Proven Track Record
Some examples of turnarounds from our operating partners
These results demonstrate the execution capability of our operating partners. This is the same approach we bring to every deal.
62 units Assisted Living and Memory Care, South Carolina
Purchased 2022 → refi 2023 → sale April 2026
The Challenge:
Acquired at just 42% occupancy with deferred maintenance, poor reputation in the market, and high staff turnover that made consistent care delivery difficult.
The Turnaround:
Our operating partner stabilized leadership, invested in staff training and retention, upgraded key resident-facing amenities, and rebuilt trust with families and referral sources. Within 18 months, occupancy climbed to 91% and the property refinanced to return investor capital.
The Result:
Investors received their initial capital back within 12 months through the refinance. The property is now a stable, well-regarded community generating strong cash flow
50 Assisted Living Facility, Texas
Purchased 2024 → Refi 2025 → Stabilization (currently)
The Challenge:
Acquired at 31% occupancy. The property had poor reputation, deferred maintenance, and struggled to attract and retain residents in a competitive market.
The Turnaround:
Our operating partner immediately stabilized leadership and rebuilt the care team, while completing strategic renovations by July 2025. The focus was on staff retention, care quality, and rebuilding trust with families and referral networks. Within 18 months, the property transformed from a struggling asset to a thriving community.
The Result:​
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Occupancy climbed from 31% to 81% (+50 percentage points)
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Gross margin improved +39 percentage points
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Property now generates strong cash flow and commands premium rates in the market
