$2B+ in senior housing transactions All 50 states served Senior housing only — not a generalist firm
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Haven Senior Investments
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Partner with Haven Senior Investments | Broker & Advisor Partnerships
Haven Senior Investments · Partnerships

Build Your Senior
Housing Practice
with Haven.

Haven Senior Investments is the leading senior housing-only advisory and brokerage firm in the country. We partner with experienced real estate brokers, healthcare advisors, and transaction professionals who are passionate about senior housing — and who want access to Haven's brand, deal flow, buyer database, and proven transaction platform to accelerate what they can accomplish in this sector.

Express Interest About Haven
$2B+
Senior housing
transactions completed
All 50
States
served
$1–50M
Revenue range
we serve
1099
Contractor
structure
Two Ways to Partner with Haven
I
Broker & Referral Partner
You are a licensed real estate broker, healthcare advisor, accountant, attorney, or professional who works with senior housing owners and operators. Refer qualified transactions to Haven and share in the commission through a formal referral or co-brokerage arrangement.
Referral & Co-Brokerage
II
Transaction Advisor / Associate
You want to build a senior housing transaction practice from within Haven — leveraging our brand, systems, buyer database, deal flow, and support infrastructure. You source and execute engagements as a 1099 contractor, earning competitive commission splits on closed transactions.
1099 Contractor · No Base Salary
Why Haven

The Infrastructure Most
Advisors Build for
a Decade — Day One.

Building a senior housing advisory practice from scratch requires years of relationship development, market credibility, a proprietary buyer database, and a brand that sellers and investors trust. Haven has spent years building exactly that — and we make it available to partner advisors who have the talent and drive to source and execute transactions.

Senior housing is one of the most specialized and fastest-growing sectors in commercial real estate. The advisors who will win in this market over the next decade are those who commit fully — who understand operations, licensing, CHOW, dual income streams, and what makes a senior housing buyer truly qualified. Haven provides the infrastructure; you bring the relationships and the drive.

Haven is a faith-driven firm. We believe in serving senior housing owners, operators, and investors with honesty, humility, and genuine care for the mission of senior care. Partners who share those values will find a home at Haven.

Our Operating Conviction
"As each has received a gift, use it to serve one another, as good stewards of God's varied grace." — Partners who join Haven join a firm that takes its responsibility to the senior housing industry seriously.
What Haven Brings to Every Partner
Renowned brand and market credibility
$2B+ in completed senior housing transactions and a national reputation as the premier senior housing-only advisory firm — giving every partner credibility with sellers and buyers from the first conversation
Proprietary buyer database and deal flow
Haven's registered buyer network spans qualified institutional, regional, and private buyers across all 50 states — a database that takes years to build and that partners access from day one
SeniorCRE technology platform
Access to SeniorCRE — Haven's proprietary technology platform purpose-built for senior housing advisory — providing deal tools, market data, and analytics unavailable through generalist CRE platforms
Proven transaction systems and processes
Haven's transaction playbook — from CIM preparation and buyer outreach through CHOW coordination and closing — built from hundreds of completed senior housing deals across every major asset type
Direct access to senior leadership
Partners work directly with Haven's senior advisors — not buried in a large organization. Transaction questions, deal structuring, and client support come from the people who have closed the deals
Competitive commission splits
Haven offers competitive commission structures designed to reward transaction performance — with splits that reflect the senior housing expertise and effort partners bring to every engagement
Partnership Tracks

Two Distinct Paths to
Partnering with Haven

Choose the structure that fits your situation — whether you want to refer transactions from your existing practice or build a full-time senior housing advisory career within the Haven platform.

Track I — Broker & Referral Partners
Refer Transactions.
Share the Commission.
If you are a licensed real estate broker, healthcare business broker, CPA, attorney, financial planner, or other professional who works with senior housing owners — you likely encounter potential transaction opportunities that fall outside your core practice. Haven formalizes those relationships through co-brokerage and referral arrangements that put money in your pocket for introductions that become closed deals.
Licensed real estate brokers — who encounter senior housing sellers in the course of their generalist practice and want to refer to a specialist
Healthcare business brokers — who work in adjacent healthcare sectors and encounter senior housing assets outside their primary focus
CPAs and tax advisors — who work with senior housing operator clients planning a disposition and want their clients to have the best representation
Attorneys — estate planning, healthcare M&A, and business attorneys whose clients are senior housing owners in transition
Financial advisors — wealth managers and financial planners whose clients hold senior housing real estate or businesses as part of their portfolio
Formal co-brokerage agreements — Haven executes formal referral and co-brokerage agreements ensuring clarity on compensation, roles, and confidentiality
Become a Referral Partner
Track II — Transaction Advisor / Associate
Build Your Practice
Inside Haven.
For experienced advisors who want to go all-in on senior housing — sourcing engagements, executing transactions, and building a book of business within the Haven platform. This is a 1099 independent contractor role with no base salary. Compensation is entirely commission-based, reflecting the entrepreneurial nature of advisory work and the significant upside available to high-performing advisors in a specialized market with $2B+ in completed transactions as proof of concept.
Source and manage client engagements — identify sellers and buyers, pitch Haven's capabilities, and secure listing or advisory agreements
Lead transaction execution — from pitch through marketing, offer management, negotiation, and closing
Prepare marketing and transaction documents — Confidential Information Memoranda, financial analyses, buyer presentations, and deal summaries
Conduct financial and operational due diligence — analyze and explain historical and projected financials, occupancy, and operational performance
Build and maintain client relationships — direct contact with sellers, buyers, and professional advisors throughout the transaction lifecycle
Contribute to business development — identify market opportunities, attend industry events, and build Haven's presence in targeted geographies
Apply as a Transaction Advisor
Transaction Advisor — Role Detail

What Advisors Do
and What We Look For

The Transaction Advisor role is designed for professionals who want to build a serious senior housing practice — not a side arrangement. Haven works with a small number of advisors, and we invest meaningfully in their development, training, and access to our platform.

This is an entrepreneurial role. Advisors who thrive at Haven are self-directed, relationship-driven, and motivated by transaction performance — not by a paycheck that arrives regardless of output. The upside for high-performing advisors in a specialized, high-value market is significant. The baseline for advisors who do not source and close is zero.

Compensation Structure
This is a 1099 independent contractor role with no base salary. Compensation is 100% commission-based, with competitive splits on closed transactions. Haven provides the brand, systems, buyer database, and support — advisors provide sourcing, relationship management, and transaction execution.
Core Responsibilities
Prepare, analyze, and present historical and projected financial information for seller and buyer engagements
Conduct industry and company-level due diligence across all major senior housing asset types
Prepare and review Confidential Information Memoranda, pitch materials, buyer presentations, and other transaction documents
Drive transaction execution from initial pitch through marketing, offer management, negotiation, and closing
Build and maintain direct relationships with sellers, buyers, operators, and professional advisors
Assist in marketing and execution of existing engagements alongside senior Haven advisors
Contribute to business development — identify, qualify, and pursue new senior housing engagement opportunities
Preferred Qualifications
Prior investment banking, M&A advisory, or healthcare transaction experience — senior housing experience a significant advantage
Advanced financial modeling and business valuation skills — able to build and explain full financial analyses independently
Excellent verbal and written communication — professional presentation quality across all client-facing materials
Self-directed and highly organized — able to manage multiple engagements simultaneously in a fast-moving environment
Undergraduate degree required; MBA or equivalent advanced degree preferred
Strong technical proficiency — Excel financial modeling, Word, PowerPoint, and comfort with CRM and transaction management tools
Genuine passion for senior housing and the mission of caring for aging Americans — not just the transaction economics
The Right Fit

The Advisors Who Thrive
at Haven Are Different.

Haven is not the right fit for every advisor. We are a senior housing-only firm — which means partners who want to hedge between senior housing and other CRE sectors will not find the single-sector focus constraining, they will find it liberating. The depth of knowledge, the quality of buyer relationships, and the credibility with sellers that comes from being genuinely specialized is what makes Haven transactions close at the price and terms they do.

We are looking for people who understand that the best advisors in this sector combine financial acuity with operational empathy — who can read a trailing twelve-month P&L and also understand what a staffing ratio means for a memory care community's survey outcomes. That combination is rare, and Haven exists to put it to work.

01
Genuine sector passion
You care about senior housing beyond the commission. The mission of caring for aging Americans resonates with you — and that comes through in how you engage with sellers and buyers.
02
Entrepreneurial drive
You are self-motivated and do not need a manager creating urgency. You understand that in a 100% commission structure, your income is entirely in your hands — and that energizes rather than discourages you.
03
Financial fluency
You can build, understand, and explain a full business valuation. You know the difference between EBITDA and NOI in a senior housing context, and you can walk a seller through how their community is valued.
04
Relationship orientation
You build trust over time. You understand that the best senior housing engagements come from relationships developed before an owner is ready to sell — and you invest accordingly.
05
Integrity and discretion
Haven is a faith-driven firm. Confidentiality and honesty are not policies — they are expectations. Partners represent the Haven brand in every interaction, and we hold that standard consistently.
06
Commitment to excellence
Every CIM, every financial analysis, every client communication reflects Haven's reputation. Partners who take pride in the quality of their work — not just the quantity — are who Haven is built for.
Express Interest

The First Step Is
a Conversation.

Whether you are interested in a referral partnership or in joining Haven as a Transaction Advisor, the process starts with a confidential conversation. Tell us about your background, your current practice, and what you are looking to build. Haven will respond within one business day.

No pressure, no obligation. Haven partners with a limited number of advisors and referral professionals — we are selective because the quality of our partners reflects directly on the clients we serve. If there is a mutual fit, we will tell you clearly. If there is not, we will tell you that too.

Referral partners — tell us about your current practice and the types of senior housing opportunities you encounter
Transaction advisor candidates — share your background, transaction experience, and what you are looking to build at Haven
All inquiries are confidential — your interest in partnering with Haven is held in strict confidence and not shared without your permission
Response within one business day — Haven takes partnership inquiries seriously and responds promptly to every qualified expression of interest
Partnership Inquiry
Partner with Haven
Confidential. No obligation. We respond within one business day.
Email
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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
Haven Senior Investments · Senior Housing Only

Senior Housing. Every Day.
Nothing Else.
Haven is built for advisors who want to go deep — not wide. If senior housing is where you want to build, Haven is where you want to be.
Express Interest About Haven
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