About:
As Founding Director of the Program in Senior Housing Administration at George Mason University, Andrew Carle defined terminology and criteria for a new category of senior housing – University Based Retirement Communities™, or UBRCs™”.  Both were based on extensive research and on-site review of existing university models, including “Founding Father” communities at Indiana University and Iowa State, as well as communities at Stanford, Cornell, Notre Dame, Penn State, and the University of Florida, among others.

The "UBRC" terminology and criteria have been rapidly accepted within the senior housing industry, academic community, and by consumers. A 20+ year senior housing executive, Mr. Carle is considered the leading authority and consultant on university retirement communities, with his work featured in or on The New York Times, PBS NewsHour, NPR, The Chronicle for Higher Education, U.S. News & World Report, AARP Magazine, and The Journal on Active Aging, among others. 
​Carle Consulting, LLC is available to assist academic institutions, alumni associations, learning in retirement programs, or senior housing developers and operators considering the addition of, or seeking to improve upon an existing university retirement community.

               Contact:
    info@carleconsulting.com
         Or (703) 835-0961

​
​Solutions for the
Seniors Industry

Principle "UBRC" Services:

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Project Assessment: 
“UBRCs 101: What You Need To Know”
Audiences:  University Boards, Presidents and Executive Staff, Deans/Dept. Chairs/Directors, Alumni Groups, State legislators, Senior Housing Developers/Investors. (90 minutes)

This nationally recognized presentation provides an overview of the information most needed to assess the addition of a retirement community on or near a campus, including:
  • Background and history of university retirement communities
  • Demand drivers, both current and future, for such communities
  • Review of existing national models
  • Specific benefits to the academic institution, providers, and consumers
  • Current issues in development and management of UBRCs
  • Review of the 5-criteria model for developing a “next generation” University Based Retirement Community (“UBRC”)
  • Questions and Answers
In addition to the presentation, and at the request of the institution, "UBRCs 101" includes a campus tour to identify/review land availability, programs, and university resources applicable to UBRC development. Additionally includes a post visit/presentation follow up report and recommendations. 

Site Selection and Partnership Formation:
Audiences: University Boards, Presidents and Executive Staff, Senior Housing Developers and Operators.  

Assistance and/or Project Advising related but not limited to:
  • Pre-screening (scorecard) identification of academic institutions offering best UBRC opportunity
  • Project feasibility and recommended model/continuum of services
  • Site location, selection, and recommended acquisition strategy
  • Identification, introduction, and partner initiation between senior housing and academic institution decision makers 
  • University assistance in RFP design, solicitation, and developer/operator selection, as needed
  • Partnership structuring to maximize shared services, economies of scale, and unique marketing opportunities

Project Development and Program Implementation:
Audiences:  University Deans/Department Chairs/Directors, Senior Housing Operators.

Assistance/direction in developing and implementing "Student-to-Community" and "Resident-to-Institution" programs, including:
  • Inventory and assessment of institution curricula, programs, services, and offerings
  • Review/recommendation of “Best Practices” from current university retirement communities
  • Academic unit meetings and coordination
  • Development of “Letters of Agreement”
  • Program Implementation/Promotion