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As Healthcare REITs Shift To Senior Housing, New Entrants Move Into Medical Office Space
Bisnow reports that some major healthcare REITs are increasing senior-housing exposure as private institutional investors pursue medical office assets. At its Southern California healthcare real estate conference, speakers from Stockdale Capital Partners and Clarion Partners described a shift in buyers, with private capital replacing part of the REIT demand for medical properties.
The article cites Brookfield Asset Management's purchase of a 49% interest in a US$2.1 billion medical office portfolio as an example of institutional activity. Clarion's Tim Olivos argues that financing conditions are constraining new construction, potentially supporting existing buildings and rents. That assessment is a market participant's view of the opportunity.
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This Sequoia Research summary was prepared with AI assistance from the credited source. It is not independent verification of the source’s claims. The original publisher retains authorship of its reporting; follow the source link for the complete article.
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