StewartBrown puts data in operators’ hands with new Retirement Living Performance Report
StewartBrown Managing Partner Stuart Hutcheon says the accounting firm is now offering retirement living operators something they’ve never had before: a dashboard containing comparable performance data to guide strategy.
In only its second year in the field, the FY25 StewartBrown Retirement Living Performance Survey showed growth in the number of operators participating with 85 retirement living operators, up from 79 operators in its inaugural survey.
“We surveyed 620 individual retirement living villages, with 43,000 units. In the survey, we’ve had an increase of participation in the number of units, around 40% compared to last year, and around a 47% increase in the data that we're collecting in this report,” Stuart said.
Speaking at the LEADERS SUMMIT 2026, Stuart said the data is already shaping how operators think about integrating home care into their model.
“About 68% of operators surveyed are delivering home care into their villages,” he said.
“We need our home care sector to be at least getting a 10% return on revenue.”
“The really important thing about the StewartBrown Retirement Living Performance Report is the data portal, which includes a series BI tools that you can go in and compare yourself to your peers, look at what you’re doing internally and use the reporting to make strategic decisions, but also use it in your management reporting and reporting.”
Participating operators can drill into metrics including ingoing contributions, recurrent service charges, refurbishment pipelines, and the provision of care services within villages. All of which can be analysed at a postcode level.
A key benefit is that participants can use the dashboard to access governance tools and, over time, build stronger reporting practices within their organisation.
The platform allows providers to track their own performance, compare it with similar operators, and gives both management and boards clearer insight into how the business is performing.
