Haven Senior Investments is a Dallas-based, senior-housing-only brokerage and advisory firm serving private owners, operators, and investors in all 50 states. Evaluate acquisitions with attention to local demand, operator performance, resident care, and investment risk.
No obligation · Opportunity-specific eligibility applies
Population aging can support long-term demand for senior housing, but age alone does not establish a need for assisted living or an ability to afford it. Baby Boomers were born from 1946 through 1964; in 2026 this cohort turns 62 through 80. Local age distribution, household income, competing supply, and care needs matter more than a headline generation count.
NIC's October 1, 2026 release reported Q3 2026 senior housing occupancy of 90.4%, including 91.7% for independent living and 89.1% for assisted living. These are NIC-tracked market benchmarks, not an occupancy guarantee or a census of every U.S. community. Skilled nursing and active adult are not interchangeable with assisted living.
Demand is not recession-proof. Affordability, move-in decisions, labor availability, financing costs, regulation, and operator execution can materially affect occupancy and cash flow. A growing older population does not guarantee profitable investments.
NIC occupancy release — October 1, 2026 · Pew cohort definition — January 9, 2026
Buying a community directly is not the same as purchasing an interest in a private offering. Investment minimums, eligibility, governance, fees, and liquidity depend on the transaction documents.
The SEC explains accredited investor criteria. No income band on this page qualifies a person as a “sophisticated investor.”
Senior housing combines real estate ownership with responsibility for an operating business. These four workstreams help investors evaluate both.
What to Request Before Investing
Ask for historical operating statements, census and collections records, a capital expenditure plan, licensing reports, financing terms, and the proposed ownership and fee structure. Verify projections against evidence; do not treat a pro forma as a promise.
A property's capitalization rate is annual net operating income divided by its value or purchase price. It excludes acquisition financing and is not the same as cash-on-cash return, total return, or investor IRR.
Source: CBRE U.S. Senior Housing & Care Investor Survey, H1 2026. Survey estimates describe respondents' market assessments, not guaranteed transaction pricing or future performance.
Reviewed October 18, 2026. Figures above are tied to their stated publication dates and covered markets; this page is not a live market-data feed.
NIC MAP's August 26, 2026 outlook projects that the U.S. population age 80 and older will grow by approximately one-third by 2030 and nearly double by 2040. Population growth is not the number of residents who will enter senior housing. NIC's modeled unit requirement depends on occupancy and demand assumptions; affordability, penetration rates, construction, and local conditions can change the outcome.
A national supply-demand projection does not establish a shortage or pricing power in a particular location. Evaluate local supply, affordability, and competing communities before using a growth forecast in acquisition underwriting.
This page is educational and is not an offer to sell securities, a solicitation to buy securities, or personalized investment, legal, or tax advice. An inquiry does not establish eligibility, create an advisory relationship, or reserve an allocation. Any securities offering must be evaluated using its actual offering documents and applicable legal requirements.
No. Occupancy, distributions, property values, and exit timing can change. Private investments may be illiquid, may require additional capital, and can result in loss of some or all invested capital.
No. Accredited investor status has defined legal criteria. Rule 506(b) may allow a limited number of qualifying non-accredited purchasers, while Rule 506(c) requires all purchasers to be accredited and the issuer to take reasonable verification steps. The offering's terms and exemption govern eligibility; consult qualified counsel.
Yes. SeniorCRE's Investment Portal has registered investors and users. That is separate from its Operator-Controlled Operating Record for communities. SeniorCRE's own Capability Index, dated October 16, 2026, says its Operator-Controlled Operating Record as a whole is designed and not yet implemented in any community, with no operator-production deployment or measured operator outcome claimed. That disclosure concerns the community operating record, not whether the Investment Portal has registered users.
Read SeniorCRE's Capability Index. This is the company's own disclosure, not independent validation.
SeniorCRE's Investment Portal has registered investors and users. Visit SeniorCRE to access the portal or learn about investor registration for senior housing investment opportunities.
Investment Portal registration and use are separate from deployment of SeniorCRE's Operator-Controlled Operating Record at a community. Available information and opportunities depend on account permissions and offering requirements.
Access SeniorCRE Investment PortalEach transaction has its own information requirements, timetable, eligibility rules, and approvals. Submitting an inquiry does not guarantee a match or an investment allocation.
Explore conversations about senior housing with operators, investors, and industry advisors. Episodes are educational; guest opinions are not investment recommendations or guarantees.
Listen to the PodcastDiscuss your acquisition criteria and questions with Haven. Opportunity availability, suitability, and financing must be evaluated for each transaction.
Whether you are an individual investor, family office, or advisor, use the form to contact Haven about your goals and questions. Do not include bank details or sensitive financial documents.
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Contact Haven about senior housing and assisted living acquisitions.
No obligation · No guaranteed investment allocation
