From Miami to Las Vegas, billions are pouring into stadium-anchored districts, but only a handful have so far proved they can truly work as real estate.
Healthcare real estate across medical office, senior housing and life science. Thesis Driven tracks medical office roll-ups and the operator economics underneath the lease, senior housing and active adult demand as the population ages, care models that pair housing with reimbursement, lab and life science space, and why healthcare assets reward operational understanding over financial engineering.
Falling birth rates, shifting migration, and an aging population are already reshaping demand across real estate, faster than most of the market has priced in
