$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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Haven Senior Investments · Haven Realty

Senior Housing &
Assisted Living Brokerage.
Nothing Else.

Haven is a senior housing-only advisory and brokerage firm with $2B+ in completed transactions across all 50 states. We represent buyers and sellers of assisted living, memory care, independent living, skilled nursing, and CCRC communities — with the depth of sector knowledge that only comes from doing nothing else. Haven Senior Investments provides advisory; Haven Realty (Colorado EC.100050248) executes the licensed transaction.

Sell a Community Browse Listings
$2B+
Completed senior
housing transactions
All 50
States
served
16+
Beds — commercial
properties only
Senior
Housing only —
not a generalist
Why Haven Is Different
Senior Housing Is Not a Product We Sell.
It Is the Only Thing We Know.
One sector, zero distractions — every transaction, every relationship, every piece of market data is senior housing. Not a practice group within a generalist firm.
Operator perspective, not just broker perspective — Haven's advisors understand operations, licensing, CHOW, staffing economics, and care delivery — not just cap rates and square footage.
Confidential by default — discretion is a core operating principle. Sellers and buyers expect their intentions to remain private until they choose otherwise.
Commercial only — 16 beds or more — Haven works exclusively with commercial senior housing transactions. We do not represent residential care homes below the commercial threshold.
Faith-driven advisory — Haven is a faith-driven firm. We believe in serving others with honesty, humility, and a commitment to the mission of senior care — not just the transaction.
Advisory and licensed brokerage under one roof — Haven Senior Investments advises; Haven Realty (EC.100050248) executes licensed buy-side and sell-side representation.
Sell-Side Representation

Selling Your Senior
Housing Community
on Your Terms.

Haven's sell-side advisory is built around one goal: maximum proceeds, minimum disruption, maximum confidentiality. We represent owners of assisted living, memory care, independent living, skilled nursing, and CCRC communities who are ready to sell — whether they are first-time sellers, experienced portfolio operators, or family owners looking to transition after decades in the business.

Most senior housing transactions begin with a confidential conversation — not a listing agreement. Haven advises sellers well before they are ready to go to market — on timing, valuation, operational positioning, and how to prepare a community for maximum buyer interest. The best dispositions are planned, not reactive.

Transactions are executed through Haven Realty, Haven's Colorado-licensed commercial real estate brokerage (EC.100050248), which provides the licensed seller representation required to legally negotiate and close a senior housing transaction on your behalf.

Confidential valuation and market analysis
Haven provides a current market valuation before any listing decision — grounded in transaction comparables, operational benchmarking, and local market conditions, not automated models
Confidential off-market marketing
The majority of Haven transactions close off-market — reaching qualified buyers through Haven's registered buyer network without public disclosure that the community is for sale
Qualified buyer sourcing and vetting
Haven pre-qualifies buyers — confirming capital availability, operator experience, and licensing capacity — before presenting offers to sellers. Not every interested party is a viable buyer.
Offer negotiation and deal structuring
Haven negotiates price, terms, seller financing, earnout provisions, transition periods, and seller training arrangements on behalf of the seller — with the operator and operational context that generalist brokers lack
CHOW and licensing coordination
Haven coordinates the Change of Ownership (CHOW) and state licensing transfer process — the most complex and time-sensitive element of any senior housing transaction, and one that generalist brokers frequently underestimate
Due diligence and closing support
Haven supports the seller through buyer due diligence — managing information requests, protecting sensitive operational data, and maintaining deal momentum through the closing process
The Haven Sell-Side Process
01
Confidential consultation & valuation
A Haven advisor reviews your community's financials, occupancy, market position, and operational profile — and provides a current market value range and disposition strategy recommendation. No obligation.
02
Engagement and listing agreement
If you decide to proceed, Haven and Haven Realty execute a listing agreement establishing representation, marketing approach, and timeline. Sellers choose between confidential off-market or structured broad-market processes.
03
Preparation of marketing materials
Haven prepares a Confidential Information Memorandum (CIM) — financial summary, market overview, property details, and operational profile — for distribution to qualified buyers under NDA.
04
Buyer outreach and offer generation
Haven markets to Haven's registered buyer database, targeted outreach to strategic buyers, and — if selected — broader market exposure. Qualified buyers submit Letters of Intent (LOIs).
05
Negotiation, PSA, and due diligence
Haven negotiates the Purchase and Sale Agreement on the seller's behalf. Due diligence is managed to protect confidential operational data while satisfying buyer requirements.
06
CHOW, licensing, and closing
Haven coordinates the CHOW application, state licensing transfer, and all closing requirements — through the final disbursement of sale proceeds.
Learn About Selling with Haven
Types of Buyers Haven Represents
First-Time Senior Housing Buyers
Experienced healthcare professionals, entrepreneurs, and investors entering senior housing for the first time — Haven guides them through asset selection, operational due diligence, licensing, and financing
Experienced Regional Operators
Regional operators acquiring their second, third, or tenth community — Haven sources on-market and off-market acquisitions that match their geographic focus, care model, and growth strategy
Real Estate Investors and Family Offices
Accredited investors and family offices investing in senior housing real estate — with or without operational involvement. Haven matches investors with the right structure and operator partner
1031 Exchange Investors
Investors exchanging appreciated real estate into senior housing — Haven identifies replacement properties within the 45-day identification window and manages the acquisition through closing. Read our 1031 exchange for senior housing guide.
Private Equity and Portfolio Builders
PE funds and platform builders acquiring senior housing portfolios — Haven sources single-asset and multi-asset acquisitions at scale, with the sector depth to underwrite care operations, not just real estate
Mission-Driven and Non-Profit Organizations
Non-profit organizations, faith-based entities, and mission-driven operators acquiring senior housing communities — Haven is a faith-driven firm that understands and values purpose alongside financial return

Beyond Brokerage: Advisory Services

Haven Senior Investments also advises owners, operators and investors outside of a sale:

  • Capital solutions and financing advisory. SBA 7(a) and 504, HUD 232, HUD 223(a)(7), bridge and conventional financing. Haven is not a lender. Explore capital solutions.
  • Consulting, valuations and operational advisory. Valuations, appraisal preparation, feasibility studies, census development and operational benchmarking, with or without a transaction. See consulting services and What's My Property Worth.
  • Investor advisory and portfolio strategy. Deal flow, market data, operator introductions and portfolio reviews. For investors.
  • Development advisory. Site assessment, feasibility, product-type selection, operator selection and development capital introductions.
Buy-Side Representation

Finding the Right
Senior Housing
Acquisition.

Haven's buy-side representation goes beyond listing search. Most of the best senior housing acquisitions never appear on the open market — they are surfaced through relationships, direct outreach, and a buyer network that operators trust with off-market conversations because they know Haven will not publicize what they are told in confidence.

Registered buyers in Haven's network receive early access to exclusive and off-market opportunities before properties are broadly marketed. Registration is free — buyers complete a profile establishing their acquisition criteria, capital availability, and operator qualifications so Haven can match opportunities accurately.

For buyers using financing, Haven's capital advisory team identifies the appropriate loan program — SBA 7(a), HUD 232, Fannie Mae, Freddie Mac, or conventional bridge — and introduces buyers to lenders with senior housing transaction experience.

On-market and off-market acquisition sourcing
Access to Haven's national listing inventory plus early-access off-market opportunities available only to registered buyers. Learn how to find off-market senior housing deals.
Operational and financial due diligence support
Haven supports buyers through financial analysis, market review, operational assessment, and regulatory history evaluation — the senior-housing-specific elements generalist advisors miss
Offer strategy and PSA negotiation
Haven structures offers competitively and negotiates Purchase and Sale Agreement terms on the buyer's behalf — balancing price, contingencies, transition terms, and closing timeline
Financing identification and lender introductions
Haven's capital advisory identifies the right loan program for each buyer's profile and connects them to lenders with senior housing experience — not generic commercial real estate lenders
CHOW coordination and licensing support
The licensing transfer is the buyer's operational starting point — Haven coordinates the CHOW application, state licensing process, and provisional licensing requirements from day one of due diligence
Asset Types — Commercial Senior Housing

Every Senior Housing
Property Type. All 50 States.

Haven brokers transactions across every major senior housing asset class — 16 beds or more, commercial properties only. Each asset type requires distinct operational, licensing, and underwriting expertise. Haven brings that expertise to every engagement.

AL
Assisted Living
Licensed personal care communities providing ADL assistance — Haven's largest and most active transaction category. 16–400+ beds, all markets, private pay and mixed payor structures.
Primary transaction category — largest buyer pool
MC
Memory Care
Specialized secured communities for residents with Alzheimer's and dementia. Standalone and combined AL/MC campuses. Highest private-pay revenue per bed, strongest demand trajectory.
Highest per-bed revenue — strongest long-term demand
IL
Independent Living
Age-restricted communities for active seniors — amenity-rich, activity-centered, primarily private pay. Lower regulatory burden, GSE-financeable, strong institutional buyer interest.
Lowest regulatory burden — institutional buyer appeal
SNF
Skilled Nursing
24-hour licensed nursing care for post-acute rehab and long-term care. Higher Medicaid/Medicare exposure, higher cap rates, experienced operators and CON-state expertise required.
Higher cap rates — operator experience critical
CCRC
CCRCs & Life Plan Communities
Continuum-of-care campus communities offering IL, AL, MC, and SNF under one ownership — aging in place at scale. Complex multi-license structures, institutional and mission-driven buyers.
Largest transaction size — most complex structure
Portfolio & Multi-Site
Portfolio Transactions
Two or more senior housing communities transacted together — whether as a portfolio sale, regional platform acquisition, or phased transaction. Haven structures and executes multi-site deals of all sizes.
PE and REIT buyer universe — higher aggregate value
The Haven Difference

Generalists Broker Real Estate.
We Broker Senior Housing.

The difference between a senior housing specialist and a generalist commercial real estate broker is not branding — it is knowledge. Senior housing transactions involve care licenses, CHOW applications, state regulatory agencies, operational due diligence, dual income streams, and buyer vetting requirements that simply do not exist in other commercial real estate categories.

A generalist broker can close a retail or industrial deal without ever understanding the business. A senior housing deal that closes with the wrong buyer — one who lacks the operational capability or capital to sustain a licensed care community — damages residents, families, and the seller's legacy. Haven takes that responsibility seriously.

Our Operating Conviction
"As each has received a gift, use it to serve one another, as good stewards of God's varied grace." — We are not just advisors. We are stewards of the transactions that determine where vulnerable people live and how they are cared for. That weight shapes every engagement.
01
Senior housing only
Every member of Haven's advisory team works exclusively in senior housing — no multifamily, no retail, no industrial. The depth of sector knowledge this creates is not replicable by a generalist.
02
Operator fluency
Haven's advisors understand the operational side of senior housing — staffing economics, census management, licensing requirements, survey results — not just the real estate side.
03
Buyer qualification discipline
Haven pre-qualifies buyers before presenting offers — capital confirmation, operator experience verification, licensing capacity — protecting sellers from transactions that will not close or operators who will not succeed.
04
CHOW expertise
The Change of Ownership process is the most time-sensitive and complex element of senior housing transactions. Haven navigates CHOW applications, provisional licensing, and state regulatory timelines with precision.
05
National buyer and seller network
Haven's registered buyer database and seller relationships span all 50 states — with the depth of real relationships that produce off-market transactions, not just MLS listings.
06
Capital solutions integration
Transactions that don't close don't help anyone. Haven's capital advisory team identifies financing for buyers — SBA, HUD, agency, bridge — ensuring deals have the capital certainty to close.
07

No Long-Term Lock-Ins

Haven doesn't require extended listing agreements. We earn the engagement by performing.

08

Value-Add Guidance Before Marketing

Before your community goes to market, we identify improvements that can raise your sale price.

CapabilityHaven Senior InvestmentsGeneralist Broker
Senior housing specialization✓✕
CHOW & licensing expertise in all 50 states✓✕
Pre-qualified senior housing buyer network✓✕
Off-market deal access✓Rarely
Medicaid census & operational understanding✓✕
HUD financing knowledge & lender referrals✓✕
Faith-driven, transparent advisory✓Varies
Transition & occupancy protection through close✓✕
Track Record

$2B+ in Senior Housing
Transactions Completed.

Haven's track record spans $2B+ in senior housing transactions across all 50 states — representing sellers and buyers in markets from rural Texas to suburban California, from small family-owned assisted living communities to multi-community portfolio transactions.

Completed transactions are the truest measure of a brokerage firm's capability — not listings, not market reports, not website traffic. Haven's track record represents communities that closed, operators that took over, and families whose loved ones continued to receive the care they needed through a professionally managed transition.

$2B+
Total senior housing transaction volume
All 50
States with completed transactions
AL / MC
Primary transaction asset classes
2001
Year Haven Realty was founded
Recent Haven Transactions
44-Bed Memory Care — Fresno MSA, California
Buyers Elsa Nguyen and Garrison Gilbert — co-founders of InvestNOW Capital, a private equity real estate firm
Assisted Living — Illinois
Acquisition of Willowbrook Senior Living by Horizon Health — facilitated by Rebecca Van Wieren of Haven
47-Unit Memory Care Business — Kansas
High-end luxury memory care business transaction — successful sale of the care business and real estate
64-Bed Assisted Living — Northeast Kansas City, Missouri
Successful sale of a 64-bed assisted living facility — one of multiple Haven transactions in the Kansas City corridor
27-Bed Assisted Living Business — Cypress, Texas
Negotiated sale of a 27-bed licensed assisted living business in the Houston MSA
56-Bed Independent Living — (Undisclosed Market)
Facilitated sale of a 56-bed independent living facility — confidential buyer and seller per transaction agreement
View All Press Releases

What Our Clients Say

★★★★★

"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."

Dorothy W.

Owner, 24-bed ALF · Birmingham, AL

★★★★★

"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."

Susan M.

Former Community Owner · Arizona

★★★★★

"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."

Robert L.

CCRC Seller · Texas

How to Choose a Senior Housing Broker

Regional vs. national senior housing brokers: how to choose

Both regional and national brokers can sell senior housing well. The differences below are general tendencies, not rules, and individual firms vary.

Regional vs. national senior housing brokers (typical)
FactorRegional brokerNational broker
Local market knowledgeTypically deep familiarity with one metro area or stateTypically broad data across many states; local depth depends on the team assigned
Buyer reachTypically concentrated among local and regional buyersTypically wider reach to regional, national, and institutional buyers
Specialization in senior housingVaries; some focus on senior housing, others cover many property typesVaries; some focus on senior housing, others cover many property types
Deal size focusTypically smaller and mid-sized single communitiesTypically a wider range, from single communities to multi-state portfolios
Attention from senior team membersTypically direct involvement from principals on most dealsVaries; on larger platforms, day-to-day work may sit with junior staff
Licensing/CHOW familiarityTypically strong in its home stateTypically experience with licensing and change-of-ownership (CHOW) rules in several states
Fee structureTypically negotiated per engagement; ask what is includedTypically 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.

How private owners should choose a senior housing broker

Ask every broker you interview about the following:

  • Closed senior housing transactions, by asset type
  • Their typical buyers and how they reach them
  • Their confidentiality process
  • Their valuation approach
  • The expected timeline and process
  • Who handles the deal day to day
  • Their fee structure and what it includes
  • How they handle due diligence, re-trades, and licensing
  • References from past sellers

For a closer look at fees versus service, read our guide: Full-Service Senior Housing Advisor vs. Discount Broker.

Qualifications to Look For

  • A track record of closed senior housing deals, by asset type
  • Real estate brokerage licensure, plus healthcare licensing and change-of-ownership experience
  • Valuation and deal-structuring expertise
  • A network of qualified buyers, not just a listing platform

For a closer look at fees and services, see Full-Service Senior Housing Advisor vs. Discount Broker.

Frequently Asked Questions

Should I use a regional or national senior housing 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.

What are the top questions to ask a senior housing broker?

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.

Is Haven a senior housing M&A advisor or a business broker?

Both. Haven Senior Investments provides M&A advisory, including valuation, strategy and deal structuring, and Haven Realty, a licensed brokerage, executes the transaction. Most assisted living sales include both the real estate and the operating business, and Haven handles them together or separately.

What types of senior housing does Haven broker?

Assisted living, memory care, independent living, skilled nursing, CCRCs and life plan communities, and multi-property portfolios.

What size facilities does Haven represent?

Commercial senior housing with 16 or more beds, from single communities to portfolios, in all 50 states.

How are senior housing broker fees structured?

Fees are negotiated per engagement, based on deal size and scope. Ask any broker to put the fee structure and the services it covers in writing before you sign.

Start a Conversation

Buyers, Sellers, and
Investors — We Are Here.

Haven's brokerage team serves buyers and sellers of senior housing communities across all 50 states — from confidential valuation conversations with owners considering a future sale, to active acquisition searches for buyers with clear criteria and available capital.

Every engagement begins with a conversation — not a listing agreement. Whether you are ready to sell today, planning a disposition in two years, actively searching for acquisitions, or simply trying to understand what your community is worth in today's market, Haven is the right call.

Sell a senior housing community — confidential valuation, buyer sourcing, and transaction management from listing to closing
Buy a senior housing community — on-market and off-market identification, due diligence, financing, and CHOW coordination
Free market valuation — understand what your community is worth in today's market, no obligation
Register as a buyer — access Haven's exclusive and off-market listing inventory before properties hit the open market
Portfolio transaction advisory — multi-site dispositions, portfolio acquisitions, and platform-building transactions
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