Investor
Resources
Hub
Advanced tools, white papers, financial models, market intelligence, and educational content — built specifically for HNW individuals, RIAs, and family offices investing in senior housing. Everything in one place.
Underwriting & Return
Calculators
Professional-grade Excel models for evaluating senior housing investment returns — built to match the structures Haven uses in real acquisitions. Download and run your own projections before your discovery call.
Haven's interactive cap-rate-based valuation tool — enter NOI, select care type and market, and get an instant estimated property value with location adjustments. Available directly online, no download required.
NOI, RevPAR, EBITDAR, cap rates, and debt service coverage — the metrics that actually matter when evaluating a senior housing investment. With annotated examples.
Read GuideA data-driven comparison of senior housing yield, stability, and occupancy resilience against multifamily, industrial, office, retail, and self-storage.
Read ArticleA full walkthrough of cost segregation, bonus depreciation, and accelerated schedules applied to a $20M senior housing acquisition.
Read ArticleMarket Reports &
Research
Data-driven senior housing research — from macro economic analysis to sector comparisons to state-level opportunity deep dives. Updated regularly, free to access.
The complete archive of Haven's market research — covering Japan's rate shock, the bond market crack, OZ investing, and the full case for senior housing as the decade's most compelling asset class.
How needs-based demand insulates senior housing from the cyclical pressures affecting office, retail, and even multifamily in the current environment.
Read Quantitative ReviewCap rates, occupancy trends, transaction volume, and pipeline — the institutional-grade quarterly review for family offices and partners.
Read Market InsightInstitutional capital is bullish. What the ULI and PREA rankings mean for individual and family office investors who are still on the sidelines.
Read ComparisonSide-by-side fundamentals, risks, and allocation strategy through 2030 — for investors deciding between these two need-based real estate categories.
Read Macro AlertJapan's 20-year bond yield spike and the cascading implications for commercial real estate — and why senior housing is better positioned than most sectors.
Read White PaperStacking three powerful tax incentives in a single senior housing investment — the most tax-efficient structure currently available to accredited investors.
ReadInvestor Presentations
On Demand
Four carefully produced investor presentations covering every major aspect of the senior housing investment case. Watch on your schedule — or request a private session for your team.
The comprehensive investment case for senior housing — demographics, supply-demand, financial returns, and why institutional capital is moving in now.
Watch PresentationA theological and practical case for senior housing as an expression of biblical stewardship — for faith-driven investors who want capital and conviction aligned.
Watch PresentationA sector overview and education presentation for investors approaching senior housing for the first time — covering the market, the opportunity, and the risks.
WatchFive Shows Worth
Listening To
Senior housing intelligence in audio format — from Haven's own podcast to the five most essential shows in the sector. Build expertise during your commute.
Learn Before
You Invest
Everything a serious investor needs to understand senior housing — from basic concepts to complex regulatory dynamics. Free, no sign-up required.
Organized by topic: Getting Started, Investment Structures, Accreditation, Risk & Due Diligence, Tax & Finance, Operations & Exit. The most common investor questions answered clearly.
Browse FAQ Education HubFive core topics — market dynamics, investment strategy, financial metrics, regulatory know-how, and emerging trends — plus three learning paths for different investor types.
Start Learning ArticleA long-form investor guide covering the full arc from "what is senior housing?" through risk management, deal structures, and exit strategies — all in one piece.
Read Due DiligenceRegulatory risk, operational complexity, staffing, reimbursement exposure — the real risks every investor should understand before committing capital.
Read EducationLP/GP structures, preferred returns, waterfalls, equity multiples, and IRR — a clear explainer for investors evaluating a senior housing syndication for the first time.
Read AnalysisHistorical occupancy data, revenue resilience, and the needs-based demand dynamic that makes senior housing more defensive than most real estate categories during economic downturns.
ReadGuides & Downloadable
Resources
Free downloadable guides, white papers, and investor kits — ready to save, share with your advisor, or review before your discovery call.
Every Resource
in One Place
Jump directly to any Haven resource — no login, no registration, all free.
From Resources
to Results
The resources give you the foundation. The discovery call is where we put it into action. Schedule a 1-on-1 strategy call with Haven's investment team and let's talk about your specific goals, timeline, and the opportunities that match your profile.
Haven Senior Living Partners · For accredited investors only · $100K minimum