01
Bonus depreciation & cost segregation
Building components are separated into faster depreciation schedules, which can create meaningful early-year deductions that may offset passive income for high-income clients.
For CPAs, estate attorneys & wealth advisors
Tax-aware senior housing for your clients
We partner with tax and wealth professionals to offer senior housing investments built for long-term cash flow, asset protection and multi-generational planning.
1031
Exchange compatible
QOZ
Strategies available
K-1
With CPA support
Private
Offering review
Why senior housing
Why tax professionals look at senior housing
Senior housing can combine accelerated depreciation, Opportunity Zone eligibility and 1031 compatibility in a single, operationally grounded investment.
For clients facing capital gains, complex legacy plans or a need for passive income inside trusts, it can serve several goals at once — and we provide the documentation that makes it simple to recommend and clean to report.
Read the market case →Tax strategy tools
Four structures that work for clients
Each can be layered into an existing plan or combined. Our team works directly with yours to find the fit.
02
Qualified Opportunity Zone investing
For clients with recent capital gains, an eligible QOZ investment may defer recognition of those gains and can exclude future appreciation after a 10-year hold, subject to current rules.
03
1031 exchange integration
Only qualifying real-property structures may accommodate a like-kind exchange. An ordinary partnership interest is generally not eligible; specialist review is essential.
04
Trust, estate & family LLC structures
Revocable and irrevocable trusts, family partnerships and estate plans require individualized review of authority, distributions, K-1 reporting and potential basis treatment.
Advisory support
An extension of your practice
Every material carries your firm's credibility, every transaction is documented for compliance, and every client conversation is handled with discretion.
White-labeled materials
Pitch decks, fund overviews and due diligence packages branded to your practice and ready for client meetings.
CPA collaboration
Coordination on available K-1s, depreciation schedules and cost-segregation reports, subject to the offering and reporting timeline.
Client education
Seminars, written briefings and one-on-one sessions on how senior housing fits an estate and legacy plan.
Co-investment options
Structures for trust-held assets, family entities, charitable vehicles and multi-generational plans.
Ideal client profiles
Who this is for
Capital gains exposure
Recent asset sales, business exits or concentrated positions that warrant review of 1031, QOZ or other structures with tax and legal advisors.
Intergenerational transfers
Families preparing for estate transitions who need to evaluate liquidity, distributions, reporting and transfer considerations.
Trusts & charitable plans
CRTs, DAFs, CLTs and revocable trusts that require specialized review of authority, tax treatment and permitted investments.
Legacy-minded ultra-HNW
Investors who want their wealth invested in communities that genuinely matter, with discipline.
What your clients receive
Private real estate with lasting impact
Referral kits & trust-aligned content
Resources clients can read before, during and after investing.
Estate integration & basis planning
Coordinate inheritance and basis questions with estate and tax advisors; outcomes depend on current law and individual circumstances.
Pass-through reporting via K-1
Partnership tax items may be allocated to investors, subject to the documents, tax rules and individual limitations.
Case studies & templates
Documentation frameworks for your advisory process and client conversations.
Why Haven
A partner your firm can stand behind
$2B+ Real Estate Transactions
A track record across economic cycles, with disciplined underwriting at every stage.
Strong operator relationships
Long-standing ties with experienced operators, lenders and development partners.
Transparency by design
Quarterly reporting, direct partner access and full K-1 documentation.
Values-aligned leadership
Our leadership invests alongside partners. Integrity and stewardship are how we operate.
Let's collaborate
Ready to deliver stronger after-tax outcomes?
Let's explore how senior housing can fit your clients' tax, estate and legacy plans.
For accredited investors only. Nothing here is tax or legal advice; clients should consult their own advisors. Tax outcomes depend on individual circumstances and current law. Target returns are not guaranteed. Haven Senior Living Partners, LLC · Texas.