Investment Strategy

Haven Senior Living Partners is actively seeking opportunities to acquire and invest in seniors housing assets between $8M and $50M+ throughout cities and towns within Texas, Colorado, Tennessee, North Carolina, and South Carolina. Our goal is to find exceptional, risk-adjusted assets in high-growth markets with a focus on Core Plus and Value-Add opportunities.

Recognized as an industry leader throughout the United States for our extensive experience in the seniors housing market, we are adept at structuring, negotiating, and documenting asset purchases and sales. Our process allows us to find undervalued and off-market opportunities.

We pride ourselves on our industry relationships and the use of technology to find opportunities. Investors choose to work with us because we have a proven track record of helping others execute even the most complex acquisition situations with full competency and efficiency.

Investment Criteria

We are hyper-focused on seniors housing as it has proven to be recession-resistant and needs-based. Please submit any deal that matches this criteria to our Deal Team.

The Case for Senior Housing

Acquiring and developing senior housing presents a compelling investment and business case due to demographic trends, economic factors, and evolving consumer preferences.

1. Demographic Trends

• Aging Population: The baby boomer generation is entering retirement age, creating a large demand for senior housing.
• Longer Life Expectancy: This increase in longevity boosts the need for senior living options that can cater to longer post-retirement lives.

2. Market Demand

• Under Supply: Especially in facilities offering a range of services from independent to memory care.
• Community Preference: Older adults seek community living with age-appropriate amenities and services.

3. Economic Incentives

• Stable Revenue: Supported by savings and government benefits.
• Higher Returns: Attractive due to demand and complexity.

4. Social Impact

• Societal Need: Safe, accessible living options for the elderly.
• Job Creation: Facilities generate healthcare and support roles.

5. Tech & Healthcare Integration

• Smart Facilities: Enhanced quality of life and efficiency.
• On-site Care: Adds significant value to the communities.

6. Regulatory Support

• Government Incentives: Some areas offer tax breaks and subsidies for senior housing projects.

7. Key Considerations

• Regulatory Complexity
• Capital Intensity
• Management Expertise

In summary, the case for investing in and developing senior housing is strong, driven by demographic shifts and rising demand. Success requires knowledge of the landscape, regulatory insight, and operational strength.