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Empowering wellness, nourishing sustainability – community development for a better tomorrow.

The following information is subject to this Non Disclosure Agreement. Kindly return a completed copy to [email protected]. Thank you.

Empowering wellness, nourishing sustainability – community development for a better tomorrow.

The following information is subject to this Non Disclosure Agreement. Kindly return a completed copy to [email protected]. Thank you.

Table of Contents

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(1) Introduction

roots wellness community real estate model

ROOTS is a mixed use eco-conscious, people-centric, intergenerational lifestyle community. Centered around community-centric design practices with a focus on sustainable structures, small footprint design and biophilic integration. Key elements are wellness programming, social underpinnings, the whole food movement and Conscious Capitalism in a modern take on the classic village.

Wellness communities have to adapt to unique socio-cultural and local environmental circumstances, which means that there cannot be a one size fits all approach when it comes to designing true wellness real estate communities. However, there remain some non-negotiables in terms of creating a true “wellness community” and sustainable, wellness-centric social underpinnings are essential. This begins with the individual, extends to the community and ultimately extends to influence global wellness trends.

This exploration of the relationships between our individual/personal wellness and community/planetary wellness can ultimately make the world a better place, beginning in our own backyard.

By integrating well-being for health, fun for a joy-filled life, arts for creativity, farming for nourishment, and education for consciousness, ROOTS brings new depths to community and wellness.

ROOTS | Community Amenities

ROOTS | Design Infrastructure

ROOTS | Guiding Principles

(2) Why a Wellness Community?

why a wellness community?

The Global Wellness Institute has been predicting and tracking sustained growth in the Wellness Real Estate Community sector since 2007 and has more recently reported a significant uptick in this sector.  

Demand for wellness lifestyle real estate and communities is the fastest growing sector in the wellness ecosystem. Consumers are seeking out healthy places to live and are willing to pay more to be a part of a more sustainable wellness community model. 

These trends have continued to accelerate in the wake of the COVID pandemic. This has been a monumental global “wake-up call” that experts predict will echo through many generations to come.

(3) Current Problem

the covid pandemic accentuated many trends, including:

  • Bringing into focus the depth of chronic disease society wide, and the systemic health challenges facing most families and especially our senior population.
  • Drawing momentum away from dense urban and suburban developments toward less populated, more communal settings, and highlighting the importance of community overall.
  • Aggressively accelerating virtual and online work environments unlocking barriers typically created by geographic constraints.
  • Demonstrated how hard it is to function in forced social separation and created pent-up demand for more meaningful human connections.
  • Accelerated consciousness around metabolic health and the importance of a healthy microbiome and strong nutritional foundations and biophilic living environments.
  • Driven wellness programming into more mainstream mediums and virtual interfaces.
  • Accentuated the need to take a more proactive approach to sustainability for people, plants, animals and the planet.

the roots wellness community model addresses this growing momentum, awareness and the associated societal challenges and shifts through a contemporary take on the classic village that sustainably blends ancient wisdom with modern technology.

2021 Market Drivers

2021 Wellness Trends

2021 Wellness Travel

Global Potential

(4) The ROOTS Solution

elements of the roots wellness model include:

  • An intergenerational community founded on community, wellness and purpose.
  • An emphasis on affordability and housing diversity with designs including small footprint homes, townhomes and lofts, and multigenerational homes.
  • Lease to buy options for workforce and low-income households.
  • A world-class biophilic wellness center interwoven with a modern social club.
  • A non-denominational place of worship.
  • Numinous Architecture underwritten by low-impact site development principles.
  • Reduced carbon footprint and sustainable biophilic building practices.
  • Leveraging technology to complement our circadian rhythms through the built environment.
  • Engaging native, water-wise landscape architecture with an interconnected web of trails and outdoor living amenities.
  • Integrated regenerative farming and horticulture practices.
  • Net-positive, all-electric, renewable energy powered by wind and solar.
  • Whole community chiller plant to provide cold water for cooling, and hot water for heating of homes, retail and commercial spaces.
  • ”Zero waste” recycling model.
  • Minimal light pollution through smart design and scheduling of public areas.
  • Foot, bike and scooter friendly design with a pedestrian only Village Center.
  • Rhythmic events and programs including weekly markets, concerts and art exhibitions.
  • Rainwater harvesting from structures and impervious surfaces.
  • A focus on natural lighting and fresh air circulation.
  • Nature preserves.
  • Predominantly timber and bamboo  structures to reduce carbon footprint of the development.

other amenities, based on context:

  • “Village Green” with amphitheatre
  • Artist Colony and galleries with resident and visiting artists and teachers
  • Community garden, greenhouses and organic farm and vineyard
  • Restaurants, cafés, grocer, and bakers featuring healthy whole food options
  • Brewery and winery featuring on-property organic beers and wines
  • Recreational amenities:
    • Lake for water sports
    • A variety of courts inc. pickleball, basketball, and tennis
    • Interspersed fields including soccer and mixed recreatioanl fields
    • Sealed and unsealed, light coloured, trails and shaded paths
    • High and low “adventure” elements
    • Salt pools and “lazy rivers”
    • Creativity centric playgrounds integrating movement with fun
    • Indoor/outdoor screening rooms featuring regular wellness talks from acknowledged experts
  • Social club that includes meeting spaces and fibreoptic network for entrepreneurs and creatives to work and mingle in private and shared spaces
  • Destination retreat and sabbatical amenities and short-term accommodations
  • Mindfulness spaces and seating areas interwoven into the landscape
  • Wellness Hotel featuring Spa with Ayurvedic Treatments
  • Retirement and Assisted Living and “longevity center”
  • A “Waldorf” school for residents and surrounding communities
  • An integrative wellness clinic featuring a multi-dimensional group of integrative “wellcare” providers
  • Virtual programming community

ROOTS | Amenities & Design

ROOTS | Guiding Principles

What makes ROOTS unique?

Studies | Positive impacts of wellness real estate

highlights of the roots model that can directly contribute to health outcomes and impact healthy lifestyle choices include:

  • Each resident will be offered a full Lifestyle and Health Appraisal by the Wellness Center team which will be the basis for initial recommendations, protocols and continuing support. Learn More
  • Residences and community buildings will be consciously designed to reduce exposure to toxic elements with healthy choices in construction materials, choosing locally sourced natural, recycled or sustainable products wherever possible.
  • A focus on minimizing harmful outputs, optimizing filtration systems, reducing EMF, encouraging natural light and ventilation
  • Installing geothermal heating/cooling systems, solar systems for power and hot water, and wind energy to complement the solar.
  • Organic produce will be grown in the community and there will be an emphasis on providing healthy nutritional food choices and grocery options for the residents and guests.
  • Making movement the default option with smart infrastructure and neighborhood design which promotes walking and biking through convenient and accessible paths and lanes.
  • Providing attractive and natural public recreation spaces, interconnected paths and walking/biking trails, aquatics options, outdoor courts, fields and activities that encourage engagement and interaction among community members.
  • Promoting better sleep, rest and stress reduction by reducing commutes, encouraging movement, conscious lighting choices in residences and community buildings, and conscious sound attenuation throughout the development.
  • Promoting native plants and landscaping, edible landscaping, refraining from chemical fertilizers and pesticides.

(5) The Business Case for ROOTS

the business case for a true wellness community model

Valued by the Global Wellness Institute at $119 billion in 2015 Wellness Real Estate grew to an estimated $275 billion by 2020, significantly outpacing general economic growth. In 2020 Wellness Real Estate recorded 22% growth, despite a 2.5% shrinkage in overall construction output.

Wellness Lifestyle Real Estate principles provide established economic foundations for a Wellness Community, but the addition of a true wellness center and functional social club creatively elevates the potential for long term annuity streams and enhanced Return On Wellness (ROW).

Properties in the wellness sector can command price premiums of 10–25%, sometimes ranging from up to 55% due to high demand and insufficient supply. These improved returns and accelerated transaction timelines extend across the global Wellness Real Estate Community. Examples in the U.S. include:

  • U.S. based real estate developers have shown premiums for wellness-branded, single-family homes returning 5-35% more than average (most reported the higher side of that range).
  • Investors have also seen  a 7-10% premium for wellness rentals.
  • Resort operators have seen a 15-30% average daily rate premium for wellness-branded hotels. 

Developers also reported that “well-homes” sell far faster than their traditional equivalents” (GWI Research now suggests 10-25% faster).

business model

The ROOTS Wellness Community real estate model is both an OPCO and PROPCO opportunity, founded on long-term financial viability which will be underwritten by a breadth and depth of income and annuity streams.

ROOTS is predicated on providing a unique solution for each demographic/geographic opportunity and isn’t a formula that must be always put in place in its entirety.

Income will potentially come from:

  • Real estate sales 
  • Resales/reconveyance fees
  • Services and income from company held businesses
  • Commercial leases and rents
  • Homeowners Association Dues
  • Special Purpose Taxing Districts?
  • Short and long-term rental income
  • Continuing Care Community income stream
  • Membership Fees and Dues
  • Fee-For-Service
  • Conferences and retreats
  • Events such as concerts and festivals
  • Destination Wellness
  • Courses – both onsite and virtual
  • Consulting on sustainable community development and enhancement
  • Fundraising and Grantseeking
  • Angel Investors

Business principles, market characteristics and values (competition, diversification, entrepreneurship, innovation, and a focus on the bottom line) need to co-exist and work with values on which this community model is based.

The core business model includes two key elements:

  1. An operating strategy that includes internal organizational structure and external partnerships that are crucial for creating the communities intended impact; and,
  2. A resource strategy that defines where and on what terms the organization will acquire the resources (financial and human) it needs to do its work.

The premise of this model is the balancing the generation of both social value (measurable impact, measured as Return On Wellness) and economic value (revenue, measured as Return On Investment).

What makes ROOTS unique?

ROOTS Brand Identity 

ROOTS Economic Model

proposed phasing

Please note that this is for demonstration purposes. In cases where the developer has other product segmentation in place, ROOTS can fit into that model.

phase 1:

  • Construction of Independent Residences and Small Footprint Housing and Townhouses
  • Trails and Outdoor Amenities inc, parks and outdoor recreational areas
  • Town Center comprising of:
    • “Town Square”
    • Wellness Center
    • Aquatics Center
    • Social Club
    • Grocer
    • Cafe
    • Commercial and retail enterprises
  • Organic Farm Startup 
  • Organic Vineyard Startup

phase 2:

  • Additional Independent Residences, Small Footprint Homes and  Townhouses
  • Additional Trails and outdoor amenities
  • Additional Town Center elements:
    • Artists studios and gallery space
    • Restaurants
    • Additional commercial elements
    • Additional retail elements
  • A continuing care retirement community 

phase 3:

  • Wellness Retreat Short Stay  Accomodation
  • Town Center additions comprising of:
    • Restaurant/s
    • Baker
    • Brewery
    • Winery
  • Research and Development facilities including Core Lab
  • Entrepreneurship activities and start-up incubator

ever-increasing demand for wellness real estate

Based on an extensive study conducted recently in the U.S. by American Lives it was determined that:

    • 25% of respondents, profiled as “Lifestyle Enthusiasts”, were very interested in living in a wellness community either full time or part time.
    • Interest did not correlate to income, age, education, or gender, beyond a $75k annual income threshold.

internationally, recent surveys demonstrate that healthy home features are in high demand and as a subset and early indicator, homes with green certification labels and energy-efficient features have achieved sales premiums of up to 10% in countries around the world over the last 10-15 years.

Proposed ROOTS Project Timeline

Available upon request.

Social Club Launch & Marketing Plan

Available upon request.

Basic Social Club 6-year Proforma
 

Available upon request.

Integrative Clinic Launch & Marketing Plan

Available upon request.

Basic Integrative Clinic 6-year Proforma

Available upon request.

(6) The ROOTS Team

Grant Gamble

principal | concept & business lead

Having operated in the fitness, wellness and healthcare realms for the majority of my 30+ year career, I have witnessed a significant shift in thinking around what constitutes true systemic health and wellness and how to achieve it on a scalable level.

In 1997, I was contracted to oversee the development and construction of a large integrative wellness center on the East Coast of the U.S. This first large, integrated wellness center became a benchmark for future wellness centers, and healthcare integration initiatives nationally. 

What followed was a 22-year journey leading teams in the development of campuses, clinics, and programming models that integrated fitness, wellness, healthcare and community. These projects spanned from the U.S. to Australia. Campuses incorporated seemingly disparate elements from world class aquatic facilities to medical campuses; kids’ recreational facilities to cardio pulmonary rehab programs; physician referred exercise programs to adventure ropes courses; physical therapy groups to extensive mind body programs; concierge medicine to social clubs; summer camp programs to Chinese medicine clinics; Japanese Bath Houses to Hyperbaric Oxygen Therapy clinics; Integrative Health Clinics to online collaboration platforms. 

Several of these campuses included mixed use developments combining residential, commercial, retail and leisure elements in settings ranging from urban to suburban locales. When these elements were effectively blended they blurred the lines between healthcare and self-care and served their local communities in significant and measurable ways. 

These campuses actively engaged all ages from the cradle to the grave and enjoyed extraordinary penetration into the communities they served. They were also incredibly resilient and financially successful.

The various combinations of these elements, learnings, demographics and geographic locations clearly demonstrated to me that systemic shifts in wellness metrics must start in our own backyard. It also became clear that melding wellness into a community required a blend of art and science. Developing a conscious, sustainable community model that could drive functional wellness could only be achieved with a talented team driven by genuine purpose and a solid financial model.

Since July 2019, I have focused my attention on the lifestyle real estate market and the community wellness space developing a village model based upon experiences gleaned from the last two decades and today’s best practices evolving across the spectrum of elements blended into this plan.

I currently sit on two Global Wellness Initiative panels. One is the Wellness Communities and Ral Estate Initiative, and the other is the Workplace Wellbeing Initiative. Both of which inform me constantly of the opportunities and impetus in the wellness space.

My commitment to this project is unwavering, and the team I have assembled to exact this vision is without parallel. My website and recent book, “The Affinity Principle”, will give you a sense of my leadership style and demonstrate one of the key tenets of the community model I am proposing, and that is putting “People First, Always”.

Relevant Articles by Grant Ian Gamble:

“What Does a Healthy Community Look Like Beyond COVID?”

“How to Achieve the Ultimate State of Wellness”

Wellness Real Estate Return On Wellness (ROW) = ROI

Does Our Built Environment Affect Our Relationships?

Teri Slavik-Tsuyuki

senior consultant

Teri is the founder of tst ink and works with developers, designers, and planners to build community vision and create brand experiences that matter. Teri’s mission is to motivate everyone to see the “so what factor” in the little things and turn those observations into places and experiences that make the world a better place. Teri has had the honor of sharing her passion as an engaging public speaker and facilitator on big stages at numerous national events and in custom-designed focused workshops.

Teri is forever curious about the intersection of people and place, and how each reflects and defines the other.

Sharing her experience building and bringing to life some of the most valued, recognizable and top-selling community and resort brands, Teri collaborates with a diverse group of place makers and community creators.

Teri is inspired by the unexpected little things of the day-to-day. She looks for connections between those things and why they matter – to people. That meaningful inflection point is fuel for innovation. Teri’s work is powered by that fuel to create brands, stories, solutions and communities. Places that matter to the people who will live there, and those responsible for creating them.

For more than a decade Teri was the CMO at Newland, and the architect of the brand in 25 markets, with the #1-selling community in the nation, and five in the top 15.

Before that she founded and led an award-winning creative design agency in Canada that handled Intrawest’s vacation ownership resort development business for 10 years and helped launch a few start-ups.

Teri’s Affiliations & Awards

  • Global Wellness Institute: Co-Chair Wellness Communities & Real Estate Initiative

  • Urban Land Institute: Vice Chair, Residential Neighborhood Development Council 

  • Urban Land Institute: Technical Advisory Panel Co-chair

  • Pacific Coast Builders Conference: Program Committee

  • Garman Homes: Advisory Board Member

  • Cecilian Partners: Executive Advisor  

  • “One of the most influential women in homebuilding” BUILDER Magazine, 2016

  • William S. Marvin Hall of Fame for Design Excellence, 2015 inductee

​Teri’s Education
  • Master of Science (Honors) Integrated Marketing Communications, Northwestern University

  • Bachelor of Applied Science, Communications & Sociology, Simon Fraser University

  • Journalism Studies, Carleton University

Relevant Articles by Teri Slavik-Tsuyuki:

“Getting Through Today and Looking Forward to Tomorrow – “Community” is More Important Than Ever”

“Living “Life from Home” Has Impacted Plans to Move and Desired Home Features”

With an Increase in “Live from Home,” Could Homes Be the Post-WWII Car?

“Designing the Future, Inclusively”

Jana Gamble

principal | branding & marketing

Jana is passionate about creating positive change both personally through her relationships and  professionally as a mindful creative professional. 

Over the last 15 years, Jana has helped to create brands that span the fitness, wellness, integrative health and environmental sustainability sectors.

Jana is also a chronic illness survivor. After years of unsuccessfully going through allopathic medicine, she realized that the current pharmaceutically-based healthcare system and its lack of lifestyle education is failing a large part of the population. Rather than ‘sick-care,’ our focus needs to shift toward empowering people with the knowledge, tools and means to live healthy, happy lives. 

Over the span of ten years, Jana was able to heal herself through a combination of mindfulness practices such as yoga, meditation and breathwork, reconnecting with nature, and by employing modalities such as energy medicine, acupuncture, hyperbaric oxygen therapy and cognitive behavioral therapy.

Jana’s journey of healing made her passionate about helping others who are suffering by sharing her knowledge of what it means to live a healthy, joyful, and fulfilled life.

Jana chose to be a freelancer for the majority of the last 15 years in order to maintain flexibility and provide nurturing care to her two children, Jack, 19, and Stella, 18.

As a result, she had the fortune to be creatively involved with diverse brands such as the Seraphic Group, where she and Grant helped to successfully establish 7 brands in the human and animal health, renewable energy, and ecology sectors.

Jana also served as the Marketing Director for the Amazon Aid Foundation, helping to conserve the Amazon Rain Forest through raising awareness and education about its ecological importance.

Furthermore, Jana helped to develop branding and marketing for multiple integrative medicine clinics, a Hyperbaric Oxygen Therapy Center and a regional Physical Therapy group.

Jana and Grant enjoy working together immensely. From owning their own businesses to consulting on other projects together, they have found that their shared passion to create positive change, their relentless work ethic, their complimentary skill sets and deep mutual respect make them a formidable team.

In 2020, Jana and Grant chose to take time out of the mainstream and the chaos of the global pandemic. They sold their home and spent the next 12 months traveling the U.S. and Mexico in “Thelma,” a 40-foot bus, and sailing from Tahiti to Australia on “Hanavave,” a 38-foot catamaran.

Among many things, this invaluable time reinforced their belief that in order for humanity to heal and thrive, we need to re-connect to ourselves, to each other, to our environment, and re-imagine the communities we live in.

In 2022, Jana released her first book, “Culture Nomads: How Giving Up Everything for a Year of Travel Transformed Our Family and Our Lives,” documenting her family’s adventure and its profound consequences on their lives.

In her spare time, Jana very much enjoys the outdoors trail running, hiking, paddleboarding, and spending time in her art studio.