Investors

The private hospital sector in Mexico and Latin America presents an exceptional combination of growing demand, scarcity of modern infrastructure, cash flow stability, long-term contracts and low cyclicality — allowing the Trust to maintain attractive and predictable performance metrics even in adverse economic environments.

The growing pressure on the public healthcare system (with sustained declines in investment), the rise in out-of-pocket spending (with an inflationary growth of 14.5%) and the sustained growth in demand for private hospital services are driving the need for modern medical infrastructure and financial models that accelerate its development. This trend, also observed in LATAM, opens a clear window for a specialized vehicle to professionalize and capitalize the sector.

Current environment
=
Key moment

Step 1
Scarcity of institutional capital for the healthcare sector: Small and medium-sized hospitals face barriers to accessing financing that allows them to expand without ceding operational control.
Step 2
Fragmentation and aging of the hospital stock: More than 70% of private hospitals in Mexico are independent units with infrastructure over 20 years old.
Step 3
Growing demand and shift towards the private sector: Population aging and the insufficiency of the public system are driving demand for affordable private medical services.
Step 4
Healthcare Real Estate: A defensive and resilient asset in volatile environments, proven in the United States and Europe.
Step 5
Structural moment: The convergence of these factors opens a window of opportunity for specialized vehicles to professionalize and capitalize the sector.

Why is FDS's offering important?

The creation of a Trust specialized in hospital infrastructure is especially relevant today, at a time when the Mexican healthcare system faces structural transformations, demand pressure and an urgent need for modernization. Its importance lies in the following key points:

Mexico is experiencing a historic deficit in hospital infrastructure.
The country has an accumulated backlog of at least 25 years in hospital beds, operating rooms, intensive care units, laboratories and specialized services:

Mexico has fewer than 1.5 beds per thousand inhabitants, well below the OECD average (4.4).

Public and private institutions lack the resources to expand at the pace required by population and epidemiological growth. In 6 years, hospitalizations in private institutions increased by 30%.

A Trust allows operators to access financing for the construction, expansion and conversion of infrastructure without depending on public budgets, traditional bank debt, or having to sell the hospital.
(85% of private healthcare is covered by independent hospitals
that do not belong to any chain)

THE OPPORTUNITY