Prefer to view this content on our website? Click here.

---

Dear Fellow Investor,

One of the Best Ways to Invest in an Aging Population – with Yield

America is getting older—and fast. The shift underway is reshaping the country’s economic landscape, straining the healthcare system, and creating one of the most important long-term investment themes of the next several decades. According to the U.S. Census Bureau, Americans aged 65 and older made up 17% of the population in 2020, representing roughly 55.8 million people. That number is projected to surge as the Baby Boomer generation continues to age.

Even more significant is what’s happening at the upper end of the demographic curve. Millions of Americans will turn 80 or older this decade, and that milestone has enormous implications. People in their 80s and 90s require more medical care, more assistance, and more specialized housing than any other age group. This transition is expected to ignite one of the strongest multi-year demand booms for senior housing, assisted living, and skilled nursing facilities in U.S. history.

Jefferies analyst Joe Dickstein summarized the trend perfectly in a recent CNBC report:
“The 80+ population is set to increase meaningfully over the next few years, which will drive a material increase in demand for senior housing.”

Pair that with rising life expectancy and a shrinking caregiver workforce, and you get a perfect storm of structural demand that will drive billions of dollars into care facilities.

---

America’s Demographic Tidal Wave

One of the most underappreciated macroeconomic stories today is the accelerating growth of the older population. Medical advancements have allowed people to live longer and stay active well into their 80s and 90s. But longer lifespans also mean more years spent requiring ongoing medical care and assistance.

According to Medsien.com, patients aged 65 and older already account for 34% of total physician demand in the U.S. By 2034, that number is projected to rise to 42%. In other words, nearly half of the total medical system’s demand will come from seniors.

At the same time, the U.S. faces a severe shortage of doctors, nurses, and caregiving professionals. This imbalance is driving increased reliance on senior living communities, assisted living centers, skilled nursing facilities, memory care units, and blended care campuses that can address both housing and medical needs in a coordinated environment.

For investors, this supply-demand imbalance creates a powerful long-term tailwind. Senior care facilities are not a passing trend—they are becoming one of the most essential pillars of the modern healthcare system, and the companies that own these facilities stand to benefit significantly.

---

U.S. Government Blocked NVIDIA's Buyout… Here's Why

The U.S. government doesn't normally block billion-dollar tech deals.

But when NVIDIA tried to acquire this tiny supplier, the FTC slammed the door.

Why?

Because this company's patented technology is considered "critical to U.S. national security."

In fact, this one obscure chipmaker controls nearly 7,000 patents - covering the very brain architecture NVIDIA needs to build its new $50 trillion AI empire.

And on December 19th at 5PM, NVIDIA is set to make a major announcement about its new THOR Superchip.

When the news hits… Dylan Jovine believes this stock could soar.

Go here now to access the report Wall Street billionaires don't want you to see >>

---

How to Invest in the Aging Population Boom

There are many ways to gain exposure to the aging-population megatrend, from pharmaceutical stocks to medical equipment companies. But one of the most compelling—especially for income investors—is care-facility real estate investment trusts (REITs).

REITs offer several advantages:

1. Built-in Long-Term Demand

Senior housing and skilled nursing are driven by demographic realities, not economic cycles. Even during recessions, people still require care.

2. Reliable Income Streams

REITs collect rent from operators who manage the day-to-day business. These leases often extend years into the future, offering predictable cash flow.

3. Attractive Dividend Yields

Care-facility REITs typically offer higher yields than the broader REIT market, providing income in addition to potential capital appreciation.

4. Inflation Protection

Many care-facility leases include inflation pass-through clauses, helping maintain real income during inflationary periods.

With that in mind, here are two of the most attractive REIT opportunities for gaining exposure to the senior-care boom.

Company: American Healthcare REIT (SYM: AHR)

American Healthcare REIT is one of the most diversified and strategically positioned healthcare REITs in the market today. Its portfolio spans senior housing communities, skilled nursing facilities, and outpatient medical centers spread across the United States, the United Kingdom, and the Isle of Man.

With a dividend yield of 2.33%, AHR provides investors with consistent income while maintaining exposure to properties that benefit directly from rising senior-care demand.

AHR recently paid a $0.25 per share dividend on October 17, reaffirming its commitment to delivering shareholder value. While the yield is modest compared to some higher-yielding REITs, AHR’s strength lies in the stability and diversity of its property base. The mix of senior housing and medical facilities gives it balanced exposure to both residential care and clinical healthcare—two segments expected to grow dramatically over the next decade.

The company continues to invest in modernizing existing facilities and acquiring new ones in high-growth markets where demand is expected to outstrip supply. As America’s 75+ and 80+ population begins to accelerate in size through the 2030s, AHR is well positioned to capture steady, long-duration revenue.

---

Are there any other real estate stocks you're looking into right now? What other sectors of the market are you currently interested in? Hit "reply" to this email and let us know your thoughts!