01
Disclosure before commitment
Every material term — fees, conflicts, risks, leverage and the business plan — is set out in the offering documents before an investor commits capital.
Open Governance Center
Governance you can read, not just trust
The standards behind every Haven offering — ownership, conflicts, valuation, reporting and fees — set out in one place.
Texas
Registered LLC
1 entity
Per offering
Disclosed
Every fee
K-1
Annual tax reporting
Our principles
Four commitments that shape every deal
Institutional investors judge a sponsor by its governance as much as its returns. These principles describe how Haven structures, documents and reports on every offering.
02
Alignment of interest
The sponsor's profit share is earned only after investors receive their target preferred return, as defined in each offering's waterfall.
03
Independent operations
Communities are run by licensed, experienced operators under written management agreements with clear performance standards and replacement rights.
04
Accountable reporting
Investors receive regular reporting on occupancy, operations, capital spending and distributions — the good quarters and the hard ones.
Governance standards
Six areas investors should examine
Entity & ownership
Haven Senior Living Partners, LLC is a Texas limited liability company. Each offering is held in its own special-purpose entity, so one property's obligations stay with that property.
Conflicts of interest
Any relationship between the sponsor and an operator, lender, contractor or broker on a deal is disclosed in that offering's documents, along with how it is managed.
Valuation policy
Property values reported to investors are based on stated methods — such as appraisals, broker opinions or income-based models — with the method and date shown.
Fees
Acquisition, asset management, construction, financing and disposition fees, where charged, are listed with their amount and timing. No fee is charged that is not disclosed.
Investor reporting
Regular investor updates cover operating results, occupancy, budget variances, capital projects and distributions, with annual tax reporting on Schedule K-1.
Operator oversight
Operators are reviewed on occupancy, staffing, state inspection results, resident satisfaction and budget performance, with defined steps when standards are not met.
What you receive
The documents behind every offering
Private placement memorandum
The business plan, risks, conflicts, fees and use of proceeds.
Operating agreement
Investor rights, voting, the distribution waterfall and transfer restrictions.
Subscription agreement
Investor representations, including accredited-investor verification.
Regular investor reports
Operating results, occupancy, distributions and capital projects.
Annual Schedule K-1
Each investor's share of income, deductions and depreciation.
Material-event notices
Timely notice of significant changes — refinancing, operator changes, major capital needs.
Stewardship
“Capital entrusted to us carries responsibility. Clear governance is how we honor it.”
Haven Senior Living Partners
Your rights as an investor
Diligence is welcome here
Ask anything
Investors may raise questions directly with the managing partners at any time.
Review documents
Offering documents are available for review with your own attorney, CPA and advisor before you invest.
Verify the sponsor
We welcome reference calls and independent background checks as part of your due diligence.
Escalate concerns
Concerns can be raised in confidence through our contact page and are reviewed by the managing partners.
Use our 25-question due diligence checklist to compare any sponsor, including us.
Questions
Review our governance with your advisor
Schedule a call with the managing partners to walk through our documents, reporting and policies.
This page summarizes Haven's governance approach and is not an offer to sell or a solicitation to buy any security. The binding terms of any offering are set only in its official offering documents. Offerings are available to accredited investors only. Haven Senior Living Partners, LLC · Texas.