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Dear Fellow Investor,
Title: One of the Best Ways to Invest in an Aging Population – with Yield
The U.S. population is aging — and fast.
According to the U.S. Census Bureau, Americans aged 65 and older accounted for 17% of the U.S. population in 2020, or approximately 55.8 million people. That number is expected to surge in the coming decades. And perhaps more notably, a significant portion of that cohort will begin turning 80 this year — a milestone that carries serious implications for healthcare and housing infrastructure in the U.S. and abroad.
As CNBC recently quoted Jefferies analyst Joe Dickstein: “The 80+ population is set to increase meaningfully over the next few years, which will drive a material increase in demand for senior housing.”
And it’s not just about a larger number of elderly Americans — people are living longer, too. Advancements in medical care, technology, and wellness have extended life expectancy, which places even more strain on the healthcare and caregiving systems already under pressure.
Care is in High Demand — and Short Supply
The aging boom is driving an equally powerful surge in demand for senior housing, medical services, and caregiving — yet the supply side is struggling to keep up.
As noted by Medsien.com, “The growing aging population is driving demand for more medical care, as we face provider shortages. Patients 65 and older account for 34% of the demand for physicians. And by 2034, patients over 65 will account for 42% of the demand.”
This creates an investable opportunity.
The growing need for skilled nursing facilities, assisted living, senior apartments, and outpatient medical services makes healthcare-related real estate a strong growth sector — especially when structured to deliver reliable dividend income.
That’s where Real Estate Investment Trusts (REITs) focused on healthcare and senior living come into play.
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Investing in Senior-Care REITs
Healthcare REITs that specialize in senior housing and medical care properties are well-positioned to benefit from both the aging population and the increasing need for long-term and outpatient care.
Unlike speculative tech or biotech plays, these REITs are built around hard assets: physical properties that generate recurring rental income. Many also provide attractive dividend yields, which makes them appealing to income-focused investors looking for a combination of growth and stability.
Here are two top healthcare REITs we believe offer compelling exposure to the aging population trend — with attractive yield to match:
Company: American Healthcare REIT (SYM: AHR)
American Healthcare REIT is a diversified healthcare-focused REIT with a current dividend yield of 3.13%. The company acquires, owns, and operates a wide-ranging portfolio of clinical healthcare real estate assets, including:
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Senior housing communities
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Skilled nursing facilities
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Outpatient medical buildings
What makes AHR particularly interesting is its international exposure. It owns and manages properties not just in the United States but also in the United Kingdom and the Isle of Man, giving it a broader growth runway in countries facing similar aging population trends.
In April, the company paid out a quarterly dividend of 25 cents per share — a healthy payout considering today’s interest rate environment.
Analysts at Jefferies recently initiated coverage with a buy rating, calling AHR a “direct play on aging demographics” and “one of the cleanest ways to invest in the aging demographics theme.”
With both institutional backing and an attractive yield, AHR presents a strong long-term opportunity as demographic tailwinds pick up speed.
Company: CareTrust REIT (SYM: CTRE)
CareTrust REIT is another strong player in the healthcare real estate space, offering an even more attractive yield of 4.65%.
CTRE owns and leases a portfolio of skilled nursing facilities, senior housing, and other healthcare-related properties. Its tenants operate under long-term triple-net lease agreements, meaning tenants are responsible for property taxes, insurance, and maintenance — a business model that tends to support stable cash flows for the REIT.
The company recently raised its quarterly dividend to $0.335 per share, paid out on April 15. This marks its commitment to returning value to shareholders while maintaining a solid growth trajectory.
Its most recent quarterly results underscore that momentum:
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Funds From Operations (FFO) came in at $0.40 per share, in line with expectations
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Revenue hit $86.94 million, a 45.6% year-over-year increase, beating estimates by nearly $10 million
CareTrust’s CEO, Dave Sedgwick, was optimistic in the earnings call:
“We finished a record year with a record quarter. Now all eyes are on 2025 and beyond. We continue to position the company to build on the momentum of impactful growth with top-tier operators.”
With a robust balance sheet, scalable growth model, and strong yield, CareTrust REIT is well-positioned to deliver both income and capital appreciation.
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