Monthly Investment Newsletter - May 2025
SLF Investments (SLF) is a private equity investment company with 20+ assets under management that generated over $20.1 million ($80.4 million annualized) in revenues during Q1 2025. The majority of assets within our real estate investment portfolio are Independent Living (IL), Assisted Living (AL) and Memory Care (MC) communities that were developed and constructed by our sponsor partners utilizing SLF equity.
Senior Housing Industry Update – May 2025
Reimagining Senior Living: Technology, ESG, and the Investment Case Ahead
As the senior housing sector matures, the conversation is shifting from recovery to reinvention. Today’s strongest operators—and investors—are not just filling units. They’re rethinking what senior living can be.
Technology is Raising the Standard of Care:
Innovations once considered “nice to have” are fast becoming industry expectations. Senior communities are increasingly adopting:
- AI-powered fall detection and predictive health alerts
- Smart home automation for lighting, temperature, and mobility
- Digital platforms for family engagement and telehealth integration
These advancements enhance resident safety and satisfaction while improving operational efficiency. For investors, communities that lead in tech integration demonstrate better staff retention, lower liability exposure, and stronger pricing power.
ESG Priorities Are No Longer Optional:
Environmental, Social, and Governance (ESG) principles are gaining ground—not only to meet investor expectations but also to reflect the values of a new generation of residents and families. Industry leaders are:
- Reducing operating costs through solar, LED retrofits, and smart energy systems
- Enhancing community reputation with wellness programs and social connectivity
- Improving transparency in operations and resident satisfaction reporting
These aren’t just feel-good initiatives—they directly impact NOI and asset longevity. ESG alignment is quickly becoming a mark of quality in real estate underwriting.
Design Is Evolving With the Demographic:
Modern senior housing is about lifestyle, not limitation. Communities are moving away from institutional models and toward environments that emphasize:
- Natural light, green space, and biophilic design
- Amenity-rich common areas: cafés, gyms, coworking lounges
- Flexible layouts that support privacy, mobility, and socialization
This reflects the desires of today’s aging adults, many of whom are active, tech-savvy, and looking for purpose—not passive care.
Why This Matters to Investors:
The senior housing sector is entering its next phase—one defined not just by growing demand, but by growing expectations. Those positioned to meet these evolving needs with innovation, sustainability, and hospitality-focused design will benefit from:
- Higher absorption and retention
- Reduced long-term OpEx
- Above-average yield spread vs. traditional multifamily
- Long-term relevance in a demographically driven market
At SLF Investments, we’re not just responding to these trends—we’re getting ahead of them. By focusing on purpose-built assets with long-term upside, we’re helping our investors capitalize on both the present and the future of senior housing investment.
SLF Investment Community Spotlight
Senior Living Fund’s assets under management thru the end of Q1 realized a 2.1% gain in total revenue compared to Q4 2024. The revenue gains were lead by an occupancy growth of thirty-seven (37) net units in Q1. We are projecting based upon current sales metrics and pipelines our combined funds will reach double digit revenue gains in Q3.
Projected gains are the byproduct of efforts initiated in the latter half of 2024 to grow occupancy and increase revenue. SLF has worked diligently with our operators to increase and improve outreach efforts in the competitive marketplace for each asset, increase internal and external rental rates and capture all level of care revenue for services provided.
Most or our Operators vastly improved their expense management during 2024 and this carried over to Q1 2025. Improved expense management and our emphasis on the above sales and marketing efforts should provide an upward trending Net Operating Income (NOI) thru the end of 2025 for the combined funds.
Want to Participate?
If you would like to learn more surrounding investment in the senior housing sector, contact us today and a member of our team will be happy to help!
How to Participate.
Senior Living Fund has five (5) investment offerings for accredited investors:
SLF Value-Add Fund 1 - (SLF VAF 1)
- Anticipated 4.5-5 Year Term
- Annual Accrual + Profit Participation
- 12.00% to 21.00% Projected Fund IRR
SLF Value-Add Fund 2 - (SLF VAF 2)
- Anticipated 4.5-5 year term
- Monthly Distributions + Profit Participation
- 10.50% to 20.00% Projected Fund IRR
F4 Fixed Note Offering
- Anticipated 3 Year Term
- Monthly Distributions
- Fixed Interest Rate Equal to 15% Per Annum
F5 Fixed Note Offering
- Anticipated 3 Year Term
- Monthly Distributions
- Fixed Interest Rate Equal to 15% Per Annum
F6 Fixed Note Offering
- Anticipated 3 year term
- Monthly Distributions
- Fixed Interest Rate Equal to 15% Per Annum
Interested in investing? Contact our Investor Relations Team today!
Team@seniorlivingfund.com | 913.283.7804
Our Team.
The Senior Living Fund investment team is comprised of industry, securities, financial, and investment experts, as well as support personnel, based primarily in the Kansas City metropolitan area.
SLF Executive Team.
Dan Brewer, Founder & Chief Fund Manager
Dan has 30+ years of business experience, including 25+ years as an executive and principal in real estate, capital placement, business development and management. Dan has 10+ years of experience in a business consulting and management role for Accenture. Dan also has 10+ years of experience in the senior housing sector.
Mark Shader, Chief Operating Officer
Mark brings strong operations management skills to the SLF team through his 30+ years of experience in business consulting, real estate investment and development, financial analysis and management. Mark currently serves as Chief Operations Officer for Senior Living Fund, LLC and its affiliated entities.
Rick Maner, Chief Financial Officer
Rick brings over 30 years of financial management experience, mostly focused on financial services industry. Rick oversees all of the accounting operations including financial reporting, cash planning, and managing external audit relationships and the Funds tax reporting.