Healthcare investor insight, interviews with Impact Healthcare REIT and Minster Care Group and analysis of the CMA report into care homes. Just some of the content in this quarter’s CBRE Healthcare MarketView
CBRE is the largest, full-service real estate services company in the world. Operating across the globe, the firm holds a leadership position in the clear majority of the world's key business centres.
Whether it's a local, regional or global assignment, CBRE applies insight, experience, intelligence, and resources to help clients make informed business decisions. CBRE's strengths, which are applied to every transaction, assignment, and client relationship, include:
- An intimate knowledge of virtually every major market in the world.
- Intellectual capital and technology resources that develop and deliver superior analytical, research and client service tools to our professionals.
- A proven track record of meeting diverse client needs.
- The leadership position in nearly all service lines.
- An organisational structure that harnesses the firm's collective expertise.
It all combines to empower our people, and our clients, with the information they need to anticipate market opportunities, seize competitive advantages, and execute the best possible real estate strategies. In our highly fragmented industry, it is no coincidence that CBRE is the leading firm in virtually all of the top 25 cities globally.
In this issue:
- Retirement Living sector overview.
- We have analysed and identified key trends and opportunities in the retirement community space using CBRE bespoke analytics software Pulse.
- We interview two leading operators that are innovating in the retirement living sector: Sandra Stark – Director of Retirement Living at Hawthorns Brand part of Avery Healthcare Group and Simon Ringer – Head of Property Funds Bridges Fund Management.
In this issue:
- Operators landscape – We analyse the corporate elderly care landscape that has changed markedly in a little over two years.
- We interview Jeremy Richardson, CEO at Four Seasons Health Care’s brighterkind brand, to find out how product differentiation, investment and systems development are shaping strategy for care homes now and in the future. We analyse the brigtherkind portfolio using CBRE bespoke analytics software Pulse.
- CBRE Pulse – Real-time competition, demographic, regulatory, planning and house price information combined in a single source to give developers, investors and operators a powerful decision-making tool.
- Lisa Attenborough, Director Debt Advisory, discusses lending trends in the Healthcare sector.
In this issue:
- We interview Seamus Halton, Owner of Berkley Care Group, to understand what operational challenges he faces and how attractive the private pay elderly care sector remains.
- Leveraging operator relationships is a major driver behind scale transactions in the elderly care sector.
- Long Income is impacting the Healthcare market in an increasingly positive way.
- Healthcare REITs and specialist funds continue to outperform and are becoming a key financing mechanism for providers delivering operational excellence.
- Specialist care is increasingly attractive to global capital. Further consolidation is likely, as is the use of alternative financing structures that leverage real estate value.
- Real estate investors are pricing operational risk by analysing local supply dynamics and interrogating demand drivers in more detail than ever before.
In this issue:
- Health & Social Care fundamentals remain unchanged; demand will continue to grow, requiring a real estate response and the occupational market is unlikely to be negatively impacted.
- Healthcare REITs have materially outperformed Core Real Estate over the last 2 weeks.
- We consider it likely that in the short term, the UK Government will spend more on the NHS.
- The movement in gilt pricing makes Long Income Real Estate more attractive whilst the change in Sterling should benefit overseas investors.
- Trade Buyers who can see their way to add value by strategic moves or by driving operational performance now have probably their best opportunity for years.
Other, Specialist, Alternative, Operational or Non-Core markets; however you define it, indicators are telling the same story – capital has turned towards the non-traditional sectors with new investors dominating.
CBRE’s healthcare team examines the structural issues that are driving growth across primary care, care homes, hospitals and specialist care. In 2015, £2.8 billion was invested in these markets – including almost £1 billion of total investment by US and Overseas Real Estate Investors. This paper sets out how innovative partnerships are emerging between NHS trusts and the private sector and considers how factors such as the National Living Wage and the serviceability of debt are being addressed.
Welcome to CBRE's UK Real Estate Market Outlook for 2016 and beynond. In this report we set out our prediction on the key trends likely to affect UK property markets over the next 12 months.
There is over £550 million worth of care home stock in the market currently. In this issue of MarketView we look at the challenges and opportunities resulting from the widening gap between public-pay elderly care homes and the premium private-pay market.
This Quarter has seen lower deal volumes but a marked increase in activity, signalling a busy Q4. Trade buyers have dominated the market, with larger operators consolidating their positions. Also in this issue of MarkerView, following a number of transactions in the UK hospitals market in Q2, we look at the prospects for investors in the networked acute hospitals market.
Following their recent acquisition of MedicX Holdings Ltd, Octopus Healthcare has positioned itself to wrap its tentacles around an ever-wider range of healthcare investment opportiunites, and in this edition of our MarketView we talk to CEO Mike Adams. We also overview key Q1/Q2 transactions, and look at the trends of US Healthcare REIT versus UK institutional investment pricing and buyer pool characteristics.
In this edition of CBRE's UK Healthcare MarketView, Tim Street of Patron Capital talks to Keith Harris following the successful sale of Gracewell Healthcare to Health Care (HCN) to outline where he sees the UK Healthcare market moving over the course of 2015.
If 2014 was the year Specialist Markets became mainstream, 2015 will be the year Pubs, Leisure and Healthcare move to centre stage. There are exciting times ahead, all our markets are experiencing great change which presents opportunities for the expert and informed investors.
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