Growth driven by an ageing population
The rapidly growing proportion of the population aged 80 and over, which is expected to grow by more than 24% over the next five years, is a key growth factor for the healthcare real estate sector. The company is targeting strategically important assets such as healthcare facilities, research facilities and medical centers to benefit from these demographic changes. For example, its portfolio of facilities focused on senior care and health services saw operating income growth of more than 15% in the third quarter of 2024, reflecting the growing demand in the healthcare industry.
One of the most interesting aspects is the company's ability to respond flexibly to market developments through a combination of strategic acquisitions and the use of data technology to optimize its portfolio. For example, the acquisition of major companies worth billions of dollars over the past decade has strengthened its position in key market segments. With liquidity in excess of $4 billion, the firm is…