Latest / Nareit's REIT Report Podcast
Health Care REITs Seeing Long-Term Demand Tailwinds: Raymond James’ Dave Rodgers
Dave Rodgers, managing director at Raymond James Equity Research, joined the REIT Report podcast to discuss the outlook for health care REITs, noting that the sector—and senior housing in particular—is one of the most attractive areas for investment across the REIT industry today.
A large and wealthy older generation, and limited supply, provide a “really good runway for strong organic growth” in senior housing, marked by rent growth and margin expansion, Rodgers said. Over the next decade, “we don't think it's a stretch to think that maybe this business can grow at 10% annually,” he added…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.