• The Leading Annual Event for the Sector returns on 26th November...
  • Adlington, Appello, Fortwell, JLL, McCarthy & Stone, Pegasus & Torsion Care all confirmed as sponsors

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Retirement Living & Care 2019

Adlington, Appello, Fortwell, JLL, McCarthy & Stone, Pegasus & Torsion Care all confirmed as sponsors @LDEProperty #LDERetirement

Retirement Living Conference

Join 500 of the leading figures in Retirement Living Property on 26th November

Care & Retirement Living Conference

Hundreds of the Leading players in the Retirement Living Sector expected on 26th November at Annual Care Homes & Retirement Living Conference....

Care Homes Conference November 2019 Agenda

Care & Retirement Living Conference Agenda

The Leading Conference for the Care Homes and Retirement Living Sector takes place on Tuesday 26th November 2019 at De Vere Grand Connaught Rooms, London WC2

  • Returning for an 10th Year, the largest event for the sector  - join hundreds of the leading players in Retirement Living Property
  • Following a record audience last year of more than 500 delegates, we are expecting this to grow in 2019 as the sector continues to expand, find out why on 26th November
  • Over the last ten years this Conference has become established as the must attend event for those operating in, developing in, investing in, or working with, Care Homes and Retirement Living in the UK.
  • The day provides a detailed update on the different Senior Living Markets, looks where investment is coming from, and crucially analyses where the opportunities are for both those investing and operating in the sector.
  • Excellent High level networking opportunities with hundreds of the leading players in the Retirement Living Property Sector attending

This event is likely to sell out again so please book early to guarantee your place.

To see who attends please click here

Care Homes & Retirement Living Conference 2019
De Vere Grand Connaught Rooms, 61 - 65 Great Queen Street, London, WC2B 5DA


Conference Timetable

Chairmans Welcome & Housekeeping

Iain Lock, Managing Director - Health, Avison Young


The Key Factors in the Care Homes & Retirement Living Property Market going forward
Understanding the Senior Living Jigsaw – What now fits where?
Retirement Housing, Assisted Living, Retirement Living Villages, Extra Care and Care Homes – how is the market segmented, how has it evolved and where might it be going?

How have both the Care Home Opportunity and the Retirement Living Opportunity changed and where do they now fit together?
Have many of the myths, risks & concerns about Senior Living Property now been addressed?
Housing for Older People – Looking at the Growth in Demand & Need as a Property Investment Opportunity

How large is the market, where does it fit with downsizers and the overall Housing Market?

Where are the opportunities – how can the shortfall of supply be addressed?

Retirement Living Property Valuation – how do you value the assets and the overall business?
With Event Fees now legally defined, how do you value the long term income from these?

How is the UK Care Home Market now performing and which assets are working?

What opportunities are now available in the Care Home market?

With many homes, and hundreds of thousands of beds, now needing refurbishment and an upgrade in facilities does this now represent an opportunity for investors?
How might the market evolve over the next ten years?

What can the UK Senior Living Sector learn from the US Market?

Which elements translate well from the US and how can we evolve our industry in the UK?
Ben Rosewall, Senior Director, CBRE

Tom Morgan, Executive Director, CBRE


Innovating to produce a Futureproof Retirement Living Housing Model
What kind of tenure mix will form the ideal retirement living business mix moving forward?

Where do Retirement for Rent, Shared Ownership & traditional sales models all fit in the overall picture?

What is the best way to confront the massive undersupply of Retirement Living property in the market?

What attracts the necessary levels of institutional investment to transform the sector?

What are the investment & operational lessons from the Student Housing Sector & what is the timeframe for Retirement Living to catch up?
John Tonkiss, Chief Executive, McCarthy & Stone



The Long-term evolution of the Care Home Market – How has it evolved and why?

What is the modern care homes market and who does it target?

Understanding how the product has changed – what was it, what is it, and what will it be in the future?

Building a Care Home Portfolio – How do you deliver it, start up an operation and build an Investment?
How do you get into the market, is there more money than opportunity & where is the smart second tier opportunity?
What kind of buildings and communities should the forward-thinking operator be building & how might this evolve in the future?
Where are the links between the Care Operator and the Retirement Living Operator?
Avnish Goyal, Managing Director, Hallmark Care Homes

In Conversation with Iain Lock, Managing Director - Health, Avison Young


Providing the care element in a Retirement Living Investment

Should an investor look to create their own Care Operation or partner with an operator?

What are the Pros & Cons of each approach?
How does an investor build a strategy to align itself with the right operator or operation?

Building a bespoke Care operation – how can this be done and what are the key considerations?

How do you reduce reputational risk & deliver strong returns?

Can the care aspect potentially be made into a profitable element of the overall investment and what kind of scale is needed?

Helen Jones, CEO, Allegra Care

Questions for Ben, Tom, John, Avnish & Helen

Coffee & Networking Break


Build to Rent for Retirement Living & other Innovations Session

Time to Innovate with Retirement Living – Where do Retirement for Rent, Intergenerational Living, & Building Mixed Communities fit moving forward?

Why are emergence of Rental Models, other tenures, living & interacting with younger people, and other such innovations important to the evolution of the Retirement Living Sector?


The Future of a Private Rented & Build to Rent Model in the Retirement Living Sector

What are the benefits of such a model to those who live there?

Hear the opinion of Residents at the newly operational Birchgrove Scheme in Sidcup about what attracted them to renting and why it works for them

Short Presentation 1 (10 minutes) by Honor Barratt, Managing Director, Birchgrove – joined by her Residents to give their perspective


What can Retirement Living learn from Build to Rent?

How do we make it original, aspirational and innovative?

Where are the design and location parallels?

Short Presentation 2 (10 minutes) by Rory O'Hagan, Director, Assael Architecture


Followed by a panel discussion on:

How might the market evolve over the next ten years?

What other innovations do we see coming forward?
Retirement Rental Models – How are these evolving & what is their potential?

How much of the market is really looking to rent?

What is the future of Intergenerational Living?

What are the benefits of living in a mixed community?

Is contact with younger generations an important factor moving forward & will the health benefits mean we’ll see more innovations to create a multi-generational environment?

What kind of mixed communities & facilities do we now need to bring forward?

Where is the urban opportunity & what locations really work for these models?

Where do travel, technology & fitness fit in into providing an aspirational attractive model?

How can we innovate to provide these things?

Do Rental models offer Residents flexibility & a better lifestyle by unlocking their wealth?

Will more people now sell their home to take a rental option & a better lifestyle?

Julia Ashley, Chief Executive, C&C

James Cobb, Sales & Marketing Director, Inspired Villages 

David Williams, Chief Executive, St Monica Trust

Honor Barratt, Managing Director, Birchgrove

Rory O'Hagan, Director, Assael Architecture



Building a Legislative Framework & Viable Business Model for the future of Retirement Living

What is needed to make promote viable future delivery in the sector & deliver on the massive potential market?

What needs to change and how can we make it happen?

Why does Retirement Living need it’s own Planning use class & how can we make it happen?

Understanding leasehold reform & ground rents – how significant are these to the future of the sector?

Evaluating & Reinventing Regulation & Ownership in the Retirement Living Sector

What other specific legislation is needed for the sector & how do we see this progressing?
Is the issue with event fees and exit fees now something that is better understood?

What will be sensible levels for these & how can we make these for both the business model & the customer?

How are these structured internationally & what is acceptable to the UK customer perceptions?

How can the reputation of Event fees be reinvented as a positive?
How can overall transparency transform the perception of the product and sector to the consumer?
Why do we need more cohesion between social care & the retirement living sector?
With lessons from overseas, how can we extract long term value from the operational business in the UK?

The Operator View – Event Fee Models, what are the options & how does an operator decide which to use?

Making the differed management model work – how does the sector approach this?
Michael Voges, Executive Director, ARCO (short introductory presentation)
Kyle Holling, Partner, Trowers & Hamlins
Henry Lumby, Managing Director, Amicala

Jane Ashcroft, Chief Executive, Anchor Hanover



Panel Session - The Coming Age of Technology – What innovations will we see?
Understanding the Role Technology can play in the future of the Sector & How it can support the needs and lifestyles of older people – how can it boost efficiency & service?
What modern inventions & technologies might become mainstream and revolutionise the way care is delivered & the needs of older people are met?
Will technology play a big role in treatment for older people going forward and how much integration do we expect in future stock in the sector?
Ed Warner, Founder & CEO, Motionspot

Tim Barclay, CEO, Appello

Shirley Hall, Head of Innovation and Wellbeing, The ExtraCare Charitable Trust

Andrew Duggan, Business Services Director, Castleoak



Networking Lunch Session for Speakers & Attendees



De-risking before you start - choosing the right site & project in a specialist sector

What makes a good site for a Care Home or a Retirement Living Product?
How can an investor in the market choose the ideal location and what are the key considerations?
Future evolution in this market – will locations actually be more in town than out?
What are the pros and cons or a town centre, or a more rural location?

Planning the project strategically – getting the micro location, phasing, unit mix, pricepoint, height & density right from the outset.
Practical Examples & Case Studies of what works and what doesn’t.

Iain Lock, Managing Director - Health, Avison Young



Working out the right fees in the right location to make a Care Home Investment viable

Looking at the different regions in the UK to understand fees

What fees are available where and how do you set the correct fees for a particular site?

Amanda Nurse, Managing Director, Carterwood



How do we create a balanced overall Retirement Living Market & the required range of products?

How can the high end, middle market, urban & London Markets all be served?

How can we make each work & what are the parallels between each?

How do we get the actual products right?

What kind of joint ventures make sense to increase the volumes of delivery?

What are the long-term potential partnership opportunities with housebuilders?

The Urban Opportunity – what is needed to open up the London market?
What is the demand for an urban product & how can this be met?

Who are the buyers and what kind of product are they looking for?
What factors determine London as the key location for Older People?

What is the perception of a high rise, high density Retirement Living product?

Nick Sanderson, Chief Executive, Audley Retirement



Questions for Iain, Amanda & Nick



The Care & Retirement Living Property Investor Session

Overview Presentation - The Key Transactions & Investments in the Care Home & Retirement Living Markets

Who are the players, where is the money coming from, and how is the market evolving?
What assets are of particular interest?
Where are the opportunities from a transactional point of view looking forward?
How can a fully operational portfolio be built and should an investor look to construct a care operation/partner with an operator or rent a property on a lease to an operator?

10 Minute overview from Philip Schmidt, Director – Living Capital Markets - Healthcare, JLL


Followed by
Investor Panel Session – where is the money coming from & what is the appetite for Senior Living Property?
The Future of Investment and Funding into the UK Senior Living Markets, who will be involved and what will attract investment?

What are the key concerns for investors when it comes to Care Home & Retirement Living markets and how can these concerns be confronted and addressed?
Should an investor look to construct a care operation/partner with an operator or rent a property on a lease to an operator? What are the Pros & Cons of each approach?
How does an investor build a strategy to align itself with the right operator?

What assets are currently of particular interest?
Where are investors looking to focus?

Is interest in the Prime and Subprime too dominant?

Considering each of retirement living and care homes, how can the middle market and lower market attract more investment and how can you make it work?
Understanding what the fund managers want
Looking at US Reits and Overseas money and why it is coming in
Where do investors stand on Retirement Living Rental Models? 
Will these become mainstream & how?
How is investment in Retirement Villages evolving and is this an opportunity area?
Benjamin Davis, CEO, Octopus Real Estate

Dan Smith, Executive Director, Fortwell Capital

Sadie Malim, Board Director, Moorfield

Andrea Auteri, Managing Partner, Elevation Advisors
Iain Lock, Managing Director - Health, Avison Young (Chair)


Planning, Design & Delivery
Where are we with planning and regulation in the sector & what is needed to deliver more Retirement Housing? Should we expect or lobby for a separate use class?
What should the modern Senior Living provider be designing and what are the key innovations?
How key is adaptability when delivering a scheme in the Modern Market to ensure a secure long term investment?
How do we balance modern innovation and design with the specific needs of older people?
Construction Methods – Traditional v Modern - how do we confront issues with build costs?
Could Modular build enable a build smarter, build faster approach and what is its future for this market?

The Future Opportunity – Analysing the upcoming supply of Care Homes & Retirement Living

The Planning System – what is really happening?

A detailed study on the total number of Planning Permissions for care home and older persons housing schemes in the UK

Which are the most popular regions for submitting new planning applications?

Scheme sizes - is big always beautiful?

Urban v Rural - what are the market trends?

What is the average time taken to obtain detailed planning permission & how does this differ between Brownfield & Greenfield sites?

Which areas are likely to contain the highest density of development and where are the untapped markets for the future?

Based upon this analysis, how can an investor in the market choose the ideal location and what are the key considerations?

Anne-Marie Nicholson, Senior Partner, PRP Architects

Will Bax, Chief Executive, Retirement Villages Group

Aimee Squire, Associate Director-Planning, Savills

TBC Pegasus


4.20pm – Closing Remarks from the Chair



Conference Close & The Annual Retirement Living Property Industry Drinks Reception - 10th Anniversary Edition, kindly sponsored by Avison Young



To see who attends this event: click here

This event is also eligible for Continuing Professional Development (CPD) credit 

To learn how to book a place, please click here