As the wave of aging Baby Boomers accelerates, family offices are turning their attention to one of the most overlooked yet lucrative real estate niches: boutique senior living. Unlike institutional “big-box” facilities, boutique models emphasize high-touch, small-scale environments with caregiver ratios as high as 1:5—providing not just care, but dignity. This mission-driven approach resonates deeply with family offices seeking long-term, impact-aligned investments.
Family offices aren’t just looking for yield—they want purpose. Boutique senior living funds, like Shepherd Senior Living Fund, deliver on this by combining above-market returns (15–20% IRR target) with tangible social impact. Their strategy of acquiring homes at 14% cap rates and refinancing at 8% HUD-backed rates creates built-in arbitrage that many find hard to ignore.
But what really seals the deal for family offices is trust: clear ESG metrics, strong compliance, and transparency in financial reporting. Add in risk mitigants like “synergy pods” (regional clusters of homes sharing staff and admin) and you have a resilient model with both operational and emotional appeal.
If you’re an advisor or allocator evaluating senior living, ask: does the fund merely chase yield—or does it also elevate care standards? Boutique funds are proving you can do both.
📞 For more information and an exclusive white paper, please call or text Derek at 808-721-8189
