New Zealand Professional Investment Services Firm

Forsyth Barr

We are proud to be a New Zealand owned firm, with 21 offices throughout the country and over 300 employees. We assist personal, institutional and corporate clients providing a full range of investment services.

Forsyth Barr is a foundation New Zealand Exchange firm (NZX) and accredited market participant. We have been confirmed by the Financial Markets Authority as a Qualifying Financial Entity (QFE).

Research is the cornerstone of our advice. We have one of New Zealand's leading teams of analysts. Our global affiliations ensure comprehensive research coverage of all major investment markets.

New Zealand Professional Investment Services Firm, Forsyth Barr

Thematic (Sector/Industry)

New zealand Health care / Thematic (Sector/Industry)

<ul><li>After four turbulent years in the housing market, both generally and within the aged care sector specifically, we are broadly back to normal across the board.</li><li>House prices and housing turnover are back to trend and the aged care companies have seen their post COVID pricing buffers return to largely zero.</li><li>The aged care companies built up a massive incremental ~+20% pricing buffer in 2021, only for it to be entirely depleted (and some) through 2022/23 as they first increased unit prices then held steady in a steeply falling housing market. </li></ul>

After four turbulent years in the housing market, both generally and within the aged care sector specifically, we are broadly back to normal across the board.House prices and housing turnover are back to trend and the aged care companies have seen their post COVID pricing buffers return to largely zero.The aged care companies built up a massive incremental ~+20% pricing buffer in 2021, only for it to be entirely depleted (and some) through 2022/23 as they first increased unit prices then held steady in a steeply falling housing market. 

Aged Care Sector - Montgomerie-Ibbotson Aged Care Pricing