
UBS Asset Management highlights how demographic shifts in high-income countries are reshaping housing demand and opening scalable real estate opportunities.
By 2035, Europe’s 65+ population will expand by 2–3 million annually, while working-age cohorts shrink, creating severe housing shortages.
Independent, assisted, and nursing home demand is rising, with inflation-linked leases and policy support providing attractive, resilient fundamentals.
Investment options span build-to-rent, build-to-sell, and fund structures, with potential for both stable income and social impact.
How can investors capture both demographic certainty and long-term stability? Explore the full report for detailed strategies.