Morgan Stanley Fixed-US Economics, REITs, Healthcare, Housing Strategy, Municipal...-107236386
Sarah.Wolfe@morganstanley.com Ronald Kamdem, CFA Head of US REITS and CRE
Sarah.Wolfe@morganstanley.com Ronald Kamdem, CFA Head of US REITS and CRE
Sarah.Wolfe@morganstanley.com Ronald Kamdem, CFA Head of US REITS and CRE
Sarah.Wolfe@morganstanley.com Ronald Kamdem, CFA Head of US REITS and CRE核心数据:• At ~18%, the share of the US population older than 65 is at an all-time high, and aging baby boomers are accelerating the trend. The 65+ cohort is;expected to keep rising through 2060, to over 23%, and the share of those most likely to need senior living arrangements (85+) appears set to peak in 2050. As;of household over 65 has risen to 34% from 25%. Older homeowners’ increasing tendency to age in place has pressured housing inventory available for sale,。
覆盖 2024 年,全文约 65。
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适合战略规划、行业研究员等读者参考。
重点分析了REITs等议题。