The Playbook for Uncertain Times
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The Playbook for Uncertain Times
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About this listen
In the season finale of The Move, Jarrod and Michael sit down with Sir Steven Wilkinson to examine a question that’s been building all season: why is sophisticated capital finally paying serious attention to healthcare real estate?
The answer isn’t about square footage or cap rates. It’s about understanding what happens inside these buildings—the workflows, the ecosystems, the outcomes. As Steven frames it, businesses exist to solve problems. And there’s no bigger problem facing Western economies over the next 50 years than healthcare delivery.
This episode challenges investors still categorizing healthcare alongside student housing and self-storage to reconsider. These aren’t just properties—they’re essential infrastructure in how care actually gets delivered. For family offices and institutional investors, it’s a different lens: one grounded in demographic inevitability and operational depth.