Should you care about aged care?

With housing affordability back to mid-2010s levels, monetary policy likely to ease further, and operator discipline improving, the sector offers clean leverage to a housing recovery.

Tobias Newton Tue, 11 Nov 2025

It’s never easy to pick turning points for a particular company or the economy. But therein lies the opportunity. After a bruising few years, is now a good time to revisit the investment case for New Zealand’s listed aged care operators?

We think the key drivers for the sector have improved

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