Senior Living Community

We are excited to present an exclusive investment opportunity for accredited LP investors. This offering involves the acquisition of two premier assisted living communities in Texas, featuring 57-unit and 60-unit properties with award-winning reputations and solid financial performance. Below are the key highlights of this investment.

Experienced Co-General Partner

  • 18 years of expertise in the senior living sector
  • $1.5 billion of equity deployed across over 12,800 units in 82 transactions spanning 22 states
  • 20 successful asset “roundtrips” with an average 31% IRR and a 3.4x multiple on cash for LP co-investors
  • Current ownership and operational management of communities in three states

Strong Financial Structure for Investors

  • 9.0% Preferred quarterly payments
  • 70/30 LP/GP profit split
  • Leveraged LP IRR of 19.5%
  • Acquisition Cap Rate at 8.6%
  • Exit Cap Rate at 10%

Asset Highlights

  • High Occupancy: Both communities are currently 98% occupied, ensuring stable cash flow
  • Solid NOI: $777,000 current T12 Net Operating Income
  • Favorable Financing: $5.9M assumable, non-recourse HUD debt at a fixed rate of 2.46%
  • Excellent Condition: Built in 1996, requiring minimal capital expenditures
  • Recognized Quality: Both properties earned the U.S. News & World Report Best of Assisted Living award in 2024

Why Invest?

This is a unique opportunity to join us in acquiring two high-performing, well-maintained communities with a minimum investment of $100,000. Benefit from high occupancy, a distinguished reputation, and robust returns while partnering with a seasoned team in the senior living sector.

To learn more about this exclusive opportunity, please complete a confidentiality form at:

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.