• Improve decision making with Carterwood

    We provide market-leading advisory services to the elderly care home and retirement living sectors. Our reputation is built on sector specialism, unparalleled data quality and a commitment to innovation across every area of our business.

Innovation drives all that we do

Working across elderly care homes and retirement living, we offer expert opinion based upon market leading data to enable our clients to make the most informed decisions. From our inception, we’ve provided an unparalleled market insight to underpin strategic decision making, ensuring due diligence and peace of mind while facilitating a quick and successful response to opportunities and challenges.

Our tailored advice encompasses four key types of market report. These are based around planning, performance, commercial due diligence and market intelligence. Through our Advisory services we ultimately aim to help our clients optimise their sales revenues

Left: Tom Hartley, managing director at Carterwood, at the HealthInvestor Awards 2022 winning the Property consultants of the year – capital markets award

Our expertise

Carterwood has an established and highly respected team spanning the consultancy services spectrum within the elderly care home and retirement living sector. This ensures that our advice not only considers the typical aspects of location, wealth, demographics and supply, but also includes a deep understanding of saleability and positioning. This expertise is supplemented by a market-making analytics capability, providing real-time access to a broad range of measures affecting market conditions and site suitability for any given project.

Why Carterwood?

Listen and advise

  • Let’s talk about your requirements and discuss our market analysis services for the social care sector. We can run through this on the phone, on a video call, or in person. Whatever works for you.
  • We are committed to providing the most cost-effective, quickest solution, either via our advisory services or via our digital platforms; Carterwood Analytics – Elderly Care Homes and Carterwood Analytics – Retirement Living.
  • Once we’ve agreed the best solution, we’ll provide you with a written proposal including costs, timescales and a dedicated point of contact. We guarantee prompt, clear communication at every step.

Deliver market-leading solutions

  • As sector specialists with market-leading data quality and a commitment to innovation, we’ll deliver solutions that improve your decision-making.
  • We’ll deliver our advisory services on time, within budget (based upon the initial brief) and with no hidden extra fees. We’ll then follow-up with you to establish if we have met the brief and arrange a time for a call, if required, to discuss any queries you might have.
  • If you subscribe to Carterwood Analytics, we’ll get you set up within 24 hours and then provide support as needed during office hours.

Build long-lasting relationships

  • We don’t expect every communication with a client to lead to an instruction. We’re looking to build long-term relationships.
  • Let’s stay in touch, whether it’s just to share what we’re hearing through the social care grapevine, to discuss longer term strategic plans for your business or just to catch up on market sentiment.
  • We regularly produce innovative research that analyses market trends and provides future predictions for social care. We’ll be glad to share these with you.

Powerful partnerships

  • Carterwood’s market analysis gave us essential data, insight and risk identification to assist us in underwriting our acquisition of Porthaven Care Homes. The analysis was clear, highly relevant, comprehensive and informative.

    Fremont Realty Capital

    Ashminder Singh, Principal

  • Carterwood’s expertise has been invaluable to us, defending planning need cases from beginning to end with experience and specialist care sector knowledge. Their representation, support and liaison skills during the planning appeal process are excellent and we are pleased to work with Carterwood as a consultant of choice.

    Guild Living

  • We have commissioned a number of Carterwood staffing reports and have been really impressed with the research and quality of data. The staffing report has really helped our decision making at senior management/board level.

    Greensleeves Care

    Chris Doherty, Chief Financial Officer

  • 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

  • Giving our members access to Carterwood’s excellent market insight will be beneficial to all.


    Michael Voges

  • Carterwood’s knowledge of the retirement living sector means they are a trusted adviser to Anchor Hanover. We have worked together for the last decade and their due diligence reporting and pricing advice has helped us to deliver our growth strategies

    Anchor Hanover Group

  • Carterwood has been our trusted provider of care home market intelligence for a decade. The depth and breadth of Carterwood’s understanding of the UK care home market is particularly valuable to us.

    Royal British Legion

    Paul Gillam, Property Development Manager

  • Carterwood have played an important role in assisting us with our ambitious growth strategy. They offer personal service at all levels of the organisation, continuous report innovations and unrivalled retirement pricing knowledge, which we rely on to continue to develop our new villages.

    Inspired Villages

    Neal Dale

  • Carterwood’s expert knowledge of the planning system and specifically need assessments gives us assurance that our application will be supported with market-leading expertise in this sector. Their need assessments have never been challenged which has contributed to us maintaining our 100% success rate at planning.

    Audley Group

    Benedict Krauz, head of planning strategy and innovation

  • Carterwood’s concise headline planning need statement provided an essential insight into the current care bed need situation, supporting us to refine our strategy and prepare for discussions with the local planning authority.

    B&M Care

    Lee Wood, development & facilities director

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