We can help you make informed decisions regarding service and asset repositioning, building needs, renovations, new construction, mergers, acquisitions, and dispositions. Our approach to your project starts long before a shovel hits the ground by creating a clear view of important senior housing trends, market conditions, and growth opportunities.

Our team brings decades of experience, having performed more than 500 senior living market and financial feasibility studies across the nation to help leadership teams define the scope, budget, and schedule of their senior living development or repositioning projects.

Our planning services include:

• Strategic planning and life cycle analysis
• Site selection
• Project definition and capital planning
• Selection and management of project teams
• Master planning
• Market feasibility studies and customer research
• Facility condition assessments
• Design process and value engineering oversight
• Real estate due diligence: entitlements, zoning, surveys, and municipal approvals
• Seniors housing dispositions

We work closely with clients to tailor your project’s financing strategy to your specific risk profile and capital requirements and then assist in financing coordination. 

Our financial models are highly dynamic and have built-in capabilities for testing various sensitivities, scenarios, and assumptions.

Our financial services include:

• Project feasibility studies
• Project budget development
• Financial modeling
• Debt capacity and capital planning analysis
• Financing coordination
• Cash flow management
• Economic development incentives procurement, such as TIF, tax credits, and other municipal programs
• Coordination of multi-phased project financing
• Construction cost escalation mitigation

Managing a senior living capital project requires making hundreds of informed decisions about construction delivery methods, architects and contractors, efficient space usage, project budgets, and phasing schedules. Our team has completed billions of dollars in new construction and renovation projects and can assist your organization concept through completion.

Our services include:

• Owner’s representation services
• Change order management
• Project accounting procedures, controls, and reporting guidelines
• Payment application and invoice processing
• Furniture, fixture, and equipment (FF&E) coordination
• Technology coordination
• Project closeout: warranties, as-built documentation, inspections, and commissioning
• Move management