Two thirds of investors boosted their healthcare allocation in 2025, CBRE finds

In its 2026 Healthcare Sentiment Survey, CBRE revealed that approximately £10bn was invested in the care home sector last year, accounting for 79% of all healthcare investment.

This was primarily driven by Welltower’s £5.2bn acquisition of Barchester Healthcare and its £1.2bn HC-One portfolio acquisition.

Looking at 2026, 65% of respondents to CBRE’s survey said they intend to increase their asset allocation to healthcare, with 38% targeting the elderly care subsector.

Nearly half (48%) of respondents identified joint ventures as a preferred route to fund portfolio growth, with strategic partnerships, joint ventures and the expanding role of infrastructure capital providing “clearer pathways for investors to scale”.

Sarah Livingston, head of healthcare at CBRE, said: “Our latest survey results highlight the continued and growing demand for healthcare real estate.

“While transaction volumes are unlikely to match last year’s exceptional levels, momentum and investor confidence in the sector remain robust. Healthcare is no longer viewed as an emerging asset class and is now firmly established within mainstream real estate portfolios.”