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Launching Soon | Senior Housing OZ Fund | Haven Senior Living Partners
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Senior Housing
Transformational
Opportunity Zone Fund

A unique investment vehicle designed to deliver long-term tax advantages and powerful impact through purpose-built senior living communities in Qualified Opportunity Zones.

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For accredited investors only. Limited allocations available.
General solicitation pursuant to Rule 506(c). Target projections are not guarantees.
Past performance is not indicative of future results. See PPM for full risks and fees.

Institutional Validation

Follow the Capital.
It Already Knows.

Before you evaluate any individual opportunity, ask one question: where did the world's most disciplined capital allocators put their money — and why did they move before most investors noticed? The answer is the foundation of every investment Haven makes.

Welltower
$50B+
Private-Pay Senior Housing Position
Welltower didn't build a $50 billion senior housing position on principle. They built it because the supply-demand math is structurally irreversible — and because operator quality is the dominant variable in senior housing returns. That is the same thesis Haven applies to every acquisition in its pipeline.
Blackstone
Multi-B
Platform Acquisitions Built on Operator Quality
Blackstone has deployed billions into senior housing through platform acquisitions, betting specifically on the operational upside available through best-in-class operators in demographically favorable markets. The bet is on the operator, not just the real estate — which is exactly Haven's underwriting premise.
Sovereign Wealth Funds
Core Infra
Reclassified From Opportunistic to Infrastructure
The most patient allocators on earth reclassified senior housing as core infrastructure — because occupancy is driven by biological necessity, not economic preference. An 82-year-old who needs memory care doesn't defer that decision because markets are volatile. That demand floor is the foundation of every Haven underwriting model.
"The $8M–$50M middle-market community that no REIT can efficiently acquire remains almost entirely accessible to private operators. The window institutions can't fit through is exactly the window Haven is designed for. Every offering on this page is built on the same thesis that drove Welltower and sovereign wealth funds to act a decade ago."
The Full Thesis →
Opportunity Zones · Investor Guide

What is an
Opportunity Zone Fund?

An investment vehicle that lets you reinvest capital gains into federally designated communities. Defer taxes today, reduce them over time, and potentially eliminate all taxes on future appreciation after a 10-year hold.

01
1
Form the Fund
We create a legal entity — typically an LLC taxed as a partnership — and register it with the IRS as a Qualified Opportunity Fund by filing IRS Form 8996.
02
2
Raise Capital
Designed for investors with recent capital gains. Roll those gains into the fund within 180 days to defer tax until December 31, 2026 — or until you sell your interest.
03
3
Deploy into Zones
At least 90% of assets are invested in qualified projects within designated OZs — including developing or substantially improving real estate and OZ-based operating businesses.
04
4
Stay Compliant
We run semi-annual 90% asset tests, maintain detailed records, and file annual reports with the IRS. You'll receive K-1s for your tax filings each year.
05
5
Enjoy the Tax Benefits
Immediate: Defer tax on your original gain until 2026.

Long-term: Hold 10+ years to eliminate capital gains tax on all fund appreciation.
06
6
Exit Strategy
Structured with a 10–12 year horizon. At exit, we sell projects and distribute proceeds — with tax-free appreciation for qualifying investors.
Disclosure: Opportunity Zone rules are complex and subject to change. This content is for informational purposes only and is not tax, legal, or investment advice. Consult your professional advisors before making any investment decision.
Investor FAQ

Common
Questions

Everything you need to know before investing in senior housing and Qualified Opportunity Zones.

Still have questions  →

Senior housing investing involves acquiring, developing, or funding residential communities that serve older adults — such as assisted living, memory care, and independent living — with the goal of generating stable, long-term returns.

Because it's driven by demographic need — not economic cycles. Aging baby boomers and a growing 80+ population ensure steady demand, regardless of market volatility.

Common asset types include Active Adult, Independent Living, Assisted Living, Memory Care, and Skilled Nursing. We focus on Independent Living, Assisted Living, and Memory Care due to their outsized demand and return profile.

We partner with accredited investors, including high-net-worth individuals, family offices, RIAs, and institutional capital. Minimums vary by opportunity but typically start at $100,000.

Subscribe to our investor newsletter or request access to our investor portal, where all new offerings, webinars, and reports are published first.

Senior housing includes operational components (care staff, licensing, meals) and demographic demand that make it distinct. Returns are often higher, but underwriting requires sector-specific experience.

Yes. Investors participate as Limited Partners (LPs) in syndicated offerings with regular distributions, while Haven Senior Living Partners oversees all operations and asset management.