UK Healthcare | London, the caring Capital

UK Healthcare | London, the caring Capital

 

IN THIS ISSUE:

  • Tom Morgan, CBRE Head of Healthcare examines recent trends across the London Healthcare sector.
  • We summarise, via statistics, the Capital’s changing acute hospital market  and the elderly care market in London highlighting the undersupply of beds and the opportunity for providers.
  • We interview the key players:
    Andreas Ludowig, CEO of Schoen Clinic shares his views on London and explains why the German group has invested in Marylebone.
    Simon Reiter, CFO of The London Clinic talks about growing international client groups, working with the NHS and the changing shape of private hospital care.
    Laurence Geller, CEO of Innovative Aged Care explains how a different approach to dementia care and customer service can work in London.
    Tom Ball, CFO of Signature Senior Lifestyle describes the challenges faced before successfully securing a central London presence. 

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The Property Perspective | Alternatives |  H1 2018

The Property Perspective | Alternatives | H1 2018

 

We are pleased to launch The Property Perspective: Alternatives

KEY TAKEAWAYS

  • With the income stream offered by Retail, Offices and Industrial shortening and becoming more volatile over the last 20 years, investors seeking a “traditional, bond-like” property return can arguably now only find this in the Alternatives sector
  • But the Alternatives sectors offer so much more than this to investors eager to achieve higher returns by taking on direct or indirect operational exposure
  • Alternatives are poised to benefit from the myriad forces of disruption – political, social, technological – that are buffeting all markets, including real estate; to some extent all are protected by tight supply, strong covenants, and broad and deep pools of occupational demand
UK Healthcare | bucking the late cycle trend?

UK Healthcare | bucking the late cycle trend?

 

IN THIS ISSUE:

  • Diverging investment strategies are creating opportunities for super-secure long income as well as owner occupiers seeking to divest. The two can also combine to optimise sale proceeds. Page 3
  • A strong start to 2018 with transactions across supported living and elderly care homes in particular. Investor demand for net leased stock remains with forward funding to the fore. Page 4
  • Interview: Retirement Villages – Andrew Ovey, Head of Healthcare, AXA IM – Real Assets which acquired UK platform, Retirement Villages Group in 2017 discusses investment and development. Pages 5-6
  • Interview: Civitas Housing Advisors – Tom Pridmore, Director of listed Supported Housing REIT with over 2,600 individual tenancies across the UK discusses the aim of becoming  the first £1bn platform in the sector. Pages 7-8
  • CBRE UK Healthcare team highlights current trends and opportunities in the Healthcare sectors across the UK regions. Page 9
  • Central London care home and retirement housing market analysis – Dr Nadine Upton, CBRE Healthcare research and analytics, looks at the current supply dynamics of the central London care home and retirement housing market with surprising results. Pages 10-11

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UK Healthcare – at the heart of a global market | The CBRE Healthcare Investor Survey

UK Healthcare – at the heart of a global market | The CBRE Healthcare Investor Survey

 

We are pleased to reveal the findings of our recent Healthcare Investor Survey.
Earlier in the year we asked key players in the market what’s driving them, how they are buying, where they are buying and what returns they are expecting to achieve from different sub-markets.

KEY FINDINGS AT A GLANCE:

  • 77% of investors responding to the survey define themselves as “net buyers” of healthcare real estate.
  • Appetite for debt finance is strong, with more than two-thirds of investors deploying some form of leverage.
  • Estimated levels of equity ready to be invested in healthcare real estate range from a lowest level of £3.25bn, through a median of £7bn, to a potential maximum of £13.5bn.
  • Asset classes previously on the fringes of the market have now moved towards the core, lowering cap rate expectations substantially.
  • Yields for established core assets – private hospitals, medical centres and care homes – indicate very keen pricing, providing an excellent opportunity for asset sellers.
  • We predict that 2018 transaction volumes will totally eclipse those seen in 2017, as asset holders take advantage of unprecedented investor appetite.

For a copy of the full report, or to discuss the findings in more detail, please get in touch by clicking on the link below.

For a copy of the full report, or to discuss the findings in more detail

Contact us
Demand dramatically outstripping supply

Demand dramatically outstripping supply

 

IN THIS ISSUE:

 

  • CBRE UK Healthcare Investor Survey – We invited the top 50 investors to participate in a ‘State of the Nation’ survey. Tom Morgan, CBRE Head of Healthcare, considers initial findings ahead of launch in Q1 2018. Page 3
  • Healthcare market transaction highlights and investment volumes by sector type 2017 v 2016. Page 4
  • Interviews with:
    Impact Healthcare REIT– Listed on the Main Market as a Specialist Fund on 7th March 2017 with the acquisition of the Minster Care Group portfolio closing on 4th May 2017.
    Minster Care Group – A family-owned care home operator which has been an active participant in the UK Care Homes sector for thirty years. Pages 5-8
  • CBRE Healthcare team highlight some market trends in the Care Homes, Primary Care, Retirement Living and Childcare/Education sectors. Page 9
  • Andrew Surgenor, Senior Director CBRE Healthcare, evaluates the findings recently reported by the Competition and Markets Authority in a study into the Care Homes Market. Page 10

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