We believe specialist investment management is required to make solid investment decisions in the right properties operated by the right people and that allocating investment capital to modern real estate, well-equipped for residents and their care professionals, is the right thing to do.
The Group's Investment Manager has extensive experience investing in care home real estate. It will use its reputation and network to source the best opportunities, before applying a detailed, 'bottom-up' investment appraisal focused on:
We choose only tenants who can demonstrate prioritisation of high quality care
We choose only tenants who can demonstrate prioritisation of high quality care and an ability to deliver it through effective operational capability. An in-depth assessment of potential tenants is an integral part of the investment appraisal, where the Manager assesses the tenant by:
The Group is an engaged landlord, actively monitoring and supporting tenants to provide the best care to their residents and to ensure property quality. The Manager's healthcare and portfolio team performs regular visits to:
This is complemented by desktop analysis of asset financial performance, inclusive of key metrics such as:
Data is assessed against investment appraisal expectations and current market conditions, using the Manager's specialist sector knowledge, with follow-up action taken where appropriate. This approach is key to maintaining and enhancing the capital value of the properties, ensuring they are aligned with the strategy of holding modern homes which are fit for purpose and future proof.