Senior Living
Investment
& Advisory
Haven Senior Investments is a senior housing advisory and consulting firm serving owners, operators, buyers, investors, and developers across all 50 states. We provide the market intelligence, buyer access, capital connections, and transaction guidance that senior housing professionals need — backed by over $2 billion in completed advisory engagements.
"Senior housing only. Commercial only. 16+ beds, all care types, all 50 states. Every advisor at Haven works exclusively in this sector — not as one practice among many, but as our complete focus."
About HavenSix Advisory Service
Lines. One Focus.
Haven's advisory practice is organized around the full lifecycle of senior housing investment and ownership — from the first exploration of value through disposition, recapitalization, and development. Every service is available nationally, exclusively for commercial senior housing of 16+ beds.
Haven's sell-side practice guides owners through the full arc of a senior housing sale — from confidential valuation and pre-market preparation through buyer qualification, negotiation, due diligence, and closing. Every engagement begins with an Advisory Engagement Letter that protects your information before a single document changes hands.
Brokerage services in connection with a transaction are performed by Haven Realty, LLC, our licensed brokerage subsidiary. Haven Senior Investments provides the advisory, strategic, and marketing intelligence that maximizes the outcome.
- Confidential valuation — business and real estate, not just a per-bed multiple
- Pre-market value-add guidance — what to improve before going to market
- Targeted marketing to Haven's registered buyer database of qualified acquirers
- Confidential Information Memoranda (CIM) for qualified buyer outreach
- LOI review, negotiation advisory, and contract coordination with legal counsel
- CHOW process guidance and due diligence management through close
Haven connects qualified buyers with senior housing communities that match their stated acquisition criteria — from on-market listings across the national inventory to off-market communities that never appear on public platforms. Register your acquisition criteria and receive confidential property introductions as matched opportunities emerge.
Haven's buy-side practice supports buyers through every phase: sourcing, initial underwriting, site visits, due diligence structuring, LOI review, and coordination with lenders and legal counsel through closing.
- Buyer registration and matched inventory notification
- On-market listings — national inventory, all 50 states, 16+ beds
- Off-market sourcing — communities not publicly listed
- Initial underwriting support — census, payor mix, staffing cost review
- Due diligence coordination — license history, survey analysis, site visit facilitation
- Capital introduction — SBA, HUD, bridge, and conventional lenders
Haven is not a lender — we are capital market advisors who understand the full range of financing available to senior housing owners, operators, and developers, and who connect them with the right lenders, CDCs, and capital sources for their specific transaction. Senior housing financing is categorically different from conventional commercial real estate, and the lender matters as much as the rate.
- SBA 7(a) & 504: Owner-occupied senior housing acquisitions and refinancing
- SBA 504 Green: Energy efficiency / renewable energy capital — unlimited aggregate as of April 2024
- HUD Section 232: New construction and substantial rehabilitation of AL, MC, SNF
- HUD 223(a)(7): Streamlined refinancing of existing FHA-insured senior housing loans
- Bridge financing: Acquisition and stabilization bridge lending for value-add opportunities
- Conventional & CMBS: Stabilized senior housing communities priced on proven NOI
Haven's consulting practice serves senior housing owners and operators who need expert guidance outside of a transaction context — whether that is a pre-sale valuation, a market feasibility study, operational benchmarking, or strategic planning for growth or repositioning.
Haven's consulting engagements are independent of any transaction obligation. We are paid for our advisory — not contingent on a sale, acquisition, or financing event.
- Free Valuation Calculator: Immediate online estimate of community value
- Formal appraisal advisory: Preparation for third-party appraisal and lender review
- Market feasibility: Demand analysis, competitive landscape, site-level projections
- Census development: Occupancy improvement strategies, referral source development
- Operational benchmarking: Cost structure analysis, staffing optimization, NOI improvement
Haven advises institutional investors, family offices, private equity groups, and individual accredited investors on senior housing as an asset class — providing the market intelligence, deal flow, and structural guidance needed to build and manage senior housing exposure across all major care types.
With $24 billion in rolling transaction volume (JLL 2026), 86% of institutional investors increasing exposure in 2026, and occupancy at 18-year highs, the entry window for strategic senior housing investment is active and well-documented.
- Deal flow — curated senior housing investment opportunities matched to criteria
- Market intelligence — NIC MAP data, cap rate benchmarks, regional occupancy trends
- Operator introductions — qualified management partners for passive investors
- Portfolio review — existing holdings assessment, value optimization, exit timing
- Investment thesis development — sector education for new entrants to senior housing
Senior housing development requires more than a good site and a willing lender. It requires a precise understanding of local demand, competitive dynamics, regulatory requirements, care model economics, and the capital structures that can fund ground-up construction at a scale that pencils at today's costs.
Haven advises developers and landowners on senior housing feasibility — from initial site assessment through predevelopment planning, capital sourcing, and operator selection — for all care types and product levels.
- Site assessment — zoning, entitlement risk, demographics, competitive supply
- Market feasibility — age-qualified demand, absorption projections, supportable rents
- Product type selection — IL, AL, MC, Active Adult, CCRC, or mixed-care campus
- Development capital — construction financing introductions for qualified projects
- Operator selection — identifying and negotiating with management partners
- HUD Section 232 new construction underwriting advisory
Why Senior Housing
Professionals Choose Haven
Haven is not a generalist commercial real estate firm that handles senior housing among other asset classes. Senior housing is the only thing we do — which means the depth of knowledge, the quality of our buyer relationships, and the precision of our market intelligence are categorically different from what a generalist advisor can offer.
Every advisor at Haven works exclusively in senior housing. No generalist commercial real estate. No multifamily. No industrial. This is our complete focus — and it shows in our buyer relationships, our market knowledge, and our transaction outcomes.
Haven maintains a registered database of financially qualified buyers actively seeking senior housing acquisitions across all 50 states — pre-screened for capacity, experience, and stated acquisition criteria. No generalist buyer list.
Staff, residents, competitors, and referral sources never need to know a transaction is being explored. Haven's entire process is designed around discretion — from the Advisory Engagement Letter through closing and CHOW approval.
Sellers are never tied to extended listing agreements. Haven earns continued engagement by performing — not by contractual obligation. If we are not delivering value, the engagement ends. That is the only standard we operate under.
Every Haven engagement draws on the full depth of the advisory team — not a single agent working alone. Sellers and buyers benefit from collective expertise in valuation, marketing, deal structure, capital markets, licensing, and operational analysis.
Haven's advisory is grounded in current market data — NIC MAP occupancy benchmarks, JLL transaction comps, CBRE cap rate surveys, and state-specific demographic projections — not guesswork or outdated rules of thumb.
Haven advises on senior housing transactions nationally — from California RCFEs and Texas assisted living to Northeastern SNFs and Southern memory care campuses. No geographic limitation. No preferred market. Wherever the opportunity is.
Haven identifies specific operational and financial improvements that can materially increase a community's sale price — before the marketing process begins. Sellers who plan ahead consistently achieve better outcomes than those who go to market unprepared.
Six Types of Senior Housing
Professionals Haven Advises
Haven's advisory practice serves every major participant in the senior housing investment ecosystem. The common thread: commercial senior housing, 16+ beds. Haven does not advise on residential board-and-care homes, single-family residential care, or any facility below the 16-bed commercial threshold.
Whether you are actively planning to sell, beginning to explore value, or simply want to understand what your community is worth in today's market, Haven's sell-side advisory begins with a confidential conversation — no obligation, no commitment, no disclosure to staff or residents. Many sellers engage Haven years before they are ready to sell — using our advisory to optimize value over time.
Senior housing operators seeking to acquire additional communities — whether adding a second location or building a multi-site portfolio — benefit from Haven's off-market sourcing, buyer matching, and due diligence support. Haven matches acquisition criteria to both public listings and confidentially marketed opportunities that never appear on public platforms.
Institutional capital seeking senior housing exposure — whether direct acquisition, joint venture with an operator, or LP investment in a senior housing fund — benefits from Haven's deal flow, market intelligence, and operator network. With 86% of investors increasing senior housing exposure in 2026 (JLL), the competition for quality assets is acute and sourcing relationships matter.
Individual accredited investors entering senior housing for the first time face a steep learning curve: licensing frameworks, CHOW processes, payor mix dynamics, and operating cost structures that have no parallel in other real estate asset classes. Haven provides the education, deal flow, and operator introductions that first-time senior housing investors need to move with confidence.
Developers planning new senior housing construction — independent living, assisted living, memory care, active adult, or mixed-care campuses — need market feasibility, regulatory analysis, and capital sources that understand the development economics of senior housing. Haven advises on both ground-up development and adaptive reuse projects nationally.
Banks, CDCs, life companies, and other capital providers serving the senior housing sector work with Haven to identify qualified borrowers and operators seeking financing. Haven's relationships across the senior housing investment ecosystem connect capital with the right opportunities — and operators with the right capital structure for their specific asset and business plan.
The Market Has Never Been
Better Positioned for Action
The convergence of record occupancy, decade-high transaction volume, record-low new supply, and the oldest Baby Boomers turning 80 in 2026 has created a market environment that rewards deliberate, well-advised action — whether buying, selling, or developing.
Sellers who act in 2026 bring assets to market at record occupancy, rising cap rate compression, and intense institutional appetite. Buyers who move now are acquiring ahead of continued occupancy and rent growth with limited near-term new supply competition. Developers who start now open in 2028 — into a supply-constrained market with a decade of demographic tailwind behind it.
From First Conversation
to Completed Transaction
Haven's process is designed around one principle: no obligation until you are ready to proceed. The first conversation is free, confidential, and commits you to nothing. From there, every step is clearly defined, and you control the pace.
A 30–45 minute conversation with a Haven advisor — by phone, video, or in person. No cost, no obligation, no disclosure. We learn your situation, your goals, and your timeline. You learn how Haven works and what to expect. Nothing is committed until both parties are ready.
If you choose to proceed, Haven issues an Advisory Engagement Letter — formally protecting your confidential information. We then conduct a comprehensive analysis of your community or acquisition target: financials, operating metrics, licensing history, competitive landscape, and market value.
Together, we develop and execute a strategy tailored to your objectives — whether confidential marketing to a targeted buyer list, active acquisition sourcing, capital market outreach, or pre-sale value-add work. Every decision reflects your stated goals for price, timing, confidentiality, and transition.
Haven manages the transaction through close — coordinating with legal counsel, lenders, state licensing authorities, and all parties. For licensed senior housing, we guide the CHOW process from application through new license issuance, ensuring a clean operational transition that protects census, staff, and resident care quality.
Senior Housing Investors & Operators
SeniorCRE® is the purpose-built platform for senior housing deal analysis, portfolio management, and operational intelligence. Model scenarios, track diligence, compare deals, manage documents, and monitor operating metrics — all inside one platform built exclusively for this asset class. Used by investors, operators, and advisors across the Haven network.
Start a Confidential
Conversation with Haven
Whether you are selling, buying, raising capital, or exploring a development opportunity in senior housing — Haven's advisory team begins with a confidential consultation that costs nothing and commits you to nothing. Tell us where you are, and we will tell you what is possible.
Senior Housing Advisory & Consulting
A HavenCo, LLC Company
All inquiries are held in strict confidence. Haven does not disclose client information without explicit written authorization. No obligation is created by contacting Haven or scheduling a consultation.
