“We like to call it a silver tsunami of people coming through who are going to need this type of accommodation, be it assisted or unassisted living. The demand story is really interesting, but the supply story is equally compelling because this is a sector that got beaten up during COVID … You have a perfect storm of a great demographic tailwind and very limited supply.”
In part 2 of this Livewire Expert Insights video, Chris Bedingfield discusses the opportunities from the silver tsunami and the other global trends Quay is monitoring, his highest conviction idea, and some of the risks he is seeing in global real estate.