Helping you achieve your investment goals

Investment and growth strategies based on collaboration, sharp analysis, and design that furthers the client’s goals.

We’re looking to create a powerful, profitable partnership with senior living community owners like you. Evolve’s operational analysis and feasibility studies encompass a broad range of parameters including:

Operational Analysis / Feasibility:

Demographic analysis

Market labor analysis

Competitive rate analysis

Tax analysis

Insurance analysis

Repositioning strategy

Financial analysis and underwriting

Pre-Development/Pre-Opening Services:

Site selection and growth planning

Architectural design review (focused on operational feasibility)

Obtain necessary state healthcare licensure

Facilitate comprehensive hiring to ensure a successful opening

Develop and execute a strategic marketing plan

Coordinate Owner/Contractor/Operator collaboration on FFE/OES planning, procurement, and installation

Transaction Services:

Debt/Equity capitalization strategy (acquisition, development, refinance, recapitalization, etc.)

Negotiations for PSA (Purchase and Sale Agreement)

Coordination of Due Diligence activities

Community transition planning

License transition (CHOW - Change of Ownership)

An unequaled track record

The Evolve team has successfully negotiated over 50 Purchase & Sale Agreements. Here are more highlights of our track record:

Oversaw
development projects including assessments, third-party reports and legal documents.
Secured institutional debt and equity commitments totaling
$billion
for senior housings and development
Managed syndication of over
$million
of GP capital
Utilized a proprietary market analysis and site selection methodology to establish partnerships with
institutional investment groups

Interested in leveling up your investment goals? Invest a few minutes speaking with us, and we’ll see how things Evolve.