


Accredited investors subscribe through Horizon Oaks Capital, which is participating in the acquisition and repositioning of Country Pines, a 110-unit senior living community in Clinton, Utah.
The community includes independent-living, assisted-living, and memory-care units. The investment strategy is to improve the property’s operations, occupancy, resident experience, and profitability before a potential refinancing or sale.
The minimum investment presented in the deck is $50,000.
Prospective investors must also satisfy the applicable accredited-investor qualification and verification requirements before an investment can be accepted.
The offering presents a 6% preferred return and a projected 2.66x five-year equity multiple, net of stated fees, based on the example of a $100,000 investment growing to approximately $266,000 in total proceeds.
These figures are projections based on specific operating, financing, occupancy, refinancing, and sale assumptions. Just like any investment projections, they are not guaranteed.
The example projections show no investor cash flow during Years 1 and 2, while the property is being improved and stabilized.
Projected cash distributions begin in Year 3. The actual timing and amount of distributions will depend on property performance, available cash flow, lender requirements, reserves, and the governing investment documents.
The business plan focuses on factors the operating team can directly influence, including:
- Completing targeted property improvements
- Improving the quality of assisted-living care
- Repositioning the independent-living units
- Increasing occupancy
- Strengthening local referral relationships
- Improving marketing and the property’s reputation
- Controlling operating expenses
- Stabilizing memory-care operations
- Increasing net operating income
The strategy is intended to create value through stronger operations rather than relying primarily on market appreciation.
The investment carries risks that include staffing challenges, cost increases, lower-than-projected occupancy, slower rent growth, construction or renovation delays, financing risk, regulatory and legal liability, operational underperformance, and unfavorable market conditions at the time of refinancing or sale.
The team’s proposed mitigations include local management, partnerships with vocational and nursing schools, relationships with care providers, operating reserves, insurance and risk-management support, market studies, disciplined budgeting, and experienced senior-living operators.
These measures may reduce certain risks, but they cannot eliminate the possibility of loss.
