A number of drivers behind the health care real estate sector are positioning it to become a top asset class for real estate in general and REITs in particular, says Debra Cafaro, NAREIT chair and chairman, president and CEO of Ventas. The health care reform legislation will bring millions of uninsured into the system, and demographic trends also bear watching. Health care is an asset class that performed well during the recession, she added, noting it helped keep Ventas' own performance strong and steady.

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