Strategic Consultancy

Turn market intelligence into better strategic decisions

Where should you grow? Which markets should you enter? Where should you invest or even divest?

 

 

Shaping long-term growth

Carterwood helps care sector investors and operators answer the strategic questions that shape long-term growth and value. We combine proprietary market data, specialist sector expertise and rigorous analysis to turn complex market information into a clear, evidence-based strategy.

From defining a national growth strategy to making decisions about individual assets, we give leadership teams the evidence and direction to allocate capital where it can have the greatest impact.

Build your growth strategy around evidence

Ambitious growth targets need more than intuition and historic performance.

Whether you’re entering a new market, expanding an existing platform or deciding where to deploy your next phase of capital, we help translate strategic ambition into a clear and actionable growth plan.

Using Carterwood’s proprietary data and market intelligence, we can assess opportunities at national, regional and local level, identifying where market fundamentals align most strongly with your proposition and commercial objectives.

The result is a strategy grounded in evidence, with clear priorities for where to focus investment, acquisition and development activity.

Grow your portfolio

Our evidence base takes you from market strategy to capital allocation. Our approach, depth of expertise and quality of data means we can move seamlessly between the strategic and the granular. We work flexibly to analyse portfolio potential, either beginning with the whole market, identifying the regions and towns offering the greatest potential before drilling into the detail, or we can start with an existing portfolio and use asset and local market intelligence to identify the strategic choices that add the greatest value across the business.

From strategy to action

Growth strategy

Growth strategy

Defining where and how your organisation should grow

Market entry

Market entry

Assessing new regions, segments and opportunities

Target town identification

Target town identification

Identify and prioritise locations for acquisition or development

Portfolio strategy

Portfolio strategy

Determining where to invest, grow, hold, reposition or divest

Acquisition strategy

Acquisition strategy

Identifying markets and assets that best fit your investment criteria

Development strategy

Development strategy

Focusing development activity on markets with the strongest underlying opportunity

Commissioner engagement

Commissioner engagement

Engage commissioners, evidence demand and build support for new investments and developments

Capital allocation

Capital allocation

Prioritising investment across competing opportunities

Market prioritisation

Market prioritisation

Creating clear, evidence-based frameworks for comparing markets and opportunities

Strategic reviews

Strategic reviews

Testing an existing strategy against changing market conditions

Scenario analysis

Scenario analysis

Understanding how different strategic choices could affect your portfolio and growth plans

Revenue management

Revenue management

Assessing pricing strategy, fee structures, occupancy dynamics to identify potential revenue upside

Sectors

Who we work with

Our strategic consultancy experience spans established healthcare real estate markets as well as more specialist and emerging areas of health, care and supported living. Our capabilities extend beyond any fixed list of sectors.

 

If you’re evaluating an opportunity, making an investment decision or tackling a complex market question, talk to our team about how we can help.

 

 

  • We have partnered with Carterwood as part of our growth for the last few years. Their data & insights help us to better understand the markets we invest in, which underpinned our investments into the UK healthcare market last year.

    Welltower

  • Working with Carterwood is a pleasure – their years of insight and experience in the care market is invaluable, as is their ‘listening’ and co-design approach

    Helping Hands

  • Carterwood has been a trusted partner since 2010, supporting everything from investment due diligence to ongoing strategic insight through Carterwood Analytics. The quality and depth of their sector data is unmatched, and their analysis plays a critical role in informing our investment decisions and capital allocation across the care sector.

    Patron Capital

  • We have worked with Carterwood for over five years and are impressed by the combination of analytical advice and practical property knowledge. Carterwood’s detailed market analysis has been of great value to us.

    Octopus Healthcare

Make your next move with confidence

Tom Hartley

Managing Director

Holly Pullinger

Advisory Director

David Jones

Strategic Advisor

Aishling Barrett

Associate

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