- Given the uncertainties brought about by a second Trump presidency, we think investors can also consider adding some defensiveness to their S-REITs portfolios by gaining exposure to the healthcare sub-sector.
- Healthcare properties refer to real estate that is designed or built to house healthcare-related facilities. There are many types of medical real estate. These properties differ from other CRE assets as they typically involve specialised facilities and must comply with strict government regulations.
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Healthcare is defensive, non-cyclical and recession-proof.
- The broader Healthcare sector is sometimes seen as a “defensive growth” sector. On one hand, it enjoys low correlation with global macro conditions, and is relatively more resilient and less impacted by economic swings. This makes it a good portfolio diversifier.
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Demand and therefore rents for healthcare assets are not just resilient to the ebbs and flows of the business cycle; they are also supported by multiple secular trends.
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