Conference Agenda

The agenda for the day will look key issues in Retirement Living Investment Markets

8.30am Pre Conference Networking Session
  • Delegates arrive from 8:30am when an informal breakfast is provided, and a chance to network with other attendees, before the conference starts at 9:30am
9.30am Welcome and Introduction from the Conference Chair
  • Chairmans Welcome & Housekeeping
  • Where next for Senior Living Markets?

Speaker: Iain Lock, Managing Director Health, Avison Young (Chair)

9.45am Senior Living Markets 2022 Update – Where are we now and what can we expect over the next year?
  • What is happening with investment in Senior Living, Integrated Retirement Communities and Care Homes?
  • Where is the money coming from and what are they wanting to invest in?
  • Which segments of the market are seeing the most interest and growth and where is the demand?
  • What are the key transactions in Retirement Living and Care Homes property?

Speakers: Lauren Harwood, Head of Senior Living Research, Knight Frank,
Kieren Cole, Partner - Healthcare Valuation & Advisory, Knight Frank

10.15am Questions for Lauren and Kieran
10.20am How can retirement living providers shape and communicate their propositions to centre around well-being?
  • With the importance of a full and rich lifestyle and what this means for Retirement Living
  • Independence, connections, simplification, a sense of purpose and living in the right place – why do these 5 elements matter so much?

Speaker: Jonty Roots, Managing Director, boomer & beyond

10.35am Wellbeing and ESG at the heart of Retirement Living – how can the sector evolve?
  • How can operators take a more holistic approach to the mental and physical wellbeing of their residents?
  • How can a strong social and activities programme improve the overall community?
  • What can operators and investors do to create developments that are socially sustainable?
  • How can developments cater for people of different faiths, cultures, ethnic backgrounds and gender and people with seen and unseen disabilities, particularly neurodiversity?
  • How can an operation be more ethically and environmentally conscious?
  • Reducing operational carbon – how can this be achieved and what measures are we seeing?
  • Where does technology fit in?
  • How can we get to net zero and what is the effect on the overall operational costs of the necessary measures?
  • How does a good approach to ESG futureproof the value of a brand, investment and lead to higher rates of customer retention?
  • What are the current examples of best practice?

Speakers: Ed Warner, Founder & CEO, Motionspot,
Anna Kear, CEO, Tonic Housing,
Honor Barratt, Managing Director, Birchgrove,
Shirley Hall, Head of Wellbeing, Research and Innovation, The Extracare Charitable Trust,
Iain Lock, Managing Director Health, Avison Young (Chair)

11.05am Coffee and Networking Break
11.35am The future of pricing – what does the research reveal?
  • Carterwood share the latest trends and market-leading research into:
  • • The factors that make sales soar at retirement living schemes, and the implications for developers and operators
  • • Elderly care home fees, with analysis of quoted fees across 9,000+ homes

Speaker: Tom Hartley, Managing Director, Carterwood

11.55am Questions for Tom
12.00pm The Future of the Care Home Market – how has it evolved and where is it going?
  • Understanding how the product has evolved – 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?
  • Where are the opportunity areas over the next decade in terms of product and location?
  • Where are the links between the Care Operator and the Retirement Living Operator and is there some blurring of the lines between the two?
  • How can this model evolve and what is the best way of delivering Care in a Retirement Living scheme?

Speakers: Helen Jones, CEO, Allegra Care,
Jeremy Richardson, Chief Executive, Runwood Homes,
Stephen Butterworth, Executive Director – Operations, HC-One,
Iain Lock, Managing Director Health, Avison Young (Chair)

12.40pm How do we create a Retirement Living Market for all with a wide range of products and care?
  • How can the high end, middle market, urban & affordable elements of housing for older people, and is creating a mixed community now desirable?
  • How much of the market is really looking to rent and is flexibility the key driver?
  • Will more people now sell their home to take a rental option & a better lifestyle?
  • What does the future of the market hold – what kind of products will providers focus on and what market are they targeting?
  • What is needed to make a mixed tenure community work?
  • What opportunities are there for Public and Private Sector Joint Ventures?
  • Retirement Living as part of Urban Regeneration - why is this area an opportunity for Housebuilders?
  • Should there be a Retirement Living Element in far more new development schemes as we look to create more mixed communities?
  • Is some Senior Housing now an attractive part of a town centre regeneration?
  • 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 is the perception of a high rise, high density Retirement Living product?
  • How can the sector now innovate and what can we expect to happen moving forward?
  • How can we deliver zero carbon, socially responsible communities?

Speakers: Nick Sanderson, Chief Executive, Audley Retirement,
Will Bax, Chief Executive, Retirement Villages Group,
Penny Hughes, Chair, Riverstone,
Paula Broadbent, Managing Director, Lovell Later Living,
Kyle Holling, Partner, Trowers & Hamlins (Chair)

1.20pm Networking Lunch Session
2.15pm How do we create a sustainable retirement living market which delivers a range or tenures, affordable products and services and a solid rental product?
  • How can modern methods of construction be used to speed up delivery times, build more sustainably, and build to a higher quality than ever before in the sector?
  • How can the sector modernise further and how crucial are ESG and Modern Methods of Construction?
  • How can we use partnership and collaboration to deliver multi tenure schemes which deliver for different sectors of the market?

Speaker: John Tonkiss, Chief Executive, McCarthy & Stone

2.35pm How can we deliver tenure reform that fits with the modern Integrated Retirement Living Model?
  • What is needed to reform leasehold offerings and how will this increase the robustness of the investment?
  • What kind of regulatory framework is required and how will this attract new residents to the sector?

Speaker: Michael Voges, Executive Director, ARCO

2.55pm Questions for John and Michael
3.00pm Planning, Design, Delivery & Technology
  • What should the modern Senior Living provider be designing and what are the key innovations?
  • How crucial are ESG and sustainable zero carbon developments and how can these be delivered and operated?
  • 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?
  • How do we solve the planning conundrum for the senior living property markets?
  • 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?

Speakers: Anne-Marie Nicholson, Principal, Life3A,
Jenny Buterchi, Partner, PRP,
Sonia Parol, Design Director, Inspired Villages,
Henry Lumby, Chief Development Officer, Amicala,
Iain Lock, Managing Director Health, Avison Young (Chair)

3.35pm The Care & Retirement Living Property Investor Session
  • Overview Presentation - The Key Transactions & Investments in the Care Home & Retirement Living Markets. How much activity have we seen in 2022?
  • Who are the players, where is the money coming from, and how is the market evolving?
  • Where are the opportunities from a transactional point of view looking forward?
  • 10 Minute overview from Philip Schmid, Senior Director – UK Senior Housing, CBRE
  • Followed by
  • Investor Panel Session – where is the money coming from & what is the appetite for Senior Living Property?
  • Why is ESG now so important and how is it affect investment decisions?
  • Will the demise of some traditional property investment markets benefit the sector?
  • 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?
  • 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?
  • Where do investors stand on Retirement Living Rental Models?

Speakers: Benjamin Davis, CEO, Octopus Real Estate,
Gavin Eustace, Founding Partner, Silbury Finance,
James Halstead, Director, Blackrock,
Ben Rosewall, Head of Investment - Later Living, Legal & General Capital,
Kyle Holling, Partner, Trowers & Hamlins (Chair)

4.15pm Closing remarks and summary from the Chair
4.20pm Close of Conference followed by The Annual Retirement Living Property Sector Drinks