Aedifica combines Europe-leading healthcare real estate scale, inflation-linked defensive income, and a meaningful NTA discount, with Cofinimmo integration as the key catalyst and execution test.
Overview
Aedifica is Europe’s largest listed healthcare REIT after acquiring control of Cofinimmo, creating a €12.4 billion platform focused on elderly care, assisted living, specialist clinics, childcare, and service communities. Revenue is generated through long-term leases with professional healthcare operators, supported by demographic aging and CPI-linked rent growth. The model offers defensive, predictable income, high occupancy, and broad geographic diversification across nine European countries, with scale increasingly becoming a funding and partnership advantage.