Healthcare REITs: Vaccine Revival

• Left for dead early in the pandemic, the prognosis for Healthcare REITs has improved dramatically over the several quarters as coronavirus cases have been all-but-eradicated in U.S. senior housing facilities.

• Senior Housing REITs - the hardest-hit sub-sector - have led the recovery as occupancy rates appear to have bottomed in early 2021, benefiting from the red-hot and undersupplied housing market.

• Cut-and-Run or Ante-Up? While HealthPeak has completed its exit from the senior housing sector to focus on medical office and lab space, Welltower and Ventas are doubling-down with major acquisitions.

• The pandemic dramatically altered patterns of outpatient healthcare delivery, and advancements in telemedicine and remote work trends have clouded the demand outlook for medical office REITs.

• Driven by the aging Baby Boomers - and trillions of dollars in savings and built-up home equity - fundamentals remain particularly compelling over the coming decade for senior housing REITs.

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Additional Disclosure: It is not possible to invest directly in an index. Index performance cited in this commentary does not reflect the performance of any fund or other account managed or serviced by Hoya Capital Real Estate. Data quoted represents past performance, which is no guarantee of future results. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy.