Posted 3/27/2024, 7:05:00 PM
Aging U.S. Population Driving Healthcare and Senior Housing Demand, Benefiting UnitedHealth and Real Estate
- The U.S. population is aging rapidly, with the 65+ demographic expected to hit 24% by 2060 according to Morgan Stanley
- Spending habits of seniors are shifting, with more money going toward healthcare and housing
- UnitedHealth Group is positioned to benefit from the rise in at-home care and demand for health services
- Welltower and American Healthcare REIT are favored picks to capitalize on limited senior housing supply and rising occupancy
- Morgan Stanley forecasts strong growth for both REITs based on favorable demographic and industry trends
