aged care

Regis Healthcare is debt-free with $170M cash and 100% freehold assets, yet trades at a massive discount. We breaks down the thesis.

The baby boomer generation has transformed society in countless ways — they’re now poised to revolutionise the residential aged care sector.

The latest Firetrail Equity Edge Podcast has just landed.

Empty nesters continue to stay put in their family homes, despite Australia's demand for housing skyrocketing.

Our global real estate outlook for 2024 highlights 5 key themes across senior housing, retail, industrial, Japan and data centres.

COVID might have tragically disrupted business as usual in the aged care sector but there are opportunities for investors as the sector regains its health. In this...

Deep in any corporate vault lies a paper or two that affirms the right of an enterprise to operate, such as articles of incorporation, a banking or broadcasting...

I clearly recall Ben Griffiths, Portfolio Manager at Eley Griffiths Group, calling the top for aged care stocks at Livewire Live back in 2016. Popular names like Estia...

For our Livewire Christmas Cracker, we discuss why we have shorted a number of Aged Care stocks. Firstly, because of the upcoming Royal Commission. and secondly, the...

Historically, our view has been that there is a supply and demand imbalance in the aged care sector, with the lack of supply and rising demand only going to be...