Resources & Insights
Senior Housing Intelligence
Worth Acting On
Market analysis, investment guides, brokerage strategy, and state-level insights from Haven's advisory team — written for owners, operators, and investors who take senior housing seriously.
Market Reports updated quarterly
Investment guides from $25K to $10M+
All 50 states covered
Selling
Selling an Assisted Living Business in 2025
A practical walkthrough of the 2025 selling process — from valuation methodology and market timing to qualifying buyers and protecting your staff through transition.
Feb 2025
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Investing
Investing in Assisted Living Communities: What You Need to Know
The fundamentals of assisted living investing — how to evaluate a facility, understand cap rates, assess operations, and structure your entry into this recession-resilient asset class.
2024
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Investing
The Complete Guide to Investing in Assisted Living Facilities
From market overview and return expectations to deal structures — LP/GP, syndication, REITs — 1031 exchanges, due diligence checklists, and risk mitigation frameworks.
May 2025
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Brokerage Guide
The Ultimate Guide to Assisted Living Facility Brokerage
What an ALF broker actually does — the deal lifecycle, valuation best practices, CHOW protocols, buyer profiles, marketing strategies, and how to choose the right advisor.
May 2025
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Texas
Selling Your Assisted Living Community in Texas
A Texas-specific guide to the sale process — HHSC licensing, CHOW timelines, valuation benchmarks for the DFW and Houston markets, and what Texas buyers are looking for in 2025.
May 2025
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California
Selling Your Assisted Living Community in California
How to navigate California's RCFE licensing, CDPH oversight, and premium buyer market when selling an assisted living community in the nation's largest senior housing state.
May 2025
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Market Analysis
Navigating the Current Senior Housing Market Conditions
How senior housing borrowers are navigating higher debt costs, bridge loan maturities, and tighter underwriting — extend and pretend, refinancing, equity partnerships, and loan workout strategies.
Sep 2023
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Investing
Senior Housing Returns Beat Every Property Type Except Industrial
NCREIF data shows senior housing produced 7.8% annual total returns — outpacing apartments (5.39%), office, retail, and hotel. Why the numbers continue to make the case for this asset class.
Jun 2023
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Colorado
Colorado's Senior Housing Scene: Adapting to the 65+ Cohort
By 2030, one in five Coloradans will be over 65. A look at supply dynamics, cost disparities between Denver/Boulder and secondary markets, and technology's role in Colorado senior living.
Aug 2023
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California
California's Senior Housing Outlook: Navigating the 65+ Demographic
California's senior population is projected to hit 20% by 2030. High costs, supply constraints, zoning friction, and tech-forward operators are reshaping the state's senior living landscape.
Aug 2023
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Industry Trends
'Smaller is Better': Covid-19 Primes Senior Living for Small-House Models
As big-box senior living faced crisis, small-house models proved their worth. Why institutional operators are finally embracing the concept pioneered by innovators like Sonoma House in Carrollton, TX.
Apr 2023
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Market Analysis
Seniors Housing Buyer/Seller Landscape Shifts
How the composition of buyers and sellers in the seniors housing market is changing — private equity, regional operators, family offices, and the trends driving transaction volume in 2024–2025.
2023
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Downloadable Reports & Research
Deep-dive reports and curated research from Haven's advisory team and trusted industry partners.
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The Present & Future of Senior Living Acquisitions
Haven's analysis of M&A trends, buyer profiles, and the forces shaping senior housing transactions
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PwC Emerging Trends in Real Estate 2025
PwC & ULI's annual forecast for U.S. and Canadian real estate — with senior housing market context
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Investing in Senior Housing 2023–2025
A comprehensive investor's guide to senior housing — cap rates, deal structures, market dynamics, and due diligence
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Longevity Resources Curated by Ted Teele
Curated research on longevity communities, wellness-integrated senior living, and the future of aging in place
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