Europe

For investors, rising demand for care, limited new supply and a service that cannot easily move online equals inelastic demand and strong returns.

As the Netherlands’ population ages, demand for senior housing is redefining the country’s investment landscape while offering impact-driven opportunity for capital investors, says Maya Savelkoul, fund manager, impact investments, at Bouwinvest.

Healthcare REITs have posted strong performance in recent quarters, but a selective approach remains essential.

Favorable demographics, strong government support and capital constraints are creating a compelling proposition for global investors, say Northern Horizon’s Christoffer Abramson and Andrew Smith.

Driven by aging populations and the shift toward outpatient, specialty and community-based care, the sector is expanding rapidly.

The gulf between data center proponents and dissenters is only growing wider as Nvidia’s star continues to rise.

The £11bn endowment fund sets out integrated plans for housing and related renewable energy generation to support government ambitions.

Key factors are now in place to support a long-predicted real estate recovery, according to LaSalle’s Brian Klinksiek and Dominic Silman.

However, the founder of the New York-based manager warns the thawing of the capital markets will concentrate at the bigger end of the market.

AI is touching every aspect of the alternative assets industry – from internal applications to portco value creation and investment opportunities. But there are risks ahead, with overhype and regulatory uncertainty partly clouding the path forward.