In an ideal investment, you’ll have several overlapping investment themes come together. And that’s what I see today in Senior Housing Properties Trust, one of the biggest players in the senior housing segment with 372 properties spread across 38 states and Washington DC.

June E-mini S&Ps (ESM14 +0.08%) this morning are down -0.04% as prices consolidate gains following Wednesday's rally to a record high.

Housing units for the elderly and retired should be a growth industry. Senior Housing Properties (SNH) was up 17 times for a gain of 8.50% in the last month.