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

Build Wealth While
Delivering Dignity

Impact-driven investment in America's most durable real estate sector. Haven connects accredited and sophisticated investors to senior housing opportunities across all 50 states — with values-aligned returns and institutional-level expertise.

$2B+
Transactions Closed
50
States Active
14K+
Investor Subscribers
Submit Investor Inquiry
Tell us about your investment goals and we'll be in touch within one business day with relevant opportunities.
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 · Accredited & sophisticated investors welcome

Values-driven investing with social impact
Recession-resilient asset class with durable demand
Accredited & sophisticated investor opportunities
Individual to family office — all investor types
The Investment Case

Why Invest in
Senior Housing?

The aging Baby Boomer population and limited new development have created a powerful supply-demand gap — making senior housing one of the most stable, high-yield real estate sectors in the United States.

Unlike traditional commercial real estate, senior housing is driven by demographics, not economics. Demand doesn't slow down in recessions — it accelerates as the 65+ population grows faster than at any point in American history.

Haven combines institutional-level deal expertise with a boutique, hands-on advisory approach — connecting investors to high-quality assets with both financial and human returns.

80M+
Baby Boomers Aging In
The largest generation in U.S. history is entering prime senior housing age — fueling decades of structural demand growth
7–11%
Typical Cap Rate Range
Stabilized senior housing assets trade at attractive cap rates relative to other commercial real estate classes
85%+
Average Occupancy
Well-positioned senior housing communities maintain high occupancy through economic cycles — driven by medical necessity, not discretion
3.5M
Unit Shortfall by 2030
New construction hasn't kept pace with demand post-pandemic — creating a durable supply gap that supports pricing power for operators and investors
Who We Serve

Senior Housing Investment
for Every Investor Profile

Whether you're deploying capital for the first time or managing a multi-asset real estate portfolio, Haven structures opportunities aligned with your goals, timeline, and qualification level.

I
Individual Accredited Investor
High-net-worth individuals seeking durable income and portfolio diversification through senior housing — with values-aligned returns and expert guidance from Haven's team.
Typical Qualification
  • Individual income $200K+ / Joint $300K+, or
  • Net worth exceeding $1M (excluding primary residence)
  • Investment range: $25K – $500K per opportunity
F
Family Office & HNWI
Multi-generational wealth platforms seeking direct senior housing investments with institutional-level diligence, co-investment structures, and long-term capital preservation alongside yield.
Typical Engagement
  • Direct property acquisitions or co-investment
  • Portfolio allocation advisory
  • Investment range: $500K – $10M+
A
RIA & Sophisticated Investor
Registered investment advisors and sophisticated investors seeking senior housing exposure for client portfolios — with Haven providing research, deal access, and co-investment support.
Typical Qualification
  • Income $100K–$199K or joint $300K+, or
  • Net worth $350K–$999K (excluding primary residence)
  • Investment range: $25K – $250K per opportunity
Our Approach

A Values-Based Investment Thesis

Haven believes investors don't just invest in properties — they invest in people. Our approach is built on three pillars.

Values-Driven with Measurable Impact
Every investment through Haven supports communities that care for America's most vulnerable seniors. We track both financial returns and quality-of-care outcomes — because we believe they reinforce each other.
Transparent Underwriting & Investor Alignment
No hidden fees, no asymmetric incentives. Haven provides clear underwriting assumptions, honest market analysis, and deal structures that align our team's interests directly with yours.
Focus on Steady Cash Flow & Capital Preservation
We prioritize stabilized, cash-flowing communities over speculative development — targeting durable occupancy, sustainable NOI, and assets where capital is protected through market cycles.
Institutional Expertise, Boutique Service
Over $2B in closed transactions. Deep state-by-state licensing knowledge. And a team that picks up the phone. Haven brings enterprise-level expertise to every investor relationship regardless of check size.
"Partnering with Haven gave us access to high-quality senior housing assets in the Dallas market. Their diligence and values-first approach stood out from every other firm we evaluated."
Investor, Texas · Family Office
Investment Focus Areas
Assisted Living (AL) Memory Care (MC) Independent Living (IL) Skilled Nursing (SNF) CCRC Campuses Value-Add
Market Context

Senior Housing Return Benchmarks

Return profiles vary by asset type, geography, and operational quality. Haven provides state-specific cap rate analysis and detailed underwriting for every opportunity we present.

7–11%
Stabilized Assisted Living
Well-occupied AL communities in secondary and tertiary markets — strong cash flow with limited new supply competition
6–9%
Primary Market Assets
Major metro senior housing in Sun Belt and coastal markets — lower cap rates with higher liquidity and buyer depth
9–14%
Value-Add Opportunities
Underperforming communities with occupancy or operational upside — higher return potential with commensurate execution risk

Cap rates shown are representative ranges. Actual returns depend on asset quality, location, financing structure, and operational performance. Past performance is not indicative of future results. Consult your financial advisor.

Investor Platform

Access the SeniorCRE
Investor Portal

The SeniorCRE platform gives accredited investors a dedicated portal to view available senior housing investment opportunities, review deal summaries, and connect directly with Haven's advisory team.

Active and off-market investment opportunities
Deal summaries with financial highlights
Direct access to Haven's investment team
Market analytics and research tools
Portfolio tracking for existing investments
Access Investor Portal
How It Works

From Inquiry to
Investment

Haven's investment process is designed to be transparent, efficient, and investor-friendly — from your first conversation to the day your capital is deployed.

1
Submit Your Investor Profile
Tell us your investment goals, preferred asset types, geographic focus, and capital range. We match you to relevant opportunities immediately.
2
Review Curated Opportunities
Access deal summaries, financial projections, and market analysis for opportunities that match your criteria — including select off-market assets.
3
Due Diligence Support
Haven's team provides deal-level advisory, lender introductions, and operational insights to support your investment decision.
4
Close & Portfolio Management
We stay engaged through closing and beyond — providing ongoing advisory support, CHOW coordination, and portfolio monitoring tools.
Investor Education

The Senior Housing
Investors Podcast

Hosted by Haven's advisory team, the Senior Housing Investors Podcast covers market trends, deal structures, regulatory changes, and interviews with operators, investors, and advisors across the industry.

Listen to the Podcast
Understanding Cap Rates in Senior Housing
Market Analysis · Senior Housing Investors Podcast
The Supply-Demand Gap: What Investors Need to Know
Demographics · Senior Housing Investors Podcast
HUD Financing for Senior Housing Acquisitions
Capital Markets · Senior Housing Investors Podcast
Value-Add Strategies in Assisted Living
Operations · Senior Housing Investors Podcast

Ready to Invest in Senior Housing?

Schedule a confidential conversation with Haven's investment team. We'll match you to opportunities aligned with your goals, timeline, and investor profile.

Get Started

Ready to Discuss Investment Opportunities?

Whether you're an individual investor, family office, or registered investment advisor, complete the form and a Haven representative will be in touch within 24 hours.

Confidentiality Commitment: Your information is held in strict confidence and is never sold to a third party. All investor inquiries are handled exclusively by Haven's senior advisory team.

Investor Inquiry Form

Commercial-grade senior housing & assisted living investment opportunities.

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 · Response within 24 hours

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