Eurogroup Consulting：2026泰国养老地产研究报告：市场机遇、增长瓶颈与优化路径（英文版）（58页）.pdf

1、SENIOR LIVING IN THAILANDWhere the opportunity lies,what slows growth,and what must ExecutiveSummaryThailands senior living market is real,structurally supported,and selectively investable.2SENIOR LIVING IN THAILAND|WHERE THE OPPORTUNITY LIES,WHAT SLOWS GROWTH,AND WHAT MUST CHANGESENIOR LIVING IN TH

2、AILAND|WHERE THE OPPORTUNITY LIES,WHAT SLOWS GROWTH,AND WHAT MUST CHANGE3Thailand is on the verge of becoming the first Southeast Asian economy to confront a super-aged population without first achieving high-income status.By 2033 only seven years from now more than one in four Thais will be over th

3、e age of sixty.Thailand will compress in twelve years what Japan absorbed in twenty-six,and it will do so at roughly a quarter of Japans income per capita.This is not a slow-moving demographic curve.It is a structural inflection that has already begun to reshape capital allocation,healthcare plannin

4、g,real estate strategy and consumer demand.And yet the headline numbers 14.2 million seniors today,18.4 million by 2033 overstate the commercial opportunity.The investable senior living market in Thailand is not the demographic total.It is the affluent layer that can sustain private monthly fees,and

5、 that layer is narrow:the commercially monetisable cohort is roughly 2.5-3.5 million seniors,concentrated largely in the top 25-30%of Thai households.Sizing the market from demography downward inflates expectations and produces failed projects.Sizing it from affordability upward yields a smaller but

6、 very real category one that operators with the right model can defend.This white paper makes that distinction central.Across eight findings,the analysis argues that Thailands senior living opportunity is a care-operations story for a medically dependent population,not a real-estate or hospitality s