The Future of Aging and Longevity - Flipbook - Page 23
$14 billion in senior housing acquisi琀椀ons in
October 2025.16
• Health and well-being: The US spends nearly
twice what peer countries do on health care and
gets the shortest lives in return.17 Even worse,
our healthspans rank 72nd in the world. Even
amid Medicaid cuts, private equity is backing
the Program of All-Inclusive Care for the Elderly,
Eisai (with partner Biogen) and Eli Lilly o昀昀er
the 昀椀rst disease-slowing Alzheimer’s drug, and
venture 昀椀rms like Age1 are funding early-stage
longevity start-ups. This “longevity” market
is exploding with everything from an琀椀-aging
pep琀椀des to rejuvena琀椀ng skin treatments.
“What aging needs is
sca昀昀olding and a shared
de昀椀ni琀椀on of what even counts
as an aging investment.”
million Americans are unpaid family caregivers,
contribu琀椀ng over $1 trillion in economic value.13
Honor Technology built a billion-dollar homecare business on that demand. With only 15
percent of private-sector workers covered by a
pension, modern annui琀椀es, longevity-themed
ETFs, and start-ups suppor琀椀ng older workers are
all at a 琀椀pping point.14
• The built environment: Housing, bathrooms,
stairs, roads, and public spaces are designed
as if everyone is 22. High-end re琀椀rement
communi琀椀es are sold out with long wai琀椀ng lists.
Meanwhile, Home Depot earns more than half of
its renova琀椀on revenue from customers over 55,
yet fewer than 5 percent of US homes are built
to age comfortably and safely in.15 Uber extends
mobility for older adults. Welltower announced
• Social inclusion: Remaining connected,
being seen, and having purpose create viable
investment opportuni琀椀es. Grace and Frankie,
Hacks, and Yellowstone 1923 prove that olderled TV shows draw audiences. Age-tech funds
like 1843 Capital back technology that keeps
us connected. Civic engagement pla琀昀orms, AI
companions, and gaming for older adults remain
wide open.
For investors new to the theme, aging isn’t
a health-care niche. It’s a cross-sector alloca琀椀on
opportunity spanning real assets, opera琀椀ng
businesses, and 昀椀nancial products across public and
private markets.
Like climate, we need policy: a na琀椀onal
longevity goal, tax breaks, and even loans, so that
the demographic shi昀琀 becomes a market and wakes
capital. Singapore, Japan, and South Korea have
built cabinet-level coordina琀椀ng bodies, mul琀椀-decade
plans, and explicit private-sector partnerships around
aging. The US has nothing comparable in scale and
scope. But if we did, aging would stop being seen as
a personal cost and become the de昀椀ning economic
opportunity of the century.
The numbers are clear. The ages of this ar琀椀cle’s
authors are 27 years apart. That’s how long we
have un琀椀l 2053, when a third of Europe, a quarter
of America, and nearly two billion people globally
will be over 65. Everyone who turns 65 that year is
already among us. We have 27 years and everything
we need to get this right: the data, the capital, and
the people themselves.
A D ECA D E O F P RO GRE S S , A D ECA D E TO ACT 19
