Scott Brinker on AI
From Healthpeak Properties (DOC) - Hoya Hotseat · · Hoya Capital
“AI is only going to increase the odds of success which should drive even more R&D into the business. There's a good chance in our view that over the next 50 years there's more progress in keeping people healthy than in the entirety of human existence.”
On , Scott Brinker, President, Chief Executive Officer & Director at Healthpeak Properties, spoke about AI during Healthpeak Properties (DOC) - Hoya Hotseat on Hoya Capital.
About Scott Brinker
Scott Brinker, CEO of Healthpeak Properties, discussed the company's position in the healthcare real estate market during two Hoya Capital webinars in 2025. He stated that Healthpeak's portfolio is focused on outpatient medical, life sciences, and senior housing properties, and that the company aims to be "the real estate partner of choice for healthcare discovery and delivery." Brinker noted that the company's outpatient business benefits from a shift toward outpatient care, which he described as preferred by consumers, payers, and health systems, and that demand currently exceeds supply due to construction costs, leading to accelerating occupancy and rent. He also commented on the life sciences sector, saying that while it is experiencing a supply-driven downturn, demand remains strong and that Healthpeak's scale and existing tenant base provide a competitive advantage. Brinker addressed the company's financial outlook, stating that its earnings multiple is at a "cyclical low" that he believes creates opportunity, and that Healthpeak has repurchased roughly $300 million of stock. He added that both he and the company's directors have bought stock on the open market in 2025, reflecting their view that the company is undervalued. Regarding the regulatory environment, Brinker said it has been "slightly impacted" by chaos in Washington, D.C., but predicted that conditions would improve in 2026 as Congress turns attention to midterm elections. He also expressed optimism about the role of artificial intelligence in healthcare research, stating that AI "is only going to increase the odds of success" and drive more R&D.