We’re in a relationship business. Putting together the right companies is the most important service that SHIA provides its clients. We give great consideration to both parties’ motivations and their abilities to execute in a timely manner. Our experience has taught us that valuations are variable numbers and should give our client a "reasonable" range of expectations; however, the true value isn’t completely marketplace driven, it can be heavily dependent upon the business strategy and culture of the potential acquiring entity and its financing methods and operating efficiencies.

By understanding the unique physical and functional nature of each company's assets; by preparing creative, highly targeted marketing presentations; and by identifying the most suitable transaction participants, SHIA has found that it can dramatically shorten the transaction timeframe while enhancing real estate transaction values for owners.  As a result, over the last twenty plus years, we have facilitated transactions from both sides of the table valued at more than 1.5 billion dollars.

We believe that for real estate transaction services in the seniors housing and residential healthcare industry no one provides the degree of expertise and personal involvement that you'll find at Senior Housing Investment Advisors.  Our team includes “best of class” players such as HealthTrust, LLC, the industry leader in valuation services; and Stephen Gordet, a highly regarded seniors marketing expert, for web and print material preparation. You’ll find that SHIA is often able to make complex transactions happen where others fail. Our high percentage of successful closings is the result of our putting together the right participants and the right deal structure, often in ways not envisioned by either party. Contact us for a consultation and you’ll quickly see why so many of the most respected companies in the seniors housing industry have come to rely on SHIA.

SHIA services typically begin with the preparation of a market evaluation and a financial analysis of the facility or portfolio. A fresh look at the economic potentials aids in tailoring a strategic disposition plan with achievable sale price criteria.

As necessary, SHIA will engage the valuation services provided by HealthTrust LLC to assist in preparing market and financial feasibility reports, property/portfolio audits, and coordinate technical documents that will facilitate the speedy sale of the asset or portfolio for the highest value. At the client’s request, a comprehensive marketing presentation package encompassing a secure web site can be assembled. This package is often critical to target marketing the project or portfolio to pre-qualified investors with an interest in the industry.

For the company involved with existing seniors housing and residential health care ventures who may be seeking solutions to complex business transactions, for the investor group or lender considering a diversification into this niche industry, and for the nonprofit organization that desires a business relationship with a senior housing and residential health care developer/operator, SHIA advisory professionals are there to provide informed judgments that facilitate timely and successful transactions.

We are intimately familiar with the complexities of these specialized real estate transactions and have assembled a wealth of knowledge that enables us to serve organizations that require assistance with mergers and acquisitions, lender/partnership workouts, due diligence consultations, and expert court testimony. The nuances of this growth business are many. Through accurate information, informed market and financial assessments, and critical examination of your projects, we can help you achieve the results you're looking for. Whether it be a one day consultation or the preparation of a detailed business plan, our industry knowledge and contacts are available to complement your resources.