莱坊+2023全球医疗保健报告-英_市场营销策划_重点报告202301202_doc.docx

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1、GlobalHealthcareRepOrtIStIberkadia2023Ageingdemographicsandtheneedforlongtermcarepresentthemselvesaskeyfactorsintheinterestforhealthcareglobally.Introduction4AsiaPacific25Overview26Singapore28Howartificialintelligenceis7Australia29transforminghealthcareIndia30Europe9MiddleEast31Overview10Overview32B

2、ruceWalkerQ&A11KeydeManddrivers34UK12France13BelgiuM14Africa35GerMany15Overview36Ireland16MedicaltOuriSMinAfrica38Spain17Netherlands18Keytakeaways40Summary41NorthAmerica19Howwecanhelpyou?42Overview20Ourpeople44Debt&Financing21Ourglobalnetwork46MarketTrends21SalesTrends22Hospitals&MedicalOfficeBuildi

3、ngS23IntroductionGlobalflowsintocarerelatedrealestateinthe12monthstoJune23amountedtocirca$38bn.Thecaresectorencompassesalloperationalcare-relatedassetsspanningelderlycare,adultcare,primarycare(GPsanddentalsurgeries)andchildcare/specialeducationalneeds,essentiallyanyperson-centredoperationalbusiness.

4、Thesesubsectorscanthenbefurthersplitbasedonacuitytoincludemorespecialistsettingssuchasdementiacarehomes.Thegraphicbelowpresentsavisualrepresentationofthemarket,sbroadness,includinganyrelevantoverlapsrespectivetoacuitylevels.INVESTMENTCASEBroadinitscoverage,thecaseforinvestmentremainsconsistentnotonl

5、yacrossthevarioussub-sectorsbutalsoacrossgeographicborders.Firstly,theemergenceofaglobalpandemichighlightednotonlytheAsprivateequity,REITSandinstitutionalinvestorscontinuetochasetheStrong,longincOMegenerated,thereisgrowinginterestinhealthcare,ScapabilitiestoaidESGinvestingStrategies.”ELDERLYCAREADUL

6、TCAREHEALTHCARESERVICESJCHILDCARENursingcarehomeAdultcarehomesAcutecare(hospitals)Specialisteducation(SENschools)DEMENTIACAREMENTALHEALTHFaqutiesEARLYONSETDEMENTIACAREABIREHABUKPRIVATEHOSPITALS1.ONDON&INTERNATIONALMARKETCHILDRENSRESIDENCESPrimary care (GP clinics)PharmaciesDentistsChiIdrenvS nurseri

7、esPersonalcarehomeSeniorlivingandassistedlivingSupportedlivingaccommodationrobustnessofhealthcareasanassetclassbutalsoitsgenuinesignificanceasasector.Asprivateequity,REITSandinstitutionalinvestorscontinuetochasethestrong,longincomegenerated,thereisgrowinginterestinhealthcare,scapabilitiestoaidESGinv

8、estingstrategies.Globally,acrosstheboard,thefundamentalsthatcreatethecaseforinvestmentflowsintohealthcareareevident.ThegraphicThecaseforhealthcareasaninvestmentDemographicshiftAnageingpopulationmeansincreasingdemandforresidentialcare,primarycareandacutehospitalservices.SecureincomeOperatorrevenueisr

9、einforcedbyahealthymixofself-fundedcareandpublicly-fundedcare.Incomeissupportedbyhighoccupancyandpatientdemandacrossthehealthcarearena.belowhighlightssevenfactorsthatcontinuetocontributetowardsthecaseforhealthcare.Fig.1highlightssomeofthemanyformsthatcapitalisbeingallocatedtohealthcarerealestateglob

10、ally.Whilsttherearedifferencesindeploymentstyle,withsomeinvestorsoptingforanindirectandthereforemorepassivestrategy,itisclear,thatthereisaglobalappetiteforthesector.InvestmentperformanceReturnsarehistoricallystable,offeringinvestorsprotectionanddiversification.夕DemandforsafehavensHealthcareslongterm

11、andoftengovernment-supportedincomeoffersfurtherdefence.StructuralchangeinrealestateRealestateinvestorsalreadyderiskingfromtraditionalsectorssuchasretailintoalternativeslikehealthcare.Fig1:GlobalperspectiveAustraliaaveragedealsize$1-3mWhatthislookslikeApharmacyoroptometrypractice,orasmallmedicalcentr

12、eUKaveragedealsize$2.5-17mWhatthislookslike40-100bedsSpainaveragedealsize$2-2OmWhatthislookslike100bedsforelderlycaresettingsorclinicsinmulti-ownerassetsi Singapore1.ong-termincomeWeightedaverageunepirdleaseterms(WAULT)average2530yearsintheresidentialcareandhospitalsectors.1.easesaremmolyindexed-lin

13、kedtoinflation.SocialimpactTheinfluenceofimpactorESGinvestinginrealestateisgrowingatafasterpacethanever.Arangeofinvestorsarenowfocusingonsocialinfrastructureinvestments,andhealthcareispartofthis.UsuallyinvestedindirectlySource:KnightFrankResearchSECTORUPDATEGloballycapitaldeployedintocarerelatedreal

14、estateequatedtocirca.$38bnforthefourrollingquarterstoJune23asperFig.2,whichaccountedforapproximately4.3%ofallglobalrealestateflows.NorthAmericancapitalwasthebiggestcontribute1,tothesector,accountingforalmost68%offundsdeployedlastyearwhilstFranceandBelgiumreceivedthemostcross-borderinflows.Privatecapitalwasoverallthemostactiveamongstthevariousbuyertypes.However,onanetbuyerbasiscross-border,institutionalandREITSemergedasnetbuyers.KeycontributxrstothemarketincludethelikesofHealthcareRealtyTrust,