Care Home, Greater 10% Assured Returns for 10 Years Purchase from £36,000 cash input

Clifton Moor Care Home Fascia design by Shack Architecture

Introducing... Clifton Moor Care Home

Clifton Moor Care Home offers the opportunity for Highlights individuals and businesses to purchase bedrooms within this • 35% SOLD OUT in 10 days highly sought after high quality nursing and dementia facility • 10% Assured returns for 10 years in . With 70 beds, Clifton Moor will • Purchase Price £90,000 quickly become a necessity for local authorities and primary • Optional 125% (£112,500) developer buy-back after care commission teams. 10 years As an exclusive offer to Wealth Invest clients, the developer has agreed to increase the deferred funding option to 60% of Exclusive Offer for Wealth Invest Clients the purchase price allowing for individuals to purchase whole • Rooms available for only £36,000 cash input rooms from as little as £36,000 cash input. • Interest free developer deferred payments up to £54,000

2 3 Wealth Invest ROI Exclusive Limited Offer Wealth Invest are able to offer their clients a higher level of developer Calculator As an exclusive offer to Wealth Invest deferred payment for a limited time clients, each room at Clifton Moor only. Years Cash In Assured Returns Developer Deferred Balance ROI (Return on Investment) is calculated using the Care Home is available with developer (10%)* Payments This enables clients to purchase for a following formula: deferred payments for up to £54,000. £36,000 lower cash input and allows for a much (Returns from purchase + buyback - Cost of purchase) This means you can now purchase a higher overall Return On Investment. 1 - 3 £3,600 p.a. £3,600 p.a. £0 p.a. Cost of purchase whole room at Clifton Moor for just 4 - 10 £9,000 p.a. £6,171.43 p.a. £2,828.57 p.a. £36,000 cash input. Using this calculation we can work out the following for * Years 1-3 calculated on cash input. Years 4-10 calculated on full purchase price. Standard Exclusive the deferred payment option at Clifton Moor: ROI with Buy-Back at year 10 = 267.5% Offer Offer Total return (£132,300) - Total cost (£36,000) Purchase Price £90,000 £90,000 Total Cost of purchase (£36,000)

Alternatively, purchasers have the Cash Input £50,000 £36,000 option to pledge the full amount and Year Cash In Assured Returns Therefore, the cash ROI on the deferred payment option is (10%)* Deferred £40,000 £54,000 benefit from the full fixed returns Payment (£132,300 - £36,000) ÷ £36,000 = 2.67. from day one. £90,000 Total Return £38,000 £19,800 To get this as a percentage of the original cash input, Over 10 Yrs ROI with Buy-Back at year 10 = 125% 1 - 10 £9,000 p.a. the answer is multiplied by 100 returning an ROI of Buy-Back After £112,500 £112,500 10 Years 267.5%. Total ROI % 201% 267.5%

4 5 The Care Industry in the UK Clifton Moor Care Home is servicing In a study by the UK Government it was Future care home demand is expected a growing demand created by a confirmed that215,000 people were in to increase by around 40,000 new necessity for high quality nursing and residential care – 124,000 of which were places by 2020. During this period, dementia care facilities both locally and local authority funded and 81,000 in independent sector provision is nationally. self-funding care. expected to increase as demand for public sector places declines. The UK’s average population is getting A specialist Care Home Construction £14.5 16.4% of the UK population older and care for the elderly is already Market Analysis commissioned by MBI Following recommendations made in Billion worth £14.5 Billion to the economy Consulting UK Ltd (project developers) the Dilnot Report, funding reform for revenue generated through is currently over the age of every year (AMA Research Ltd), the and conducted by AMA Research is adult social care will be implemented the care home industry in the majority of which is funded by the available on request. under the Care Bill in 2016 and 65 years old. UK every year. government. Estimates from the Office includes a cap on the amount an of National Statistics (www.ons.gov.uk) This report outlines activity within individual will have to pay to meet their suggest that 1 in 4 people will be aged the UK Care Homes market including assessed social care needs during their 65+ by 2050, representing a 56.3% supply and demand as well as upcoming lifetime – to be set at £72,000. increase from 2012, and a total of 8 regulatory reforms along with other million people will be aged 80+ by the aspects of the industry. A summary of Much of the existing care home stock 1 in 4 8 Million same year. their findings is thus: is sub-standard and requiring further People in the UK will be people in the UK will be aged 80+ investment and expansion over the aged 65+ by 2050. by 2050. coming years to meet CQC guidelines. Source: AMA Care Home Construction Report 2013-2017 6 7 Council &

Tyldesley is a town within the regarded as one of the best councils Wigan Council have partnered with MBI of Wigan in in the UK for health & social care for the construction and operation of Dovestone Reservoir, Central Manchester Greater Manchester, which occupies commissioning. care and dementia facilities within the an area north of Chat Moss near the region. The research conducted by Wigan foothills of the west Pennine Moors. Council indicates that from their They are supporting with planning applications and ensuring that the The main surrounding towns include current 300,000+ population, 9.5% relevant services are offered in the right Wigan (7.7 miles to the west), (5 suffer from a long term disease or areas. miles to the north) and Manchester (9 illness, whom will require residential Greater Manchester miles to the west). nursing care of some description. The area is rich in country parks, There are 7 care services within a 10 Spanning almost 500 sq miles in As recorded in the 2011 census, the Away from the main city centres, there flowing streams, and green fields mile radius of Clifton Moor Care Home, the North of , Greater population of the county was 2.68 is an increase in elderly population. creating the picturesque landscape 3 of which are currently failing on one Manchester includes such vibrant million and growing, of this total, In Wigan alone the population of surrounding Clifton Moor. or more CQC standards. boroughs as Manchester, , 389,749 are aged 65+. people aged 85+ has increased by an Wigan Council have well established Source: UKCASS Report - Clifton Moor Care Home Bolton & Wigan. Source: 2011 Census astonishing 24% since 2001. links with NHS primary health commissioning in the area and are

8 9 Bedroom design by Shack Architecture Clifton Moor Care Home

Clifton Moor Care Home offers There will be 8 large and comfortable a high quality of care services lounge areas for residents to relax in as for residents throughout its 70 well as 5 dining areas. bedrooms. Clifton Moor Care Home also includes The care home will be completed to a coffee lounge, craft room, internet dementia standard with all rooms cafe and therapy room to enhance the comfortably exceeding the current experience of all residents. government sizing guidelines for rooms of this type. The on site Hair & Beauty Salon offers residents the opportunity to be pampered by the trained staff.

All bedrooms are fully furnished and include: • Purpose built bed • High back comfortable chair • Wardrobe, Chest of Drawers & Bed Side Table • Flat Screen TV • Nurse Call System • Telephone and Internet facilities • Neutral Decor to suit residents’ own furnishings 10 11 Innovative Design by

The proposed site is bounded by Alma The design for this new facility has been All external faces of the building adjacent “Street to the east and Elliot Street to the carefully considered and is a direct result to Elliot Street and Alma Street are north. The southern boundary has an open of the detailed analysis of the site and its populated with public spaces rather aspect over former railway sidings and history. The design concept that we have than private rooms to ensure privacy for green space whilst the western boundary pursued is that of a modern, thermally all residents. This also ensures that the is adjacent to domestic gardens. The site efficient care facility gathered around courtyard garden becomes a peaceful and was originally home to Dean’s Reed Works, a central courtyard garden which is safe haven for both residents and staff. a factory making reeds and healds for accessible from all parts of the building. looms in the local cotton mills. The area All bedrooms have been carefully placed to The external appearance of the building has an industrial heritage which has been ensure that residents have views of either is contemporary in style but picks up slowly eradicated as time has passed. The the gardens or the green space to the south. references from the buildings around the historic maps show a series of industrial No bedrooms look out onto surrounding site in its use of brick and render, whilst uses around the site and the area was streets. the metal pitched roof is a reference to characterized by cotton mills, engineering the industrial legacy of the site and the works and the railway serving the local surrounding area.” colliery. All are now gone and the only faint Antony O’Toole, SHACK Architecture traces remain in the landscape.

12 13 Assistive Technology

One of the main problems facing To combat this, Clifton Moor will utilise The following equipment has been those working within the care cutting edge technology as a valuable suggested for installation in Clifton industry is the excessive amount tool in assisting those responsible for Moor Care Home: of time required completing care. This assistive technology will never paperwork to report activity at all replace hands on care but will increase • Interactive points around the facility levels within the care home. the amount of time available for actual for staff reporting. care work by the staff in each home. While this regulation is imperative to • Pressure pads around key areas of successfully operating a care facility, By combining these technologies, each the facility to register each resident’s the nurses and caring staff are often home is able to keep a comprehensive activity. overloaded with an abundance of record of each resident’s activity and the • Central database recording all paperwork following each simple task. members of staff involved at each stage. activity around the facility in real As a result of this, they are finding it time. increasingly difficult balancing this with their main role of providing high quality care for all residents.

14 15 Working in partnership with Dementia UK

Having established a great working As the freehold owner, MBI charge an We’re thrilled that MBI has decided to relationship with Dementia UK, one of annual ground rent of £99 to the owner “generously donate its charges to Dementia the UK’s leading dementia charity, MBI of each bedroom’s leasehold title. MBI UK, and are very grateful to staff at the Care Home Management is committed Care Home Management donate 100% organisation who are taking part in a to helping the charity in reaching its of the total raised from these charges to number of exciting fundraising challenges. goal to have 200 Admiral Nurse posts by support Dementia UK’s ongoing efforts The funds raised will go towards developing 2016. in running this incredible charity and Admiral Nursing, a vital source of support making more Admiral Nurses available to thousands of people affected by dementia Currently celebrating its 20th year, to families who need them. in the UK. We’re also glad to be able to Dementia UK supports Admiral Nurses, offer Admiral Nurse expertise so that staff specialist dementia nurses who give In return, Dementia UK is committed to at MBI can continue to deliver such high practical and emotional support to assisting MBI Care Home Management quality care.” families affected by dementia. with staff training and specialist care Hilda Hayo, Dementia UK & consultancy for all care facilities by MBI Care Home Management experienced Admiral Nurses. Dementia Ambassador

16 17 Experienced & Professional Operation overseen by MBI Care Home Management The Board

Clifton Moor’s operation is to be By overseeing the operation under overseen entirely by MBI Care the same umbrella of companies, MBI Hilda Hayo Ian Pearce Hamish Hayes Home Management, a specialist Care Home Management provide the Our Dementia Ian is currently the From working at team of highly trained and developer and leaseholders with full Ambassador, Hilda, Managing Director every level of the experienced individuals with the financial control allowing for future sale has been a nurse for of Protomed, the UK health and social single unified goal of creating the without the complication of long leases 33 years and prior UK’s largest provider care industry. His very best nursing and dementia with external operators. to joining Dementia of monitored most notable work care homes with secured funding UK, Hilda was Director of Nursing, medication dosage systems. By working has been as an advisor and consultant from local authorities. This ensures For more information on MBI Care Quality and Professional Development closely with Protomed, MBI Care Home for care homes nationwide, ensuring consistency with the highest quality Home Management please contact your at Northamptonshire Healthcare NHS Management will have access to cutting high standards across the industry. of care throughout all of our care sales agent. Foundation Trust. Hilda has a wealth edge medication management systems He also established Think Dementia facilities and removes the risks of clinical experience in a variety of in addition to regular industry leading and personally screened health care undertaken with a completely settings. She also has a variety of high consultations regarding pharmaceutical providers to ensure the best possible external outfit. level qualifications in the field. legislation and compliance. care provisions are met.

18 19 Feasibility study and Valuation by Savills

With over 500 offices worldwide, Savills have conducted a thorough Savills Key Facts Savills is one of the largest global valuation of Clifton Moor Care Home • Founded in 1855 real estate services providers explaining, in detail, the anticipated • The Times’ number one property offering a broad range of specialist value of the care home and expected industry employer for the advisory, management and value at each stage of the build process. last 6 years transactional services to clients all over the world. They have also included an in depth • Major presence in Americas, Europe, feasibility study which outlines the Asia Pacific and Africa benefits of the area and type of home as • The UK’s leading agency group by well as detailing the rising demand for turnover such a facility. • Broad range of specialist advisory services

20 21 Reviewed by KPMG

Officially formed in 1987, KPMG KPMG have been engaged by MBI is one of the largest professional to assist in the understanding of the services companies in the world and project, covering areas such as stamp one of the big four auditors. They duty, income tax & capital appreciation. provide audit, tax and advisory services to some of the biggest If you would like to view their report companies across the globe. on the tax related aspects of projects of this nature, please speak to your sales consultant.

www.kpmg.com

22 23 Through its ideal location and high quality services, “Clifton Moor Care Home will provide a valuable service which will be greatly received in the local area by both residents and the council alike” Hamish Hayes - UKCASS Specialist Care Consultancy by UKCASS UKCASS provide support and guidance to providers of health and social care in England and Wales and have been appointed as Specialist Care Consultants on the Clifton Moor project.

As specialist care consultants, UKCASS have provided a detailed insight into all aspects of creating the care home including:

• In depth advice on fit out specifications • Levels of care required

• Ensure full CQC compliance • Procurement of equipment

• Competition analysis • Local authority requirements and liaison

• Local area analysis • Correct fees

24 25 To check availability, ask any questions or reserve a room please call the Wealth Invest team on: 020 8940 7000

Bedroom design by Shack Architecture Email: [email protected] Purchase Process Write: Wealth Invest, 2 Eaton Gate, I always look for a unique angle to help my Belgravia, London SW1W 9BJ. “investments outperform in the medium to long term, in this case it’s our ageing demographics as Purchaser selects their desired unit Unit title exchanged within 72 hours baby boomers head into their seventies. There’ll be and completes reservation of receipt of completed 1. 4. an unprecedented increase in the elderly population form and pays £500 reservation fee. contract and cleared funds. and, sadly, that means many more dementia Memo of sale issued to all parties. Returns paid out yearly in arrears less sufferers. With limited supply of good dementia 2. Contracts prepared, issued and 5. any developer deferred homes and rapidly accelerating demand, there’s returned with required ID. payments. only one direction for income and capital gains from this sector over the next decade or two and Remaining deposit funds paid into that’s why I’ve invested my own money into this 3. seller’s designated account project.” to complete exchange process. Graham Rowan - Wealth Invest

26 27 Clifton Moor Care Home

020 8940 7000

[email protected]

Wealth Invest 2 Eaton Gate Belgravia London SW1W 9BJ

Important Notice Nothing in this brochure is intended to be construed as advice or a recommendation by Wealth Invest Limited to any prospective investor. Wealth Invest Limited is not authorised to provide investment or tax advice by the Financial Regulatory Authority. Wealth Invest recommends that prospective investors seek the advice of an appropriately authorised or regulated financial advisor before making any investment decisions