Bear fears the Chancellor might come after pensioners in Wednesday's Budget, leading our protagonists to chew the fat on UK Healthcare Property.
The UK's ageing population and clear need for additional healthcare infrastructure is causing a wave of investment into the care sector, from a variety of sources.
Bear is quick to highlight why this wave might cool off over the next few years - #1 being development unviability.
The two agree that it falls on the Government's shoulders to create a more forgiving economic environment for development, but neither are optimistic Wednesday's Budget will provide the solution.