We're planning to share this Healthcare report with you in a series of smaller snapshots over the coming weeks.
This section, Macroeconomic View, was written by Dr Walter Boettcher, our Head of Research & Economics, and includes commentary on demographics, sector strength, risk/return profiles, downside risks and more.
The healthcare market in its various forms continues to be attractive to investors of all types, whether debt, equity, or a combination of both looking to secure high quality assets from a limited pool of opportunities. There is the well-known demand driver of the ageing population but also the attractive long RPI leases for real estate investors and growth opportunities with established and emerging operator platforms. The continued drive to improve the available care stock also means opportunities in new developments.