Welltower Inc WELL

The Senior Housing Supply and Demand Imbalance Should Drive Welltower's Growth for the Next Decade

The top healthcare real estate stands to disproportionately benefit from the Affordable Care Act. There is an increased focus on higher-quality care in lower-cost settings. The best owners and operators in the industry, which 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 entering its senior years, and the 80-and-older population, which spends more than 4 times on healthcare per person than the national average, should almost double over the next 10 years. Long term, the best healthcare companies are well positioned to take advantage of these industry tailwinds.