Transform Lives and Build a Legacy: Invest in the Future of Senior Housing
We are excited to present an exclusive value-add investment opportunity for accredited investors: the acquisition of two premier assisted living communities in Texas—a 57-unit and a 60-unit. These award-winning communities have demonstrated 95%+ historical occupancy and offer immediate cash flow, underpinned by strong market fundamentals and a growing need for quality senior care.
This isn’t just about returns—it’s about creating lasting value and meeting a critical societal need.
Why This Opportunity Stands Out
- 25% Projected IRR for Limited Partners
- 9% Preferred Return, paid quarterly
- 2.7x LP Equity Multiple over a 5-year hold
- 2.46% Assumable Fixed Rate HUD Loans (5.5% below market)
- 8.7% Purchase Cap Rate
- 10% Exit Cap Rate
- Cash-flowing from Day One
- Strategic Value-Add Plan to improve rents and tenant experience
These assets are located in underserved markets with limited competition and strong demographic tailwinds. With the U.S. senior population expected to increase by 8 million by 2030, demand for assisted living will only accelerate.
Backed by Trusted Leadership
Operations will be led by Colonial Oaks Communities, a mission-driven senior living operator with over 45 years of experience. Their owner has completed 54 full investment cycles in senior housing, with Limited Partner returns averaging a 31% IRR and 3.4x multiple on cash.
Their mission?
“To love and serve our neighbors.”
This purpose drives every decision—from resident care to investor success.
A Rare Invitation
For the first time, we’re opening this opportunity outside our network. We are seeking a select group of accredited, passive investors who are aligned with our values and ready to make a meaningful impact.
When you invest with us, you’re not only building wealth—you’re:
- Providing dignified housing for seniors
- Supporting a mission rooted in service
- Aligning your capital with long-term value creation
Ready to Join?
This is more than an investment. It’s a calling. A chance to serve, grow, and leave a legacy.
Minimum investment: $100,000
Total raise: $4.35 million
Quarterly income + long-term appreciation
Applications are now open and will close soon. Are you ready to invest in something bigger than yourself?
Together, we can create impact, deliver results, and serve our neighbors with excellence.
Such offer or solicitation may only be made by a delivery of a confidential private offering memorandum or other appropriate disclosure that contains a description of the material terms including, without limitation, risk factors, conflicts of interest, fees, charges, and tax implications relating to such investment and only in those jurisdictions where permitted by applicable law. An investment in The Company is speculative and involves a high degree of risk. An investment in The Company should be considered only by persons who can afford to sustain a loss of their entire investment or to hold their interests indefinitely without the possibility for resale. There is no secondary market for the interests, and none is expected to.