Expert buy-side and sell-side advisory for senior housing communities of every size — across all 50 states. Boutique-level care backed by $2B+ in completed transactions.
Confidential · No obligation · Senior housing specialists only
Haven Senior Investments is a Dallas-based, senior-housing-only brokerage and advisory firm serving private owners, operators, and investors in all 50 states.
Haven provides dedicated representation for both sides of senior housing transactions — with specialized teams, separate networks, and tailored strategies for each.
From first-time buyers to institutional portfolios, Haven connects buyers to senior housing communities not yet publicly marketed — with full advisory support through close.
Haven's seller representation is built around discretion, speed, and maximum value. We manage every step from confidential valuation to final close — protecting your staff, residents, and legacy throughout.
Every Haven engagement is built on six core service areas — designed to maximize outcomes at every stage of the transaction.
Not all brokerage firms understand senior housing. Here's what sets Haven apart from commercial real estate generalists.
All Haven Senior Investments brokerage transactions are executed through Haven Realty, our licensed real estate brokerage arm — providing the legal structure, fiduciary accountability, and professional licensing required to represent buyers and sellers in every state.
Haven Realty operates exclusively in senior housing — no residential, no commercial office, no retail. Every transaction benefits from the full collective expertise of the Haven team: finance, operations, licensing, capital markets, and advocacy.
From your first conversation to closing day, Haven manages every stage with transparency, expertise, and care.
We learn your goals, timeline, asset type, and situation — with no pressure, no obligation, and complete confidentiality from day one.
Receive a detailed Broker Opinion of Value and a customized transaction strategy — including timing, deal structure, and buyer targeting.
Haven's national buyer network and digital platform bring qualified, pre-screened buyers to your asset — confidentially or publicly, based on your preference.
We negotiate competitive offers, manage due diligence, coordinate CHOW filings, and stay with you through the final signature — protecting occupancy throughout.
Owners, buyers, and investors across the country trust Haven for senior housing brokerage.
"Haven guided us through every step of the sale process. Their knowledge of the Alabama market — and their patience with our questions — made a stressful process feel manageable."
"Haven Senior Investments helped us sell our 60-unit memory care community in under 90 days — with multiple offers and above asking. Their team was honest, responsive, and delivered results."
"We had spoken to several firms, but none had Haven's understanding of the senior housing market. Their process was seamless, and we couldn't be happier with the outcome."
Instantly calculate your community's value using location, income, and current market cap rates — built specifically for senior housing owners and operators.
CONFIDENTIAL · NO OBLIGATION · SENIOR HOUSING SPECIALISTS
Both regional and national brokers can sell senior housing well. The differences below are general tendencies, not rules, and individual firms vary.
| Factor | Regional broker | National broker |
|---|---|---|
| Local market knowledge | Typically deep familiarity with one metro area or state | Typically broad data across many states; local depth depends on the team assigned |
| Buyer reach | Typically concentrated among local and regional buyers | Typically wider reach to regional, national, and institutional buyers |
| Specialization in senior housing | Varies; some focus on senior housing, others cover many property types | Varies; some focus on senior housing, others cover many property types |
| Deal size focus | Typically smaller and mid-sized single communities | Typically a wider range, from single communities to multi-state portfolios |
| Attention from senior team members | Typically direct involvement from principals on most deals | Varies; on larger platforms, day-to-day work may sit with junior staff |
| Licensing/CHOW familiarity | Typically strong in its home state | Typically experience with licensing and change-of-ownership (CHOW) rules in several states |
| Fee structure | Typically negotiated per engagement; ask what is included | Typically negotiated per engagement; ask what is included |
For most owners, the regional-or-national label matters less than three things: how specialized the broker is in senior housing, whether they reach the buyers most likely to pay for your type of community, and who will personally run your deal from first call to closing.
Ask every broker you interview about the following:
For a closer look at fees versus service, read our guide: Full-Service Senior Housing Advisor vs. Discount Broker.
Either can be the right choice. A regional broker typically brings close local knowledge, while a national broker typically reaches a wider pool of regional, national, and institutional buyers. What matters most is senior housing specialization, buyer reach for your type of community, and who will personally run your deal.
Ask how many senior housing transactions they have closed for your asset type, who their typical buyers are and how they reach them, and how they protect confidentiality. Ask how they arrive at value, what the timeline looks like, and who will handle your deal day to day. Finally, ask what the fee includes, how they manage diligence, re-trades, and licensing, and for references from past sellers.
