For Investors

Thirty-four strategies. One resident-first standard.

Senioa Life's institutional platform offers accredited limited partners access to the full senior housing continuum — with operator-led underwriting, aligned economics, and long-duration capital designed for a thirty-year demographic wave.

$81.38B

Investment Fund AUM

Across 26 consolidated investment funds

$116.25B

All-In Committed Capital

2026 + 2028 vintages combined

12–16%

Net IRR Target

Across the platform

$5M

Minimum LP Commitment

Accredited investors only

Fund Platform

The Senioa fund lineup.

A two-vintage consolidated platform of 26 investment funds, 4 operations funds, and 4 reserve funds — institutional-quality vehicles built for the full senior-living continuum and the operational infrastructure it requires.

2026 Vintage · 10 Funds · $68.38B

Investment Funds · $47.87B

I
Senioa Independent & Assisted Living Fund
Independent living, assisted living & memory care, life plan / continuing-care communities
$11.26B
II
Senioa Skilled Nursing & Post-Acute Fund
Skilled nursing & post-acute rehab, hospice & palliative care, home health & in-home care
$8.45B
III
Senioa Development & Affordable Housing Fund
Ground-up senior housing development, affordable senior housing, intergenerational & co-living
$8.45B
IV
Senioa Medical & Wellness Real Estate Fund
Geriatric medical office buildings and wellness & preventive care centers
$5.63B
V
Senioa Senior Living Technology & Services Fund
Senior living technology platforms and senior transportation & NEMT services
$5.63B
VI
Senioa Credit & Public Markets Fund
Senior housing mortgage credit and the Senior Housing REIT platform
$8.45B

Operations Funds · $6.84B

VII
Senioa Operations Fund I
Care operations, resident services and human capital
$3.42B
VIII
Senioa Operations Fund II
Healthcare technology and clinical systems
$3.42B

Reserve Funds · $13.68B

IX
Senioa Reserve Fund I
Facility improvement and regulatory reserve
$6.84B
X
Senioa Reserve Fund II
LP co-investment and redemption reserve
$6.84B

2028 Vintage · 24 Funds · $47.87B

Investment Funds · $33.51B

C
Senioa Core Funds I–VI
Stabilized, income-producing assets with low leverage · 6 funds
$10.05B
C+
Senioa Core-Plus Funds I–II
Stabilized assets with light value-add and modest leverage · 2 funds
$3.35B
V
Senioa Value-Add Funds I–III
Repositioning, operational improvement, moderate risk · 3 funds
$5.03B
G
Senioa Growth Funds I–III
Growth equity into scaling operators and platforms · 3 funds
$5.03B
O
Senioa Opportunistic Funds I–IV
Higher-risk development, distressed, and high-return situations · 4 funds
$6.70B
S
Senioa Special Situations Funds I–II
Complex, dislocated, and event-driven investments · 2 funds
$3.35B

Operations Funds · $4.79B

III
Senioa Operations Fund III
Care operations, resident services and human capital
$2.39B
IV
Senioa Operations Fund IV
Healthcare technology and clinical systems
$2.39B

Reserve Funds · $9.57B

III
Senioa Reserve Fund III
Facility improvement and regulatory reserve
$4.79B
IV
Senioa Reserve Fund IV
LP co-investment and redemption reserve
$4.79B

Investment Process

Four disciplined steps for every dollar we deploy.

Source

Off-market relationships with operators, health systems, developers, and municipalities in every submarket we serve.

Evaluate

Clinical, real estate, and financial diligence in parallel. Community leadership signs off before we sign a term sheet.

Operate

Frontline hiring, training, and support. Weekly clinical rounds, monthly financials, quarterly family councils.

Realize

Long-hold by default. Exits timed to resident stability and market opportunity — never to a fund clock.

Fund Terms & Economics

Aligned by structure, not by promise.

Standard economics across the Senioa Life platform. Terms may vary by strategy and fund vintage — full documentation is available for accredited investors under NDA.

Term	Standard
Structure	Delaware limited partnership
Preferred return	8% compounded annually
Carried interest	20% to the general partner, with a 100% GP catch-up above the preferred return
Waterfall	European whole-fund waterfall
Minimum commitment	$5 million per limited partner (accredited investors only)
GP commitment	2% general partner co-investment on every fund
Carry escrow	30% of carry escrowed with full clawback protection to LPs
Reporting	Audited annual financials; quarterly LP letters with clinical KPIs

Governance & Reporting

Institutional-grade discipline, family-office access.

Independent board oversight

Each fund is overseen by an advisory board of independent LPs with representation across geography, sector, and commitment size.

Audited financials

Every fund is audited annually by a nationally recognized accounting firm, with valuation policies reviewed by the LP advisory board.

Clinical & operational KPIs

Quarterly LP letters include resident satisfaction, staff retention, clinical outcomes, and dining metrics alongside financial performance.

ESG & reporting frameworks

SASB Real Estate and Healthcare disclosures. Aligned with UN PRI and ILPA reporting standards for institutional LPs.

Compliance & registration

Investment adviser registered with the U.S. Securities and Exchange Commission. Investments offered only to accredited investors under Regulation D.

Direct access

Every LP has direct access to the investment team, including annual site visits to portfolio communities and quarterly private calls.

Investor Relations

Request the full private placement memorandum.

Available to accredited investors under NDA. Introductions welcomed via existing LPs, family offices, and institutional consultants.

[email protected] → 972.945.5050