Senior Housing Real Estate Investing

Aging demographics are driving an urgent demand for senior living investments. Breakwater Exchange equips you with the tools and guidance to enter this sector confidently.

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Senior Housing Investing Insights From Breakwater Exchange

Breakwater Exchange recommends senior housing for its stable rental income potential and long-term relevance. With an aging population, particularly baby boomers, entering their 70s and 80s, senior housing is becoming a critical investment class for those seeking portfolio resilience and consistent returns. From independent communities to memory care, this category includes a range of service levels and tenant needs. Demand is projected to outpace supply in the coming decades, making now a strategic time to explore this sector.

Age 55+ Communities
Low operational demands, stable tenancy, and lifestyle-driven appeal make this category ideal for hands-off, income-focused investors. Breakwater Exchange identifies high-performing communities with strong retention rates and desirable amenities that enhance long-term stability and cash flow.
Assisted Living
Higher rent potential and service-based revenue are balanced by staffing and regulatory oversight. Breakwater Exchange conducts operational due diligence and risk modeling to help you select properties with experienced operators and scalable service delivery.
Memory Care
Facilities focused on residents with Alzheimer’s and other forms of dementia offer some of the highest income potential due to elevated care needs. Breakwater Exchange helps you target well-run facilities with strong compliance histories and high demand, ensuring both income durability and long-term growth potential.

Why Senior Housing Investing is Worthwhile

Senior housing is more than real estate; it’s an operating business that blends hospitality, healthcare, and long-term living. Facilities vary widely in quality, tenant experience, and operator performance, creating a critical need for expert due diligence. Breakwater Exchange helps investors evaluate the operational structure behind each asset to ensure alignment with income expectations. Our team considers location quality, staff retention rates, and market demand before advising on any investment. With more than a million Americans expected to turn 75 by 2025, the demand pressure continues to rise.

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From evaluating operator track records to structuring tax-advantaged entry points, we bring clarity to your next move.

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Where Others See Real Estate, We See Opportunity

Our acquisition process prioritizes high-quality operators and long-term viability. We assess risk-adjusted returns based on service models and long-term trends, not just square footage or occupancy. In many cases, Breakwater Exchange investors gain access to projects that would otherwise be inaccessible without our network of sponsors and curated DST offerings. We aim to guide you through these complexities, helping you enter the space confidently and profitably.

FAQs About Our Senior Housing Investment Strategies

Can I invest in senior housing through a 1031 exchange?

Yes. Breakwater Exchange offers 1031-compliant DST structures that allow investors to access senior housing without active management, while preserving their tax deferral.

What role does Breakwater Exchange play in the investment process?

We connect you with sponsor-led offerings, conduct institutional-grade due diligence, and guide you through structured transactions with full transparency.

Is senior housing recession-resistant?

Yes. Demand is largely driven by demographic shifts rather than economic cycles, offering investors a buffer against volatility in other real estate classes.

Access Investment Offerings Other Brokers Can’t Provide

Breakwater Exchange’s expert guidance helps you maximize returns while minimizing tax exposure, so you can invest with clarity and confidence.

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General Disclosure
All investing involves risk of loss of some or all principal invested. Past performance is not indicative of future performance. There can be no guarantee that any investment or strategy will achieve its stated objectives. Speak to your tax and/or financial professional prior to investing.

Real Estate / 1031 Risk Disclosure
There is no guarantee that any strategy will be successful or achieve investment objectives; Potential for property value loss – All real estate investments have the potential to lose value during the life of the investments; Change of tax status – The income stream and depreciation schedule for any investment property may affect the property owner’s income bracket and/or tax status. An unfavorable tax ruling may cancel deferral of capital gains and result in immediate tax liabilities; Potential for foreclosure – All fnanced real estate investments have potential for foreclosure; Illiquidity –These assets are commonly offered through private placement offerings and are illiquid securities. There is no secondary market for these investments;Reduction or Elimination of Monthly Cash Flow Distributions – Like any investment in real estate, if a property unexpectedly loses tenants or sustains substantial damage, there is potential for suspension of cash ﬂow distributions; Impact of fees/expenses – Costs associated with the transaction may impact investors’ returns and may outweigh the tax benefts. Stated tax benefts – Any stated tax benefts are not guaranteed and are subject to changes in the tax code. Speak to your tax professional prior to investing.

Opportunity Zones Disclosures
Investing in opportunity zones is speculative. Opportunity zones are newly formed entities with no operating history. There is no assurance of investment return, property appreciation, or profits. The ability to resell the fund’s underlying investment properties or businesses is not guaranteed. Investing in opportunity zone funds may involve a higher level of risk than investing in other established real estate offerings. Long-term investment. Opportunity zone funds have illiquid underlying investments that may not be easy to sell and the return of capital and realization of gains, if any, from an investment will generally occur only upon the partial or complete disposition or refinancing of such investments. Limited secondary market for redemption. Although secondary markets may provide a liquidity option in limited circumstances, the amount you will receive typically is discounted to current valuations. Difficult valuation assessment. The portfolio holdings in opportunity zone funds may be difficult to value because financial markets or exchanges do not usually quote or trade the holdings. As such, market prices for most of a fund’s holdings will not be readily available. Capital call default consequences. Meeting capital calls to provide managers with the pledged capital is a contractual obligation of each investor. Failure to meet this requirement in a timely manner could elicit significant adverse consequences, including, without limitation, the forfeiture of your interest in the fund. Leverage. Opportunity zone funds may use leverage in connection with certain investments or participate in investments with highly leveraged capital structures. Leverage involves a high degree of financial risk and may increase the exposure of such investments to factors such as rising interest rates, downturns in the economy or deterioration in the condition of the assets underlying such investments. Unregistered investment. As with other unregistered investments, the regulatory protections of the Investment Company Act of 1940 are not available with unregistered securities. Regulation. It is possible, due to tax, regulatory, or investment decisions, that a fund, or its investors, are unable realize any tax benefits. You should evaluate the merits of the underlying investment and not solely invest in an opportunity zone fund for any potential tax advantage.

Senior Housing Real Estate Investing

Senior Housing Investing Insights From Breakwater Exchange

Age 55+ Communities

Assisted Living

Memory Care