [10] “Inside the Green House ‘Black Box’: Opportunities for High-Quality Clinical Decision Making.” Health Services Research, 2016. Qualitative study of implementation across six homes; not proof of universal outcomes. Read source [11] Team LINEA. Taggart Atlantic Building Program, Master Edition, revision July 14, 2026. Internal working source. Areas, configuration, and operating assumptions remain provisional; no completed performance results are claimed. Read source [12] Internal Taggart Atlantic correspondence reviewed in this work session: Jeff Ritchey, May 14, 2026, including Steven Johnson’s May 12 message on construction alternatives; Crawford McDonald’s July 17, 2026 “Week 10” update on potential adjacent uses and amenities. These are proposals and firsthand project context, not independent market evidence. Private financial, ownership, and negotiation details have been excluded. [13] AARP . Aging in Place Data, Insight, and Resources to Inform Reporting. December 2024, pages 1–2; summarizes the 2024 Home and Community Preferences Survey. Preference data are distinguished from outcomes and feasibility. Read source Author-provided foundation: Senior_Living_White_Paper_Work_Session_Handoff_REBUILT.docx; Senior_Living_White_Paper_Chat_Transcript.docx; Business model change combinations.docx; Baby boomers will be 80 in 2025.docx. All four were read in full. The transcript is a retrospective summary. This draft reconstructs and develops the argument; it is not a verbatim restoration of the missing earlier paper. [14] Rose Quint, NAHB. No National Consensus on Exterior Design Preference. April 4, 2024. General home-buyer survey; not local senior-living evidence. Rechecked October 2, 2026. Read source

Continued

Source PDF · page 33 of 36

[15] Mather Institute. Age Well Study, including updated Year 5 findings. Life Plan Community wellness research; not a style- preference experiment. Rechecked October 2, 2026. Read source [16] Team LINEA. Taggart Atlantic Design Discussion and White Paper Addendum. September 9, 2026. Internal design hypothesis and proposed testing framework integrated here into Sections II and V. Read source

Editorial Status

Source PDF · page 34 of 36

Editorial Status and Author Review The October 2 revision integrates the proposed addendum in Section II, adds the Section V comparison protocol, places glossary and evidence notes near their use, and converts the figure plan into illustrated content with explicit requirements. The September 6 narrative and its dated research baseline are retained except for these identified additions and editorial qualifications. IMPLEMENTED — Demographic timing: Corrected the oldest Boomers’ 80th birthday to 2026. The youngest turn 65 in 2029; “by 2030” remains broadly consistent. [1] IMPLEMENTED — Demand figures: Omitted the notes’ daily unit counts and 3.5/7.3/4.4 percent population figures. They were not reconciled to the cited scenario. Retained the investment estimate only as a dated projection, not a current construction target. [3] IMPLEMENTED — Skilled nursing: Replaced universal loss language with distinct aggregate margin measures. Omitted the older 62 percent Medicaid / 10 percent traditional Medicare payer mix and the broad “slow pay” claim pending a current, consistently defined dataset. [4] IMPLEMENTED — Regulation: Corrected the MUAHS acronym and removed “no government oversight” language. No state- specific combination-floor, construction-type, or CON-repeal conclusion is asserted. A jurisdiction-specific review remains necessary for any project application. [9] IMPLEMENTED — Labor and construction: Kept post-COVID cost pressure as an author observation and planning concern. Added dated labor evidence. No causal estimate of immigration-policy effects or verified Taggart construction savings is claimed. A publication chart should separate labor, construction, and operating-cost series. IMPLEMENTED — Household evidence: Retained the positive design direction while distinguishing a named model from generic household planning. Broader claims about quality of life, staffing, infection control, or financial performance should receive additional study-specific citations if expanded. OPEN — Taggart program: Steven to reconcile the current program, areas, dates, project team and preferred factual description. The case-study quantities remain explicitly tied to the July program. The elevator/interface issue and current design alternatives require confirmation. No final approval, built result, measured efficiency gain or achieved cost premium is implied. OPEN — Author voice: Steven to review first-person judgments and experience descriptions. Add only author-confirmed examples that do not disclose client-sensitive information. Existing judgments remain for that review. RESEARCH STILL REQUIRED Figures 1, 2, 5, 6, 7 and 8 identify inputs for fuller population projections, quantified market scenarios, code-reviewed adaptation, measured route overlays, current Taggart alternatives and separate construction/operating-cost comparisons. The included graphics do not substitute for those studies.

Figure Register

Source PDF · page 35 of 36

Figure Register and Remaining Requirements Figure 1 — The aging population and the planning horizon Cohort milestones calculated from Census birth years [1]. A full age-group projection chart still requires one consistent Census vintage and annual 65+, 75+, 80+ and 85+ counts. Figure 2 — Demand scenarios versus deliverable supply Scenario method, not a quantified local forecast. Required: licensed inventory, baseline year, population vintage, participation assumptions, completions, removals and pipeline timing. Historical national context: [3]. Figure 3 — Care economics without mixing denominators MedPAC March 2026, Chapter 7: freestanding SNFs, 2024; Table 7-4 and all-payer discussion [4]. The measures describe different revenue and cost bases, not two parts of one total. Figure 4 — A connected community with distinct providers Proposed model. Confirm named organizations, transport responsibility, service agreements, escalation and who closes each handoff. This is not a Taggart operating agreement. Figure 5 — Adaptation within a household framework Conceptual layer diagram. A project-specific conversion graphic requires a code-reviewed plan showing structure, shafts, wet walls and service access, plus work and approvals for each option. Figure 6 — Hospitality and service routes Journey framework, not a measured plan overlay. Required: verified floor plan, delivery and meal schedules, resident assistance profile, staffing and observed task times. No efficiency saving is asserted. Figure 7 — Taggart as an evolving design experiment Proposed decision sequence. Required: reconciled program and area schedule, dated alternatives, decision owners and records. Add construction and operating outcomes only when observed. Figure 8 — Cost levels and the rate of change BLS via ALFRED, series CIS2016230000000I, July 31, 2026 release [7]. Seasonally adjusted nursing/residential-care compensation index; not construction cost or a whole-facility budget. Construction and operating comparisons require separate, consistently scoped series. Figure 9 — A fair architectural preference test Proposed comparison for Section II’s market hypothesis. Keep alternatives equivalent, randomize presentation order and record the study’s sample and limitations. Preference is not evidence of willingness to pay. Figure 10 — Taggart Atlantic: Contemporary arrival and architectural identity September 9, 2026 preliminary-design image, current bridge and site revisions set. The arrival concept illustrates the warm contemporary expression discussed here; appearance remains a market hypothesis to test. Source link appears with the figure.

Continued

Source PDF · page 36 of 36

Figure 11 — Taggart Atlantic: Courtyard concert and choices for participation September 9, 2026 preliminary-design image, current bridge and site revisions set. The roofless stage, shaded seating and covered bridge illustrate choices to participate, listen or watch from a balcony. Source link appears with the figure. Figure 12 — Taggart Atlantic: Site organization and connected courtyards September 9, 2026 preliminary-design image, current bridge and site revisions set. The aerial concept illustrates the relationship of the two courtyards, building wings, arrival and road connection; it is not a measured site or life-safety plan. Source link appears with the figure. Figure 13 — Taggart Atlantic: Garden setting for everyday activity September 9, 2026 preliminary-design image, current bridge and site revisions set. The garden concept illustrates walking, resting and shared outdoor activity alongside the paper’s test of calm, legibility and dependable assistance. Source link appears with the figure.