Tag: healthcare

In modern healthcare property, ownership is only the starting point. Performance now hinges on active management, tenant ecosystems and execution discipline.

Healthcare, according to Perennial’s Victor Windeyer, is in the eye of the perfect storm— but in the best possible sense. Speaking at The Inside Network’s recent Equities & Growth Symposium, Windeyer laid out a compelling argument for the sector’s enduring strength.

Healthcare and life sciences is emerging as an economically resilient alternative asset class, given that the industry has huge tailwinds in the form of the demographic force of an ageing population around the world. Plus, there is the growing demand from lifestyle diseases – illnesses that arise from day-to-day life habits of an individual – and the expansion on the back of digital health and AI.

Often you will speak to a fund manager that will talk about its specialist approach, the market niche that it understands well and can leverage, and how the expertise of its team is a differentiator. It’s rarer, however, to see that manager make an investment that exemplifies all of the talk.

Idiosyncratic regulations around healthcare product marketing in Australia has led to an under-represented market, which in turn presents an opportunity for savvy investors according to Perennial Partners.

One sector consistently outperformed for half a decade, while the other took a much more volatile ride to supremacy, riding some almighty tailwinds along the way.