The Future of Healthcare Real Estate: Insights from GRI Club x MoZaïC Asset Management

MoZaïC Asset Management was pleased to co-host a conference today, March 18, 2025, at its offices in partnership with GRI Club Europe, focusing on the European healthcare real estate market. Industry leaders came together to discuss the key trends shaping this sector, highlighting both upcoming challenges and opportunities.

Key Takeaways:

1. Resilience Amid Economic Uncertainty

Despite rising costs and inflation, healthcare real estate remains a defensive asset class, supported by growing demand for senior housing, hospitals, and medical office buildings—driven by long-term demographic trends.

2. Evolving Investment Patterns

While the UK remains attractive due to its transparency and flexibility, continental Europe has faced regulatory, reputational, and economic headwinds. The market may see a shift toward more flexible lease structures and/or investors seeking exposure to both real estate and operations.

3. Influx of Global Institutional Capital

Interest from investors in the U.S., Middle East, and Asia is growing, signaling an increasingly globalized market. Institutional investors are demanding greater transparency and reliable data to manage risk effectively.

4. Changing Operational Models

Traditional lease structures are being re-evaluated, with rising interest in revenue-sharing agreements and hybrid models. Operators must stay agile to adapt to evolving regulatory and financial environments.

Despite short-term volatility, the long-term fundamentals of the sector remain strong. Strategic diversification and regulatory adaptability will be essential to unlocking future growth.

What are your thoughts on the future of healthcare real estate?
Which asset types—such as rehabilitation clinics, outpatient centers, or nursing homes—do you see leading this transformation?