$2B+ in senior housing transactions All 50 states served Senior housing only — not a generalist firm
Sell Your Senior Housing Community in Montana | Haven Senior Investments
Montana · Seller Advisory

Sell Your
Senior Housing
Community in Montana

Trusted by senior housing owners across Montana — Haven delivers confidential, values-driven brokerage backed by $2B+ in senior housing transactions. Know your community's value before you decide.

$3,900
Avg Monthly AL Rate in Montana
81%
Avg Occupancy Statewide
8–12%
Typical Montana Cap Rates
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Tell us about your community — we'll respond within one business day with no obligation.
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If you are looking to purchase, what are the # of units desired per acquisition or project
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Confidential · No obligation · Response within 1 business day

$2B+ in senior housing transactions
Confidential from day one — staff never know
Faith-driven advisory you can trust
Senior housing only — not a generalist firm

What Is Your Montana Community Really Worth?

Understanding your community's value is the first step toward a successful sale. Haven's free Broker Opinion of Value uses current Montana market data, cap rates, and your community's financials to give you a realistic, defensible price range — before you commit to anything.

Estimate My Community's Value →
$3,900
Average monthly assisted living rate in Montana
$5,100
Average monthly memory care rate in Montana
81%+
Average occupancy across Montana ALFs
28%
Projected growth of Montana's 65+ population by 2030
Why Haven

Why Montana Owners Trust Haven to Sell Their Communities

With $2B+ in completed senior housing transactions and decades of experience as brokers, operators, and advisors, Haven understands the unique real estate, licensing, and operational landscape of Montana's market.

🔒

Confidential From Day One

Haven uses NDA-gated, off-market marketing exclusively. No public listings. No signage. No announcements. Your staff, residents, and competitors never know you're considering a sale until you choose to tell them.

💼

$2B+ Senior Housing Experience

Haven has brokered, advised on, or financed over $2 billion in senior housing transactions — across all care levels, all market sizes, and all 50 states. That depth of experience translates directly to better outcomes for Montana sellers.

🙏

Faith-Driven, Owner-First Advisory

Haven was built on a mission of ethical guidance — not just commission maximization. We give you an honest assessment of your community's value and the right timing to sell, even if that means advising you to wait.

Montana Market Overview

Montana Senior Housing Market — 2025

Understanding the current market helps you sell at the right time for the right price. Here's what's happening in Montana.

$3,900
Average monthly assisted living rate in Montana
$5,100
Average monthly memory care rate in Montana
81%
Average occupancy, Montana assisted living communities
28%
Projected 65+ population growth in Montana by 2030
8–12%
Typical cap rate range for Montana senior housing assets
45–75
Days for Montana Department of Public Health and Human Services (DPHHS) change-of-ownership processing
Market Trend

Montana is attracting increased buyer interest from national operators seeking high-yield Mountain West assets. Bozeman's explosive growth is creating premium demand; Billings is Montana's most active transaction market.

Timing Outlook for Sellers

Montana's limited supply, strong yields, and growing Bozeman premium market create strong seller conditions. Quality communities rarely come to market — buyers act quickly when they do.

Top Metros

Billings, Missoula, Bozeman, Great Falls, Helena, Kalispell

Licensing Authority

Montana Department of Public Health and Human Services (DPHHS) — Assisted Living Facility (ALF)

How It Works

Haven's Montana Senior Housing Selling Process

From your first confidential conversation to a licensed, protected close — Haven manages every step.

1

Confidential Consultation

Share your goals and timeline. Haven listens first — no pressure, no obligation.

2

Free BOV

We deliver a Broker Opinion of Value based on current Montana market data and your community's financials.

3

Go-to-Market Strategy

Haven positions and packages your community for maximum value among pre-qualified buyers.

4

Qualified Buyer Outreach

NDA-gated marketing to Haven's national network. Only serious, pre-qualified buyers see your community.

5

Licensed Close

Haven coordinates Montana Department of Public Health and Human Services (DPHHS) COO, lenders, and attorneys to protect your census and revenue through close.

Our Services

What Haven Handles for Montana Sellers

From your first BOV to your final closing statement — Haven manages the entire transaction on your behalf.

🔒

Confidential Process

No public listings, no signage. We market only to NDA-signed, pre-qualified buyers — your staff and residents stay undisturbed.

📊

Free Broker Opinion of Value

Understand your community's true market value before you decide to sell. No obligation, no pressure.

🎯

Targeted Buyer Outreach

Access Haven's national network of pre-qualified operators, institutional buyers, and family office investors.

📋

Licensing Transition Support

Haven coordinates the full change-of-ownership process with the state licensing authority — protecting your census through close.

💰

Capital Solutions

We introduce qualified buyers to senior-housing-specific lenders, accelerating close and maximizing your net proceeds.

🤝

Exit & Succession Planning

Whether you're retiring, transitioning to family, or restructuring — Haven guides you through every option.

Seller Stories

What Montana Sellers Say About Haven

Senior housing owners across Montana trust Haven to guide them through one of the most significant transactions of their lives.

★★★★★

"Haven found a national buyer for our Billings ALF who specifically sought Montana assets. Their network delivered buyers we had no access to locally."

GN
Gerald N.
Owner, ALF · Billings, MT
★★★★★

"Selling in Montana is niche work. Haven understood our Missoula market, the DPHHS process, and exactly what buyers need to operate here."

BK
Barbara K.
Seller, ALF · Missoula, MT
★★★★★

"Haven managed our DPHHS application efficiently. The Montana COO process was faster than expected."

DW
Derek W.
Owner-Operator · Bozeman, MT
FAQ

Seller Questions About Montana Senior Housing

Common questions from Montana senior housing owners considering a sale.

How is my Montana ALF valued?
+
Montana ALFs typically trade at 8–12% cap rates. Bozeman and Missoula premium communities trend toward 7.5–9.5%; Billings, Great Falls, and rural Montana can reach 10–13%. Haven provides free BOVs.
How long does a Montana ALF sale take?
+
DPHHS COO takes 45–75 days. Total transaction time is typically 90–150 days from engagement to close.
Who buys Montana senior housing communities?
+
Montana attracts national buyers seeking premium Mountain West yields, Bozeman-market premium investors, and regional operators. Haven's network spans all profiles.
Is Bozeman's growth affecting my Montana ALF's value?
+
Yes — Bozeman's explosive in-migration from California and the Pacific Northwest is creating premium demand for senior housing in Western Montana. Haven specifically tracks Bozeman submarket cap rate compression and incorporates this into BOVs for Western Montana sellers.
Do I need to disclose my intent to sell to my staff?
+
No — and Haven specifically designs its process to prevent premature disclosure. We use NDA-gated marketing exclusively. Your staff, residents, and competitors are never informed of a potential sale until you choose to disclose — typically at or after closing. This protects your census, your staff stability, and your community's reputation throughout the process.
How does Haven ensure I get the best price for my Montana community?
+
Haven combines accurate market pricing (based on current Montana cap rates and comparable sales), strategic positioning (presenting your community's strengths to the right buyer profile), and competitive marketing (creating buyer competition where possible) to maximize your final sale price. We also advise on pre-sale operational improvements that can meaningfully increase proceeds before going to market.
Take the First Step

Ready to Learn What Your
Montana Community Is Worth?

Schedule a confidential conversation with Haven's senior housing advisory team. No obligation, no pressure — just an honest assessment of your options and the current Montana market.

Confidential · No obligation · Response within 1 business day

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Sell Your Assisted Living Community in Montana

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