RIA Due Diligence Checklist

Use this checklist to evaluate the suitability and alignment of Haven Senior Living Partners’ senior housing fund for your clients.

• ☐ Is the fund managed by experienced real estate and healthcare professionals?
• ☐ Does the investment offer a clear risk/reward profile appropriate for client goals?
• ☐ Are quarterly reporting and transparency protocols in place?
• ☐ Are assets diversified by geography, operator, and care level?
• ☐ Are there available references from RIAs or institutional partners?
• ☐ Have legal and compliance documents been reviewed (PPM, subscription docs)?
• ☐ Is there a track record of prior successful exits or performance metrics?
• ☐ Are there clear fees, terms, and liquidity provisions explained?
• ☐ Does the fund support ESG/impact investment objectives where applicable?
• ☐ Has a discovery call been completed with Haven Senior Living Partners capital team?