• Watch our recent video insight with David and Damon Ficklin from Polen Capital as they give some insight into the strategy behind the Polen Capital Global Growth Fund here

Part 2 Ageing populations mega trend


Part 2 Ageing populations mega trend

In this second video interview Gary Rollo catches up with Ingenia Communities Group (ASX:INA) Chief Executive Officer, Simon Owens to discuss the company’s strategy for profitably growing through Australia’s ageing demographics investment theme.

Every day in Australia around 650 people turn 65, and that’s going to continue for the next 30 years. So, there is a massive runway of opportunity ahead.

In Australia there’s somewhere between 2,500 and 3,000 new homes in this lifestyle space being delivered every year. Ingenia has by far the largest development pipeline with nine communities currently in various stages of development. For the year to 30 June 2020, the company sold 330 homes. This year they are tracking for somewhere between 350 and 400 new homes.

In this video Gary and Simon discuss the company’s balance sheet and how this growth will be funded.

In Part 1 of this interview Simon covers the two aspects of the Australian property market that Ingenia focus on seniors housing and lifestyle communities and holiday parks. You can watch this here: INGENIA’S HOLIDAY PARK MARKET IS BOOMING!

You can also read more about Ingenia Communities Group and the tailwinds in an article we published in November 2020:   GOOD TIMES AHEAD FOR INGENIA COMMUNITIES

The Montgomery Small Companies Fund  owns shares in Ingenia Communities Group. This video was prepared 01 December with the information we have today, and our view may change. It does not constitute formal advice or professional investment advice. If you wish to trade Ingenia Communities Group you should seek financial advice.


Gary Rollo is the Portfolio Manager of the Montgomery Small Companies Fund. Gary joined Montgomery in August 2019 after spending three years at MHOR Asset Management in Sydney as a Founder and Portfolio Manager. Prior to this, Gary was a Portfolio Manager at Renaissance Asset Manager in Sydney for six years. Before moving to Australia, Gary spent five years in London running Morgan Stanley’s Technology Sector Equity Research Team, as well as two years covering technology companies for JP Morgan.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

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