The so-called alternative markets (student residences, senior homes, hospitals, etc.), which are less influenced by economic cycles, will also regain investor activity in a short period of time. Socio-demographic indicators support the interest of investors who consider them to be a safe product, provided that it is linked to a long-term contract. The main problem in these markets is, on the one hand, the scarcity of available product, and on the other hand, the fragmentation of product among private investors.
The arrival of international funds and operators specialised in the different alternative sectors could favour the increase in supply. This will generate interest as long as it meets the size and quality expectations of buyers, or the possibility of increasing value through capex or management. For example, in the student housing market, entry is achieved through the development of products that adapt to international market standards.
Private health care has recently been on the radar screen because it works as a support to public health care. Many of the real estate assets already form part of fund portfolios, but product disinvestment in portfolio format is a possibility.