In 2014, Shepherd Senior Living began as a heartfelt solution to a broken system. Our founder, Brandon Schwab, saw firsthand how large, impersonal senior living facilities failed to honor the dignity and needs of aging adults. What started as a mission to create a better experience for one community has since evolved into a sophisticated, multi-home fund platform—one that blends operational excellence, personalized care, and investor transparency.
As we grew from managing one boutique senior home to overseeing a diversified fund of 9 properties (and counting), we realized a single asset approach wouldn’t scale. We needed systems—not just vision. That’s where the transformation began. We introduced centralized management through “synergy pods,” leveraged shared resources, and standardized our care protocols without compromising our ethos: people over profits. 🧓❤️
Fund operations became more institutional. We layered in real-time IRR dashboards, refined our Limited Partnership Agreement (LPA) to support growth, and adopted CRM systems to streamline investor communication. Today, we operate with the rigor of a professional fund manager and the heart of a mission-driven care provider. From HUD-refinance readiness to quarterly LP reporting, we’ve moved from scrappy startup to institutional-grade fund—with measurable ESG impact to match. ✅📊
But we haven’t lost our soul. Every operational shift, legal upgrade, and capital raise is still grounded in our commitment to deliver world-class care in cozy, intimate homes. That’s what differentiates us. That’s what drives our IRR. That’s how we continue to earn investor trust. And that’s why the boutique senior living model is not only ethically superior—but financially sound. 🏠📈
📞 For more information and an exclusive white paper, please call or text Derek at 808-721-8189.
