Ventas Should Benefit From the Recovery of the Senior Housing Sector

The top healthcare real estate stands to disproportionately benefit from the Affordable Care Act. With an increased focus on higher-quality care being performed in lower-cost settings, the best owners and operators in the industry that can provide better outcomes while driving greater efficiencies should see demand funneled to them from the best healthcare systems. Additionally, the baby boomer generation is starting to enter its senior years and the 80-plus age population, an age range that spends more than 4 times on healthcare per capita than the national average, should almost double in size over the next 10 years. Long-term, the best healthcare companies are well-positioned to take advantage of these industry tailwinds.