Elder Care Demographics Shift

Shaan discusses an opportunity in elder care services based on demographic projections showing a massive increase in the elderly population, creating a strong tailwind for businesses in this space.

Key Points:

• Market Size Growth:

  • Current elderly population (65+): Under 1 billion people
  • Projected growth: Will exceed 2.5 billion people
  • Will surpass young population numbers in coming decades

• Business Opportunity:

  • Focus on senior living facilities
  • Long-term hold strategy (10-20 years)
  • Benefits from natural demographic tailwind
  • Occupancy rates likely to increase over time

• Key Advantages:

  • Demographic trend is difficult to reverse
  • Requires societal/population-level shift to change direction
  • Built-in market growth without needing to expand market share

• Risks Noted:

  • Technology and AI could potentially disrupt traditional elder care models
  • But underlying demographic shift remains strong regardless

This opportunity leverages an inevitable population shift that will create sustained demand growth in the elder care sector over decades.