DIGITAL EDITION Saturday Issue 108 | Why For Purpose is building when others won’t Click here Lauren Broomham 26 Sep 2025
DIGITAL EDITION SATURDAY Issue 108 Opinion: Can the sector build new homes again? Only with courage Valuations are peaking. Demand is surging. But new builds? Still scarce. For all the talk of improved balance sheets and capital flowing back into the sector, the pipeline of aged care homes is anaemic. Outside a handful of metro projects, very... Click here Lauren Broomham 26 Sep 2025
DIGITAL EDITION SATURDAY Issue 108 Retirement villages face new legal tripwires in the care era As operators push deeper into aged care, every promise – from “ageing in place” to cyber safety – carries rising liability. Only three in 10 Australians die in their retirement village, with most still ending up in residential aged care. For... Click here Lauren Broomham 26 Sep 2025
DIGITAL EDITION SATURDAY Issue 108 Valuations peak, costs climb: Why For Purpose Aged Care is doubling down on new builds For Purpose Aged Care CEO Matthew Filocamo is blunt: valuations may be at their peak, but the sector can’t stand still. While higher book values have boosted borrowing capacity, Matthew says the real challenge is rising construction costs... Click here Lauren Broomham 26 Sep 2025
DIGITAL EDITION SATURDAY Issue 108 Is the DMF heading for extinction? For decades, the Deferred Management Fee (DMF) has been the bedrock of retirement living. Simple in theory – residents defer part of their payment until exit, allowing operators to keep entry prices lower – it has long underpinned how villages... Click here Lauren Broomham 26 Sep 2025
DIGITAL EDITION SATURDAY Issue 108 Land lease: How a $23M clubhouse paid for itself When GemLife opened the doors to its flagship three-level Gold Coast Country Club last month, they delivered one of the most luxurious amenities the sector has ever seen – and one that more than paid its own way. GemLife’s $22.9 million Gold... Click here Lauren Broomham 26 Sep 2025
DIGITAL EDITION SATURDAY Issue 108 Valuations in flux: what’s driving retirement living, aged care and land lease values in 2025? The valuations conversation in seniors’ living has never been louder. With global capital flowing into land lease, listed groups circling aged care, and retirement village contracts evolving, the question for investors and operators alike is: what... Click here Lauren Broomham 26 Sep 2025
DIGITAL EDITION SATURDAY Issue 108 Location, location, care: why workforce is shaping feasibility as much as demographics For decades, developers opened feasibility studies with the same equation: land supply, demographics, and demand. But in 2025, a new factor is overtaking them all: the workforce. At DCM Group’s recent Conversations at the Wharf event in Melbourne... Click here Lauren Broomham 26 Sep 2025
Opinion AN-ACC funding clawback kills investor confidence – and beds I warned of serious consequences from the Government’s decision to claw back AN-ACC funding. This week, the fallout is plain: investor confidence has been smashed, and the promise of new aged care beds is evaporating before our eyes. Regis’ shock earnings downgrade on Monday tells the story. Click here Lauren Broomham 25 Sep 2025
Aged Care Govt forecasts 4,000 new beds for 2026-27 but will AN-ACC funding drive new builds? The Federal Government is forecasting 4,000 new residential aged care beds to come online in 2026-27, but questions remain whether the sector can keep pace with demand as Australia’s over-85 population surges. A spokesperson for the Department of... Click here Lauren Broomham 25 Sep 2025
Aged Care Breaking down silos: Whiddon’s regional pilots are transforming aged care Six 12-week Collaborative Health Care (CHC) Initiative pilots are now live across regional NSW, bringing aged care providers, hospitals, insurers, and Government agencies together to tackle some of the biggest pressure points in health and aged care. Click here Lauren Broomham 18 Sep 2025
Opinion Would you invest in a business with zero margin? The latest AN-ACC prices and weightings, released late last Friday, confirmed what many feared: after an initial uplift, the clawback has begun. Operators who saw gains since AN-ACC’s 2023 launch now face funding being stripped back. Click here Lauren Broomham 18 Sep 2025
Government Policy Government confirms AN-ACC price rise and 42% hotelling supplement boost The Albanese Government has confirmed new funding increases for residential aged care from next month – including a significant 42% jump in the hotelling supplement. From 1 October 2025, the Australian National Aged Care Classification (AN-ACC)... Click here Lauren Broomham 12 Sep 2025
