The Somerset Lifestyle & Retirement Village

What The Somerset Lifestyle & Retirement Village does

The Somerset Lifestyle & Retirement Village is a privately held luxury retirement community located at 163 Bizweni Avenue, Somerset West, Western Cape, South Africa, founded in 2014 and developed by Westacre Property Group. It serves over-50 retirees seeking secure, amenity-rich independent and assisted living, and offers four occupation structures — Freehold Ownership with title deeds, and Life Right Apartments, Cottages, and Villas — with property prices ranging from approximately R3.25 million for resale Life Right cottages to R11.25 million for premium freehold houses. The technical backbone combines state-of-the-art security infrastructure, SANS-compliant energy-saving construction, and a Care Centre offering 24-hour nursing and home-based care operated by Macadamia Care.

The business model blends one-time property sales (Freehold title transfer or Life Right occupancy) with recurring monthly levies that cover security, catering, external maintenance, garden services, general healthcare, and common-area management. Freehold resales contribute 25% of net profit to a levy stabilisation fund, and Life Right buyers receive capital returned plus a profit share on exit, with CPOA (Cape Peninsula Organisation for the Aged) acting as the non-profit custodian of the underlying property. Distribution is sales-led via an on-site sales office and a team of dedicated retirement property practitioners, supported by a multi-channel digital presence and scheduled show days.

The village is mid-cycle in a phased master plan, having delivered initial Freehold homes in 2014, added the Care Centre in 2018, opened Plot & Plan construction options in Phase 6 and Phase 7, and announced Phase 8 pre-launch in 2026 as the final development chapter. Recurring levy revenue from the existing resident base and continued unit sales in subsequent phases are the principal forward revenue drivers.

Name

The Somerset Lifestyle & Retirement Village

Legal name

The Somerset Lifestyle and Retirement Village

Website

https://thesomerset.co.za

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

The Somerset Lifestyle & Retirement Village is a privately held luxury retirement community in Somerset West, South Africa, developed by Westacre Property Group since 2014. It sells Freehold and Life Right properties (R3.25M–R11.25M) and provides 24-hour on-site care to over-50 retirees.

Ownership category

akta.pro rank

Product category

Retirement Living / Senior Living Community

NAICS

Continuing Care Retirement Communities (623311), Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (62331), Assisted Living Facilities for the Elderly (623312), Services for the Elderly and Persons with Disabilities (624120)

SIC

Services-Nursing & Personal Care Facilities (8050), Land Subdividers & Developers (No Cemeteries) (6552)

akta.pro primary industry

Luxury / High-End CCRCs (HLADAEAI)

akta.pro secondary industries

Luxury/Resort-Style Independent Living Communities (HLADAAAC), Luxury / High-End Assisted Living Communities (HLADABAD), Senior Living & 55+ Community Brokerage (BPAJAAAH)

Keywords

• Retirement living
• Senior housing
• Life right occupancy
• Freehold retirement property
• Retirement care services

Headquarters

HQ city

Cape Town

HQ country

South Africa

HQ region

Africa

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Personnel, Infrastructure, Marketing or Sales, Supply Chain, Others

Revenue model

1. Freehold Property Sales: Direct sale of freehold residential properties where buyers receive title deeds registered in their own names. When sold, 25% of net profit is paid into the levy stabilisation fund.
2. Life Right Occupancy Fees: Life Right purchases grant occupancy rights for lifetime with no transfer costs or VAT. No rates and taxes liability for occupants. External maintenance and building insurance included in levy.
3. Levy Payments: Monthly levies cover common facilities, services (catering, security, garden services, general healthcare), external maintenance, and common area management. Levies are cost recovery mechanisms with fixed and variable portions.
4. Resale Transactions: Resale of existing properties within the village, including Freehold and Life Right cottages and houses at various price points.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels9 records

Core offering

The Somerset Lifestyle & Retirement Village develops, sells, and operates a luxury retirement community in Somerset West, South Africa, offering multiple forms of retirement property occupation (Freehold title, Life Right Apartments, Life Right Cottages, Life Right Villas, and Plot & Plan custom builds across Phases 6 and 7). The village provides 24-hour care and assistance through its Care Centre managed by Macadamia Care, along with community amenities including The Lord Somerset Clubhouse, security services, and lifestyle programming. Recurring monthly levies cover maintenance, security, catering, healthcare coordination, and shared facility management.

Product overview

The Somerset Lifestyle & Retirement Village offers a luxury retirement living platform with multiple occupation forms including Freehold Ownership (full title deed properties), Life Right Apartments, Life Right Cottages, and Life Right Villas. The village operates through phased developments (Phase 6, Phase 7, and upcoming Phase 8) for Plot & Plan purchases, alongside resale properties. Core amenities include The Lord Somerset Clubhouse (social hub with dining and entertainment) and a Care Centre providing 24-hour nursing and wellbeing services. The Life Right option is managed by CPOA (Cape Peninsula Organisation for the Aged), a non-profit organisation with 65 years of track record.

Differentiator

Problem solved

Functional benefit

Products and services

• Freehold Ownership Full title deed ownership where buyers receive property registered in their own names under the Housing Development Schemes for Retired Persons Act of 1988. Buyers own an erf and dwelling with title deeds transferred directly to them; external maintenance, building insurance, rates and taxes remain the owner's responsibility, with 25% of net profit paid into the levy stabilisation fund upon resale.
• Life Right Apartments
• Life Right Cottages
• Life Right Villas
• Resale Properties
• Plot & Plan (Phase 6 & Phase 7) Vacant plot purchasing with custom home building options in Phase 6 and Phase 7. Buyers can purchase land and build to suit their preferences within a 6-month construction period, with customizable floor plans fully compliant with SANS energy-saving building regulations.
• The Lord Somerset Clubhouse
• Care & Wellbeing Services 24-hour nursing care and assistance with activities of daily living through the Somerset Care Centre managed by Macadamia Care. Includes home-based care services and wellbeing coordination for residents.

Quantifiable outcome

• Phase 8 pre-launch indicates ongoing development and expansion

Named customers6 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core, supporting and minor.

• Westacre Property GroupcoreStrategic or Co-development PartnerThe developer of The Somerset Lifestyle and Retirement Village. An award-winning market leader specializing in top-quality security villages in the Helderberg area. The group has received multiple NHBRC and Chamber of Commerce awards.
• Macadamia CarecoreStrategic or Co-development PartnerManages The Somerset Care Centre providing full 24-hour nursing care. Trained and dedicated staff focus on supporting residents' independence. Contact: +27 21 812 6890.
• CPOA (Cape Peninsula Organisation for the Aged)coreStrategic or Co-development PartnerNon-profit organisation with 65-year track record in caring for the aged. CPOA is the Life Right property owner for The Somerset, providing buyers with security and the unique ability to trade Life Rights with other CPOA villages.
• FeedemsupportingOthersCatering services provider for The Somerset. Manages dining experiences, events catering, and special occasions including Christmas celebrations, Mother's Day, and community bazaars.
• Western Province CatererssupportingOthersCatering company that has presented events at The Lord Somerset Clubhouse including Quattro Voci performances and themed dinner evenings.
• SAGDA (South African Guide-Dogs Association for the Blind)minorOthersNon-profit organisation providing services to visually impaired individuals through guide dogs, service dogs, and orientation services. The Somerset residents have organised fundraisers for SAGDA.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Amberglen Retirement Village: South African retirement village offering life right and full title options with on-site care. Competes in the same product category targeting over-50s seeking secure community retirement living with healthcare access.
• San Sereno (Franmara): Luxury retirement village in Bryanston, Johannesburg operated by Franmara. Comparable premium South African retirement community offering life right and full title occupation with care services, targeting the same affluent retiree demographic in a different region.
• Val de Vie Retirement Estate: Luxury retirement estate in Paarl/Franschhoek area of the Western Cape, South Africa, offering similar high-end independent living with care services. Direct competitor in the same premium South African retirement village category targeting affluent over-50s.
• Helderberg Village: Established retirement village in Somerset West/Helderberg basin operated under similar life rights / housing schemes for retired persons framework. Competes head-to-head for the same over-50s retiree segment in the same micro-market.
• Heritage Manor Retirement Village: Luxury retirement village also located in the Helderberg/Somerset West area, Western Cape. Most direct local geographic competitor to The Somerset, serving the same affluent retiree pool with similar Life Right / sectional title product mix.
• Oasis Retirement Village: South African retirement village offering life right and full title occupation options with care services. Comparable mid-to-upper market retirement community model serving the same regulatory framework (Housing Development Schemes for Retired Persons Act).
• Evergreen Lifestyle (Aevitas): Operator of multiple luxury retirement villages across South Africa (including Noordhoek, Knysna, and others). Comparable business model offering Life Right and sectional title options with on-site care, competing for the same affluent over-50 retiree demographic.

Broad incumbents

• Atria Senior Living: Large US-based operator of senior living communities including independent living, assisted living, and memory care. Useful comparable for the multi-level care CCRC business model The Somerset operates, though in a different regulatory and geographic market.

Emerging players

• CPOA (Cape Peninsula Organisation for the Aged): Non-profit operator of multiple retirement villages across the Western Cape, including Noordhoek, Lakeside, and others. CPOA is both The Somerset's Life Right property owner/partner and a competing retirement operator, providing both collaboration and competitive overlap.

Others

• Westacre Property Group (Peers in SA retirement development): Westacre Property Group is the developer of The Somerset; while not a peer to itself, the broader developer/operator landscape in South African retirement villages includes firms such as FWJK, Calgro M3, and property developers building senior living communities as adjacent competitors.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/retire_somerset
• YouTubeyoutube.com/channel/UCEHxuUxEgdSiPP3O1sN6I3g
• Facebookfacebook.com/thesomersetretirement
• LinkedInlinkedin.com/company/the-somerset-lifestyle-retirement-village

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Somerset Lifestyle & Retirement Village