Case Study- WFM 3801

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WFM 3801

WFM 3801 Intends to acquire, construct, stabilize occupancy to approximately 60 residents, then exit the property in 2027. Senior living facility in Flower Mound, Texas.

If you have any questions, please reach out to your advisor or contact Regan Smith at rsmith@prevailiws.com

Investor Return Summary*

  • Class A – Total of $3,500,000
    • $250,000 per share
    • 9% preferred return
    • 22% – 24% LP Net IRR Targeted
  • Class B – Total of $2,500,000
    • $100,000 per share
    • 7.50% preferred return
    • 20% – 22% LP Net IRR Targeted

Investment Snapshot

• Construction Price: $14,056,289
• 9% Preferred Equity: $5,000,000
• Construction/ Perm Loan: $9,056,289
• Minimum investment: $25,000
• Assisted Living Units: 48
• Memory Care Units: 16

Property Information

• Local, experienced senior living leadership team.
• Strong location and asset class metrics – Senior housing demand projected to grow from -1.SM units in 2020 to -3.2M units in 2040, with more than 100,000 new units needed to be built per year.
• Unique village structure is Class B small assisted living with 1:6 daytime caregiver ratio intended to provide unique resident experience vs “big box” facilities
• Recapitalization projected after stabilization through additional term debt to return a portion of investors initial investment.

*These are all preliminary estimates, with no guarantee of performance, and involve risk.

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