$2B+ in senior housing transactions All 50 states served Senior housing only — not a generalist firm

SeniorCRE — Operator-Controlled Operating Infrastructure

SeniorCRE is developing an Operator-Controlled Operating Record for senior housing and care. Built capabilities describe controlled SeniorCRE environments, not operator-production readiness. The operating record is pre-production and has not been implemented in a community.

Why It Matters

Senior housing is moving into its infrastructure era.

Operators run their communities on separate EHR, eMAR, CRM, payroll, staffing and BI systems. That makes it hard to spot risk early, bill accurately, forecast NOI, or show capital partners what's actually happening.

SeniorCRE is designed to connect resident, clinical, labor, census, financial, market and asset data into one governed, auditable record that the operator controls. Purpose-built agents then read from that record. The buyer's diligence and the investor's oversight use the same record.

"SeniorCRE is not valuable because it has AI."

"SeniorCRE is valuable because AI makes trusted operating data exponentially more important."

For Buyers

What you underwrite is what you buy.

The Buyer Workbench describes transaction workflows separately from the planned operating record. No live operator-record connection or automatic post-close production integration is claimed here.

SeniorCRE Due Diligence Center showing financial documents, inspections, legal compliance and market analysis progress
Due Diligence Center — image courtesy of SeniorCRE.
  • Investment Command Center — portfolio value, income, average cap rate and recent activity in one place.
  • Due Diligence Center — an AI-assisted workflow with insights at each phase.
  • NDA-gated OM access — described NDA workflows require confirmation of current availability.
  • Search, saved properties and deal alerts — filter by care type and market, then follow each deal from LOI to closing.
  • Post-close integration — planned handoff workflows require operator readiness and validation.

Deal Analysis & Modeling

ROI, NOI and cash-flow projections, plus deeper underwriting models.

Capital Intelligence

A twelve-pillar macro and sector stress index. Each pillar shows its formula, sources and month-end history.

Risk Assessment

AI-powered risk analysis and side-by-side property comparison.

Document Repository

Secure storage for every diligence and transaction document.

For Investors

Operating visibility for institutional capital.

The Investment Portal has registered investors and users. Continuous operating-data monitoring, covenant oversight and operator-record metrics are designed capabilities, not evidence of operator-community deployment.

REIT Compliance Monitoring

Asset tests, income tests, TRS limits and distribution tracking. SeniorCRE lists this capability as under evaluation.

IRC §856 Engine

Designed to classify rent and service income lease by lease and clause by clause, with supporting §856 memos.

§1031 Exchange Planning

45/180-day deadline tracking, a replacement pipeline, QI workflow and reverse exchanges.

Asset Management

Operator KPI rollups, covenant compliance, NCREIF/NAREIT benchmarks, ESG and LP reporting.

Portfolio metric timing
Designed; not operator-production
NOI bridge inputs
Occupancy · payer mix · agency labor · denials · length of stay
Access controls
Each property's data kept separate, with detailed role-based access
Audit trail
Designed audit trail; verify scope and readiness
Reference data
NIC MAP Vision · CMS Care Compare · public 10-K & PPM benchmarks
Haven + SeniorCRE

Advisory from Haven. Data from SeniorCRE.

Haven Senior Investments represents buyers, sellers and capital partners in senior housing transactions. SeniorCRE is developing operating infrastructure; Haven’s advisory work does not depend on an unimplemented community record. Family owners planning a transition can start with our assisted living succession planning guide, and owners preparing to sell can compare a full-service advisor vs. discount broker.

Find

Browse Haven's inventory and set up SeniorCRE deal alerts for your target markets.

Diligence

Sign the NDA, open the OM and work through the Due Diligence Center step by step.

Close

Haven's advisors guide you from LOI through closing. SeniorCRE tracks each step of the deal.

Oversee

Ongoing operating visibility remains dependent on future validated deployment.

Capability status — reviewed November 1, 2026: SeniorCRE states that its operating record is still in design and has not yet been deployed with an operator in production. Some features listed above are under evaluation or on its roadmap. Ask SeniorCRE what is available today before relying on any feature. For current status, see SeniorCRE implementation status.

Ready to put SeniorCRE to work?

Start with the side of the deal you're on, or talk to a Haven advisor first.