The Macro Trend: Aging + Wealth + Prevention
Three converging forces are creating the largest healthcare market opportunity in history:
- Global aging — 1.4 billion people 60+ by 2030 (WHO)
- Wealth concentration — $84 trillion held by HNW individuals globally
- Prevention shift — Post-pandemic awareness: chronic disease prevention > reactive treatment
Result: $6.3 trillion global wellness economy (Global Wellness Institute, 2025)
Market Segmentation
Wellness Real Estate: $275B (→ $1.2T by 2030)
- WELL-certified buildings, wellness communities, longevity resorts
Wellness Tourism: $720B
- Medical tourism, wellness retreats, spa hospitality
Preventive & Personalized Health: $575B
- Longevity centres, biohacking centres, functional medicine
Wellness Tech: $280B
- Wearables, AI health apps, telemedicine, continuous monitoring
Mental Wellness: $180B
- Meditation apps, therapy platforms, psychedelic medicine
Why Now? The Convergence
1. Technology Enablement
- Wearables (Oura, Whoop, CGM) → real-time biomarker tracking
- AI/ML → personalized longevity protocols
- Telemedicine → accessible expert care
2. Scientific Breakthroughs
- Senolytics clear "zombie cells"
- NAD+ precursors restore cellular energy
- Epigenetic age reversal (Yamanaka factors)
- GLP-1 agonists (Ozempic) → metabolic health democratization
3. Regulatory Tailwinds
- FDA aging as indication (TAME trial)
- ADGM alternative investment framework
- EU preventive health mandates
Investment Opportunity: Longevity Group Capital
Thesis:
Vertically integrated wellness ecosystem capturing value across real estate + operations + technology.
Business Units:
- Wellness Centres (Real estate + operations)
- CAPEX: $5M–$15M per centre
- Revenue: Memberships + treatments + retail
- EBITDA: 25–35%
- Exit: Sale to hospitality groups (Aman, Six Senses) or REIT
- Booking Platform (SaaS)
- Booking and management platform for wellness centres
- Revenue: 8-12% commission + SaaS subscriptions
- Currently in development, MVP launch Q4 2026
- AI Application (Consumer subscription)
- Freemium → Premium ($99/month)
- AI longevity coach, wearable integration
- 5,000+ active users, 30% MoM growth
- Consulting (B2B services)
- Launch strategy, SOPs, tech implementation for wellness centres
- 15+ clients across Europe, Middle East, and Asia
- High-margin consulting fees
- Training Academy (Education)
- Staff training, practitioner certification, operations management
- Online + in-person programs (in launch preparation)
- 500+ graduates
Unit Economics (Wellness Centre):
- CAPEX: $5M–$15M (3,000-10,000 sqm centre)
- Annual Revenue: $4M (400 members × $500/month avg + treatments)
- EBITDA: $1.2M (30% margin)
- Valuation multiple: 8-12x EBITDA
- Exit value: $10M–$15M (100%–150% return on invested capital)
- Hold period: 7 years
- IRR target: 20–30%
Portfolio Construction:
- 7 centres operational across Europe, Middle East, and Asia
- Target: 20+ centres by 2030 across strategic wellness markets
- Total AUM: $50M (current) → $300M (2030 target)
Competitive Landscape
Ultra-luxury tier (Aman, Six Senses, Clinique La Prairie)
- Positioning: $2,000–$5,000/night
- Target: Ultra-HNW (top 0.1%)
- Scale: Exclusive, limited locations
Accessible luxury tier (LGC Centres)
- Positioning: $200–$500/night, $199–$999/month memberships
- Target: Affluent professionals (top 5–10%)
- Scale: Scalable, franchise model
Mainstream wellness (Equinox, LifeTime)
- Positioning: $100–$300/month
- Target: Mass affluent
- Scale: Large metro areas only
Why Europe, Middle East, and Asia?
Geographic arbitrage = premium services at 40-60% lower cost than Western markets
- Europe: Mediterranean wellness tourism, EU regulatory framework, established luxury hospitality infrastructure
- Middle East: ADGM fund domicile, MENA wellness hub $12B+ market, UHNW demographic concentration
- Asia: Ancient wellness traditions (Ayurveda, TCM), tech innovation hubs, rapidly growing affluent health-conscious population
Risk Factors
- Regulatory risk — Healthcare regulation varies by country
- Market education — Longevity medicine still niche
- Competition — Low barriers to entry for wellness centres
- Real estate risk — Property value fluctuations
Mitigation:
- ADGM regulatory compliance
- Strong brand differentiation (medical-grade protocols)
- SPV structure per asset (risk isolation)
- Operating income + real estate appreciation dual revenue
Conclusion
The longevity economy is not a trend — it's a multi-decade structural shift. Longevity Group Capital is positioned to capture value across real estate, operations, technology, and education, with a clear path to $300M AUM by 2030.
Investment opportunity: Qualified investors can access Fund I (closing Q2 2026) with $250K minimum commitment.