$2B+ in senior housing transactions All 50 states served Senior housing only — not a generalist firm
Haven Senior Investments — About

Senior Housing.
Nothing Else.
And It Shows.

Haven Senior Investments is a senior housing-only advisory firm — brokerage, capital solutions, and consulting for the owners, operators, buyers, sellers, developers, and investors who make senior housing their life's work. We have been doing this since before it was a trend. We will still be doing it long after. Not because it is a good market. Because it is a sacred calling — and we take that seriously.

Haven at a Glance
Transaction volume — all asset types, all markets
$2B+
States with active senior housing advisory
All 50
Asset types served — commercial, 16+ beds
AL · MC · IL
SNF · CCRC · Portfolio
Sector focus — senior housing only
Not a generalist
firm. Never was.
Haven Realty — brokerage license
EC.100050248
Colorado
Advisory platform for deals and operations
SeniorCRE
seniorcre.com
$2B+
In Transactions
Completed senior housing advisory and brokerage across all care levels
50
States Served
Active buyer, seller, and developer representation in every U.S. state
6
Asset Classes
AL, MC, IL, SNF, CCRC, and portfolio — senior housing and care only
One
Sector. Always.
Haven has never been a generalist firm. Senior housing is the only thing we do.
Our Story & Conviction

We Did Not Enter Senior
Housing by Accident.
We Were Called to It.

Haven Senior Investments was built on a conviction: that the people who care for aging Americans deserve advisors who understand the full weight of what they carry. Not just the real estate. Not just the cap rate. The license, the staff, the residents, the families, the regulatory exposure, the mission. The whole thing.

Most commercial real estate firms add senior housing to their service list. Haven does not have a service list. We have one focus, developed over years of transactions, relationships, and hard-earned understanding of a sector that rewards depth and punishes generalism. When a seller entrusts us with their life's work, or a buyer makes the most significant acquisition of their career, or an operator faces a crisis that threatens everything — they get our full, undivided, sector-specific best.

We are a faith-driven firm. Our purpose is not just to do good work — it is to do work that honors the God who called us to it, that serves the people depending on us, and that builds something lasting enough to matter beyond the closing table. That conviction shapes how we operate every day, in every engagement, with every client.

"

As each has received a gift, use it to serve one another, as good stewards of God's varied grace.

1 Peter 4:10
Vision
To serve those who care for senior citizens and others in need of safe and nurturing housing — ensuring that the people and organizations doing this work have the advisory expertise they need to do it well and sustainably.
Mission
To serve the owners, operators, buyers, sellers, developers, and investors in the senior housing and assisted living industry — offering a range of advisory services that help them maximize their objectives and investment returns in a sector that rewards deep expertise.
Purpose
To glorify God by building profitable and sustainable businesses that advance His Kingdom and serve His children. We are stewards — of capital, of relationships, and of the communities our work supports. We take that stewardship with the seriousness it deserves.
What Sets Haven Apart

Four Things That Make
Haven Different

I
Senior Housing Only. Without Compromise.
Haven has never attempted to be a generalist commercial real estate firm that also does senior housing. We have always been a senior housing firm, full stop. That distinction means our advisors are not learning on your engagement — they bring sector fluency that only accumulates through years of exclusive focus. We understand the CHOW, the payor mix, the survey environment, the operator selection, the DSCR underwriting for licensed care. All of it. Always.
II
A Servant-Focused Team Approach
Haven operates on a team model — when you engage Haven, you engage the depth of the whole team, not just a single agent. Transactions benefit from multiple perspectives: the advisor with deep knowledge of your asset type, the capital expert who knows which lender fits your deal structure, the consulting advisor who understands operations. The team approach is not a selling point. It is how we believe advisory should work.
III
The Full Range of Senior Housing Advisory
Haven's scope covers the entire senior housing transaction and operating lifecycle — brokerage for buyers and sellers, capital solutions across every major financing program, operations consulting, people strategy, market feasibility, and the SeniorCRE™ platform for deal analysis and operations. Clients who need more than one service do not need more than one advisor. Haven covers the full picture — with one team that speaks the same language across every discipline.
IV
Faith-Driven. Mission-Aligned. Results-Focused.
Haven's faith foundation is not a marketing claim — it is an operating reality that shapes how we treat clients, how we handle confidential information, how we give advice when the right answer is not the most profitable one, and how we approach every engagement with the awareness that the communities we advise house real people in the most vulnerable chapters of their lives. We believe doing this work well and doing it with integrity are the same thing.
What Haven Does

Every Service a Senior
Housing Operator or
Investor Needs — Under One Roof.

Haven's advisory practice spans the full senior housing transaction and operating lifecycle — from the first market study before a development begins, through acquisition financing and brokerage, to the operating consulting that determines whether a community thrives after it changes hands. Clients who need more than one service work with one team that understands the whole picture.

Senior Housing Brokerage
Buy-side and sell-side representation for AL, MC, IL, SNF, CCRC, and portfolio transactions — on-market and exclusive off-market. Haven Realty EC.100050248. All 50 states, commercial 16+ beds only.
Capital Solutions
SBA 7(a), SBA 504, HUD 232, HUD 231, Fannie Mae, Freddie Mac Optigo, C-PACE, USDA B&I, Bridge, and EB-5 — matched to asset type, borrower profile, and transaction structure. Lender introductions for every program.
Operations & Business Consulting
Valuations, market feasibility studies, people strategy, executive director leadership training, organizational design, and operational turnaround advisory for senior housing operators and owners.
Development Advisory
Concept through occupancy advisory for senior housing developers — market feasibility, site analysis, regulatory roadmap, operator selection, management agreement advisory, and capital stack structuring for 50+ unit projects.
SeniorCRE Platform
The operating system for senior housing investors and operators — deal pipeline analysis, due diligence tracking, financial modeling, and operations management tools built specifically for the senior housing industry.
Investor Access & Education
The Haven Investor Podcast, FAQ resources, investment guides, and the Haven investor network — connecting accredited investors and family offices with senior housing acquisition and passive investment opportunities.
Our Servant-Focused Team

The People Who
Do This Work.

Haven operates on a team model — bringing the combined experience of finance, real estate, business development, operations, and healthcare advisory to serve each client's specific situation. The team you see below is the team that shows up for your engagement.

Faith, Purpose & Stewardship

We Call It
Redemptive Real Estate.
Here Is What We Mean.

Most industries separate mission from commerce. Senior housing — done right — doesn't have that problem. The financial case for investing in senior housing is inseparable from the human case: the communities that care best for their residents have the best occupancy. The operators who invest most in their staff have the lowest turnover and the best survey outcomes. The investors who choose mission-aligned operators over purely financial operators tend to own communities that outperform over time.

At Haven, we call this Redemptive Real Estate — a rare category where financial discipline and genuine human care reinforce each other rather than compete. When capital is deployed with both rigor and conscience, into communities run by people who genuinely honor the sacred work of caring for aging people, something different happens. Communities thrive. People stay. Residents are better cared for. And the investment performs.

Haven is a faith-driven firm. That shapes how we conduct every engagement — with honesty when the answer is not what the client wants to hear, with confidentiality that protects the people who trust us, and with the awareness that every community we advise is someone's home.

Haven embraces and honors human rights and all views on faith among our team members, partners, and clients. Our preeminent goal is always to serve others — regardless of background, belief, or circumstance. The faith that drives Haven is expressed in how we work, not as a condition of who we serve.
Redemptive Real Estate — What It Means in Practice
Where Finance and
Mission Are the Same Thing
In most commercial real estate, the investor's financial return and the community's wellbeing are loosely related at best. In senior housing, they are the same thing. This is Haven's working conviction — and it shapes every recommendation we make, every transaction we structure, and every client relationship we build.
Communities that care best for residents have the best occupancy and the strongest referral networks
Operators who invest most in their staff have the lowest turnover and the best survey outcomes
Investors who choose mission-aligned operators tend to own communities that outperform over multi-year hold periods
Sellers who prepare their community for a responsible transition preserve value and reputation simultaneously
Advisors who serve their clients with genuine integrity — not just competence — build relationships that outlast any single transaction
Connect with Haven

Every Engagement
Begins with
a Conversation.

Whether you are an owner considering a sale, an investor building a portfolio, an operator navigating a challenge, or a developer evaluating a new market — the right starting point is a direct conversation with a Haven advisor. We respond to every inquiry within one business day. All conversations are strictly confidential.

Haven serves clients across all 50 states, in all senior housing asset classes, at every stage of the ownership and investment lifecycle. If it is senior housing, Haven is the right call.

Brokerage Haven Realty — EC.100050248 — Colorado
Coverage All 50 states — senior housing commercial 16+ beds
Response All inquiries responded to within one business day
Confidentiality All conversations and information held in strict confidence, never shared without explicit permission
Haven Senior Investments
Reach Our Advisory Team
All 50 states · All asset classes · Respond within one business day
Email
Which topic best describe your inquiry?
If you are looking to purchase, what are the # of units desired per acquisition or project
How many units do you own?

Confidential · No obligation · Senior housing only
Haven Senior Investments · Haven Realty EC.100050248

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