For Registered Investment Advisors
Senior Housing Investments for Registered Investment Advisors
Diversify Client Portfolios. Reduce Volatility. Deliver Income with Purpose.
At Haven Senior Living Partners, we partner with Registered Investment Advisors (RIAs) seeking high-quality alternative investments for accredited clients. Our private senior housing offerings provide attractive yield, downside protection, and demographic-driven stability—all in an asset class your clients can feel good about.
Why RIAs Recommend Senior Housing
- ✅ Low correlation with public markets and bonds
- ✅ Consistent, yield-focused returns (8–10%+ preferred)
- ✅ Accelerated depreciation & tax-advantaged structures (e.g., cost segregation)
- ✅ Values-based investing aligned with faith, family, and stewardship
- ✅ Tangible, need-based assets with long-term demand trends
RIA Partnership Benefits
Our advisor-centric approach provides access to private placements that can enhance your practice, deepen client relationships, and generate predictable, values-aligned results.
- 🤝 White-labeled pitch decks & co-branded educational content
- 📈 Transparent reporting for compliance and performance tracking
- 🔐 Institutional-grade underwriting with curated deal flow
- 📩 Dedicated advisor liaison support for your firm
Client Profiles That Benefit Most
Our offerings are well-suited for:
- 📊 HNW clients seeking private real estate diversification
- 🩺 Medical professionals or business owners in wealth preservation mode
- 👪 Legacy-focused clients interested in faith-aligned or ESG investing
- 📉 Retirees seeking predictable distributions & downside protection
Become an RIA Partner
Our team works with select advisors nationwide to bring private senior housing opportunities to the clients who need them most. We offer compliance-ready materials, fund overviews, and full transparency every step of the way.
📞 Connect With Our Advisor TeamOffer your clients diversified, yield-generating private real estate that aligns with their long-term goals.
- Low volatility, high-income alternative
- Co-branded pitch decks and client materials
- Access to fund-level reporting tools
- Custom onboarding and compliance resources
Why Trust Haven Senior Living Partners
At Haven, we specialize in purpose-driven senior housing investments backed by a deep commitment to integrity, performance, and impact.
We bring decades of real estate expertise, strong operator relationships, and a consistent track record across economic cycles — including over $1 billion in real estate transactions.
Whether you're a high-net-worth investor, family office, RIA, or trusted advisor, our values are aligned with yours: stability, stewardship, and meaningful legacy.
You can trust Haven to protect and grow capital with discipline, communicate with transparency, and deliver with excellence.