Kaab’s thesis is backed by the following 6 secular themes:

1. Demographics drive structural demand. Mexico’s 75+ population will triple by 2050, representing a much larger share of the nation’s demographic profile. At the same time, longer life expectancy amongst elders and shrinking family caregiver capacity makes institutional senior living solutions not just desirable, but inevitable.
2. A severe supply gap persists. Nationwide, there are only ~1,500 institutional-grade units in communities with 60+ beds, serving an addressable market of ~4.5 million adults aged 75+. This translates to fewer than 1 unit per 3,000 seniors — a penetration rate below 0.01%, among the lowest in the world.
3. Cost and service advantage is unmatched. Mexico combines a strong caregiving talent pool and hospitality-driven culture with operating costs far below U.S. benchmarks. This enables delivery of higher-quality services, healthier margins, and accessible pricing for both local and international seniors.
4. Cross-border demand is growing. A rising pool of U.S. Latinos with cultural ties and financial means are looking south for care solutions. Mexico’s proximity, direct flights, and safety in key cities make relocation to purpose-built senior living communities both practical and attractive.
5. Macro tailwinds and capital inflows support growth. Mexico is a top beneficiary of nearshoring and resilient U.S. trade ties. Global investors are increasingly focused on Mexican real assets, with record-breaking FDI of US$34.2B in the first half of 2025. The macro runway for investment is long.
6. Cultural mindset shift is underway. Senior living in Mexico has historically carried stigma, but this is changing. Younger generations facing dual pressures — aging parents and modern work-life demands — are more open to professional solutions. Early adopters, rising awareness, and better designed communities are accelerating cultural acceptance.