There is real momentum behind the senior living and healthcare sectors in Europe, as demographic factors point to increasing demand and low supply. Institutional investors from all over the world are shifting to what used to be an alternative asset class but has become mainstream.
Real Capital Analytics estimate that the global volume of money invested in seniors housing reached $13bn in 2018, with the UK and Europe remaining comparatively undeveloped given the forecast growth in the proportion of the population that will be over 65 years of age in the next decade. Savills Healthcare Investment Market Update shows that investment in that sector was up 3.6% in 2018, reaching its highest ever level. The majority of this investment was targeted at the elderly/long-term care sector, with the investment volume exceeding £1bn last year.
Part of the attraction for healthcare in particular are long stable leases and long-term cash flows. Another positive is that healthcare is not linked to the economic cycle. What are the prospects for these sectors? There are marked differences between Northern and Southern Europe. Which countries offer the best opportunities? Is it possible to have a Pan-European strategy in this sector? Institutional investors are looking for large ticket sizes and portfolio deals: where are they likely to find them? The operational side is a key challenge: how important is it for investors to strike an alliance with the right operator? What are the pitfalls to avoid?
These and other themes will be discussed by leading market experts. Come to this time-efficient briefing, network and stress-test your with industry peers, hear the latest research, stress-test your ideas and get to ask your own questions.
Attendance is free but registration is essential - please book now to guarantee your place