SHA Capital Partners specializes exclusively in senior housing investment and development.

The firm’s strategy centers on deep industry knowledge, niche markets, and active asset management.

Clifden Court Arial View Clifden Court
Greendale/Franklin, WI
Gaithersburg Development Washingtonian North Senior Living
Gaithersburg, MD
TallGrass of Sun Prairie Exterior Tallgrass of Sun Prairie
Sun Prairie, WI
Heritage House of Portage Heritage House
Portage, WI
Sage Meadow Fond du Lac Sage Meadow
Fond du Lac, WI
Queenstown Landing Queenstown Landing 
Queenstown, MD
Candle Light Cove Candle Light Cove 
Easton, MD
Sage Meadow Middleton Sage Meadow 
Middleton, WI

Strategic Acquisitions and Development

SHA Capital Partners pursues opportunities to add value to second-generation senior housing communities and develop prime new sites in under-supplied markets.

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Experienced

Principals of the firm average more than 30 years in real estate investment, bringing a wealth of experience and discipline to the institutional decision-making process.

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A Measured Method

SHA Capital Partners takes a measured approach to acquisition, development, and investment, sifting through a large number of opportunities before pursuing those that offer the best fit.

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Personally Invested

Principals of the firm invest significant capital in each transaction and treat investor capital as if it were their own.

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Balanced Returns

SHA Capital Partners insists on a thorough understanding of the asset, its market position, the business plan, and the potential downside. Each investment must earn its way into the portfolio by offering an attractive risk-adjusted expected return.

VALUES-DRIVEN

Integrity, alignment of interests, communication and a highly analytical approach underpin SHA Capital Partners’ approach to investing in senior housing.

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VALUES

SHA Capital Partners believes in doing the right thing with the interests of community residents, joint venture partners, and investors at the forefront of our actions.

At the start of the Covid-19 pandemic, SHA Capital Partners emphasized the importance of protecting residents and staff members, realizing that personal protective equipment, hazard pay, and bonuses would eliminate profitability for a period of time. Operating partners then had the freedom to focus on safety and long-term viability without worrying about short-term profits. Through the pandemic, SHA communities have operated with minimal disruption and with reputations intact.

SHA Capital Partners and its operating partners have significant capital participation in each investment along with an incentive structure to motivate favorable performance.  If residents thrive, the community will be full and the operator of the community will do well. If the operator does well, SHA Capital Partners’ investors will do well.

SHA Capital Partners prioritizes ongoing communication with operating partners, development partners, and investors.

The firm has standing weekly or monthly meetings as appropriate for the situation. SHA Capital Partners’ asset management standards call for monthly written updates on operations that include commentary and a comparison of actual results to budget. Ongoing communication of good news and bad news enables timely corrective action (if necessary) and leads to fewer surprises and better results.

The firm combines the skills of a real estate researcher turned investor and a thoughtful developer/investor, both of whom insist on understanding the market and the competitive advantage of the prospective investment or development.

Economic statistics, industry data, construction trends, and visits to the market area provide insight and form the basis for building an investment model. The model then goes through a series of stress tests and reasonableness checks to identify risks and reveal logical steps to mitigate the risks.

RECENT NEWS

Clifden Court Exterior Building

SHA Capital Partners Acquires Assisted Living Community in Greendale, WI

Greendale, WI – SHA Capital Partners announces the acquisition of Clifden Court, a 3-building, 92-unit assisted living campus in Greendale and Franklin, Wisconsin. SHA Capital Partners, through an affiliate, partnered with 41 Management and TH Associates to complete the transaction on November 1, buying a local consortium’s only senior housing property.   “We see a strong…

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Front of Tallgrass of Sun Prairie

Improvements Planned for Tallgrass Senior Living of Sun Prairie

Sun Prairie, WI – Tallgrass Senior Living of Sun Prairie, 605 Chase Boulevard, formerly known as KindredHearts, is under new ownership and management with plans to renovate the 10-acre, 114-unit independent and assisted living community. The ownership, SHA Capital Partners, and operator, Matthews Senior Living, will continue providing senior residents with a safe, supportive, and…

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