Aged Care at home

This is not a new investing idea although I sense that due to COVID-19, this theme will accelerate.

The shift away from the traditional nursing home and hospice providers surely towards the independent living and aged care in residence scenario must be an attractive proposition now that labour amongst nursing professionals is in abundance, amongst other obvious reasons.

The Dutch have been pioneers in Thuiszorg (meaning “home care’) and has been refined by Netherlands based company, Buurtzorg which translates into “neighbourhood care”.

As an investor, I’m scouring the world for appropriate, publicly listed opportunities.

In the U.S., Amedisys comes to mind.

I’ll keep you posted as I find other candidates.

by Rob Zdravevski
September 6, 2020
rob@karriasset.com.au

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