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For Family Offices • Exit Planning

Senior Housing Exit Strategies for Family Offices: Maximizing Returns

Strategic exit planning for family office senior housing investments: institutional sales, portfolio transactions, refinance strategies, and multi-generational wealth transfer.

What this article explains:

  • •
    Topic: Senior Housing Exit Strategies for Family Offices
  • Who this is for: Family offices and HNWIs planning exits from senior housing investments
  • Problems addressed: Suboptimal timing, tax inefficiency, missed pricing premiums, poor exit planning
  • Systems involved: Institutional sales, portfolio transactions, 1031 exchanges, estate transfer
  • Why this matters now: Strategic exit planning can enhance returns 200-400 basis points

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Exit Options

  • Sale to REIT/Institutional Buyer: 6.0%-7.5% cap rates for stabilized Class A assets
  • Portfolio Sale: 5-15% pricing premium for multi-property transactions
  • Refinance & Hold: Extract equity while maintaining ownership
  • Estate Transfer: Stepped-up basis; eliminate embedded capital gains

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