Gravis flags UK ageing population driving demand for healthcare real estate assets

• Gravis Capital Management published analysis warning that the UK’s ageing population is driving rising demand for healthcare real estate, with the over-85 cohort projected to double to 3.4 million by 2047.
• Higher utilization rates among over-85s, averaging more than 10 healthcare visits per year, are expected to lift demand for hospitals, GP surgeries, and care homes.
• Specialist healthcare REITs were highlighted as a route to exposure, citing long-term, inflation-linked rental income, with some leases effectively government-backed.
• Primary Health Properties reported 2025 adjusted EPS growth of 4.3% and a 2.9% dividend increase, extending its dividend growth streak to 30 consecutive years; integration of Assura delivered £ 7.5 million of synergies to date.
• Target Healthcare was positioned as a care homes pure play, citing inflation-linked leases and a recent report of its highest total accounting return since its 2013 launch.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Gravis Capital Management Ltd. published the original content used to generate this news brief on May 19, 2026, and is solely responsible for the information contained therein.