In a rapidly aging market that is unable to fill its ever-increasing gap, the ACA Healthcare Team manages industry-specific funds based on its own investment strategy in response to the changing investment environment.
As mentioned above, the market for the healthcare industry has grown rapidly. However, due to the review of the insurance system and the lack of personnel, the difference between winners and losers is becoming clear. In addition, projects born from the nursing care insurance system in 2000 have not fully matured. In this liquid industry structure, medical corporations are becoming more active in terms of industry consolidation. Private equity investments in this rapidly changing industry are beyond the framework and ability of traditional private equity firms.
Compared to the rate of population aging, the speed at which care facilities are becoming available is slow, and the supply gap is increasing with each passing year. Additionally, the current facilities of hospitals may also be insufficient, and thus there is an increasing need for new ones. However, after the financial crisis caused by the collapse of Lehman Brothers, banks have taken a severe stance toward loans for real estate, and potential operators may be unable to raise sufficient funds.
Healthcare and related facilities that meet regional needs are often stable and suitable for long-term operation even when compared to offices or apartments.
By focusing on the supply gap of medical and care facilities, the team is able to achieve smooth operations and a favorable return on investment. These activities are often beyond the ability of traditional real estate investors.
