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Zitat:Healthcare REITs: 'Retirement Crisis' Fears Overblown
Summary
The early tremors of the long-awaited demographic-driven demand boom are finally beginning to appear for the sputtering healthcare REIT sector. The 2020s look promising after a disappointing decade.
The 'Aging Boomer' investment thesis has been no secret to developers. The healthcare real estate industry - especially senior housing REITs – continues to deal with significant oversupply issues.
Senior housing REITs suffered a setback with disappointing 3Q19 earnings, but 2019 still appears to have been the bottom of a half-decade-long stretch of deteriorating rent growth and occupancy levels.
Skilled Nursing and Hospital REITs remain troubled by operator struggles and policy uncertainty, issues unlikely to abate in 2020. The demographic tailwinds won't come until the 2030s for these sub-sectors.
Fears of a "retirement crisis" are overblown due in large part to rising home values over the past decade. Americans - mostly Boomers - have built up $10 trillion in additional home equity over the last decade.
Hoya Capital Real Estate Hoya Capital Real Estate@seekingalpha
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