Case study·Healthcare REIT

Re-tenanting risk and contingency

From a quarterly contingency review — to a live operator risk and back-up playbook

3
Contingency packs builtOne per asset on the live watch-list at pilot close
“It made contingency planning a live discipline, not a panic exercise.”
Investment Director · UK healthcare real-estate investor
UK healthcare real-estate investor·~120 care home assets across 14 tenant operators·8-week pilot·United Kingdom
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01Pilot envelope
Pilot length8 weeks
First signal12 days
First ROI50 days
Team alongside7 seats · 3 colleagues

8-week risk pilot; joined operator financials, arrears and occupancy with market operator intelligence; outputs reviewed by the investment committee secretary.

02What it owns
Reports toHealthcare Director, with the Investment Committee Secretary approving the IC-facing brief.
Owns
  • Operator risk view — weekly join of monthly returns, arrears, occupancy and CQC into one ranked watch-list
  • Contingency pack — per at-risk asset, back-up operators with regional fit, capacity and last contact
  • Escalation queue — operators trending toward distress flagged with a named asset manager and a next action
  • IC brief — source-linked re-tenanting risk and contingency section for the investment committee pack
  • Watch-list memo — short between-meeting note when a CQC rating, arrears or occupancy line moves materially
Does not do
  • Operator termination decisions — escalated to the CIO and legal counsel
  • Direct outreach to market operators — drafts only, the Healthcare Director sends
  • CQC interpretation — surfaces ratings and inspection notes, does not grade compliance
Done looks like

The IC opens a brief that already names the at-risk operators, the back-up options and the asset manager on point — not a deck rebuilt the week of the meeting.

03The team
AI teammates3
EvaJoins operator monthly returns, arrears and occupancy with CQC ratings into a weekly operator risk view for the asset managers.
DanielMaintains a contingency pack per at-risk asset — back-up operators from the market CRM, regional fit, capacity and last-contact note.
SarahDrafts the source-linked re-tenanting risk and contingency section of the IC pack and the watch-list memo between meetings.
Human team7
  • Chief Investment OfficerLeadership
  • Healthcare DirectorHealthcare
  • 4 Asset managersAsset management
  • 2 Finance analystsFinance
  • Legal counselLegal
  • Portfolio analystInvestment
  • Investor relations leadInvestor relations
04Connected stack
ExcelNetSuiteSharePointOutlookCare Quality CommissionSalesforceMicrosoft Teams
05What it returned
3Contingency packs builtOne per asset on the live watch-list at pilot close
2At-risk operators escalated earlierCaught on monthly returns, not on quarterly review
46%IC prep time downRisk and contingency section drafted from source
  • Day 0
    Co-ordinator sessionCIO, Healthcare Director and IC secretary agreed the operator entity, the watch-list rules and the approval gates in one call.
  • Day 12
    First operator risk viewEva joined operator returns, ledger arrears, occupancy and CQC into a first weekly watch-list reviewed by the Healthcare Director.
  • Day 21
    Contingency pack template signedDaniel locked the per-asset pack format with the asset managers; back-up operators pulled from the market CRM with regional fit and capacity.
  • Day 35
    IC brief queue liveSarah pre-drafted the IC risk and contingency section; the IC secretary marked up against source for the first reviewed pack.
  • Day 50
    ROI reviewSponsor signed off on the three baseline metrics; two operators were escalated earlier than the prior quarter would have surfaced.
  • Day 56
    Pilot close-outWatch-list, contingency packs and IC brief held to the agreed approval flow; no direct operator outreach issued from the team.
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