Investment Opportunities
Exclusive Senior Housing Investment Opportunity
We are excited to present an exclusive investment opportunity for accredited investors: the acquisition of two premier assisted living communities in Texas, comprising 57 and 60 units respectively.
These award-winning properties have maintained 95%+ occupancy over the past three years, providing immediate cash flow and stability.
Managed by Colonial Oaks, a highly experienced operator with nearly 50 years in the industry and a proven track record of achieving a 31% IRR in prior projects, this opportunity is positioned to deliver attractive financial returns.
Beyond returns, this investment addresses the growing societal need for quality senior care, creating lasting value for communities and investors alike.
We are fundamentally stewards of your capital first. Our strategy prioritizes downside protection while creating strong, compounding returns.
Stable Assets. Exceptional Upside Potential.
Key Financial Metrics
25.4%
Projected Net LP IRR
2.7x
Projected Equity Multiple
9%
Preferred Return
2.46%
Assumable HUD Loan Rate
54%
Cash-on-Cash Annualized Return5-Year
Projected Hold Period
Our structure is designed to reward investors first — Full capital return, 9% preferred return, then profit sharing — ensuring our interests are fully aligned with yours.
Schedule a CallOur Co-General Partner's Proven Track Record
20+
Full Asset Cycles
Completed for LPs
31%
Average IRR
Across LP Investments
34
Successful Co-GP
Investment Exits
64%
Average IRR
Across Co-GP Investments
5.7x
Equity Multiple
Delivered to Co-GP Investors
Our Co-GP's consistent outperformance reflects disciplined investing, operational excellence, and a commitment to stewarding investor capital through all market cycles.
Schedule a CallHow it works
Investment Process
Launching Soon
Senior Living Investment Fund I
A rare opportunity to invest in one of the most resilient and socially impactful asset classes of our generation—senior housing.
Learn More*Accredited investors only. Limited availability.
Launching Soon
Senior Housing Opportunity Zone Fund
A unique investment vehicle designed to deliver long-term tax advantages and powerful impact through purpose-built senior living communities in Qualified Opportunity Zones.
For accredited investors only. Limited allocations available.
Frequently Asked Questions
What is senior housing investing?
Senior housing investing involves acquiring, developing, or funding residential communities that serve older adults—such as assisted living, memory care, and independent living—with the goal of generating stable, long-term returns.
Why is senior housing considered recession-resistant?
Because it's driven by demographic need—not economic cycles. Aging baby boomers and a growing 80+ population ensure steady demand, regardless of market volatility.
What types of senior housing are available to invest in?
Common asset types include Active Adult, Independent Living, Assisted Living, Memory Care, and Skilled Nursing. We focus on Independent Living, Assisted Living, and Memory Care due to their demand.
What returns can I expect?
We target 25–30% IRR with 8% preferred returns and a 70/30 LP-GP profit split over a 5-year hold. Actual returns may vary based on performance and market factors.
Who can invest in your offerings?
We partner with accredited investors, including HNWIs, family offices, RIAs, and institutional capital. Minimums vary by opportunity but typically start at $100,000.
How do I get updates on active deals?
You can subscribe to our investor newsletter or request access to our investor portal, where all new offerings, webinars, and reports are published first.
How is senior housing different from multifamily or industrial real estate?
Senior housing includes operational components (care staff, licensing, meals) and demographic demand that make it distinct. Returns are often higher, but underwriting requires sector-specific experience.
Is this a passive investment?
Yes. Investors participate as Limited Partners (LPs) in syndicated offerings with regular distributions, while Haven Senior Living Partners oversees operations and asset management.