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For Immediate Release

SeniorCRE® Launches Investment Management Platform for Senior Living and Care

Purpose-built platform connects deal discovery, underwriting, transaction management, portfolio analytics, and investor reporting in one system for investors, operators, and capital partners

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SeniorCRE® Launches Investment Management Platform for Senior Living and Care

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DALLAS, Texas — March 2026 — HavenCo, LLC today announced the launch of the SeniorCRE® Investment Management Platform, a purpose-built platform for senior living real estate investors, operators, family offices, registered investment advisors, and institutional capital partners. Available at seniorcre.com/for-investors, the platform brings together the tools needed to discover, evaluate, transact, monitor, and report on senior living investments within a single, secure environment.

The platform is organized across 19 integrated modules and includes 195 total features, with 194 currently live. Core capabilities span investor accreditation, portfolio management, deal flow, market intelligence, tax and entity management, exit planning, rebalancing, ESG tracking, wire transfer workflows, custom reporting, risk analytics, transaction management, and investment performance reporting.

Senior living investing has historically required users to move between spreadsheets, emails, document folders, and disconnected third-party systems. SeniorCRE® is designed to replace that fragmentation with a connected workflow that supports the full investment lifecycle — from opportunity review and due diligence through closing, portfolio monitoring, and investor communications. The public investor platform already highlights comparative analysis, deal discovery, deal flow alerts, document repository, financial modeling, market analytics, performance benchmarking, portfolio dashboards, risk assessment, and transaction management as core capabilities.

"For too long, senior living investment workflows have been spread across disconnected tools that create friction for everyone involved," said John Hauber, Founder & CEO of HavenCo, LLC. "SeniorCRE® brings the process into one system so investors can evaluate opportunities faster, operators can support diligence more efficiently, and capital partners can monitor performance with greater clarity."

For investors, the platform is built to improve speed, visibility, and discipline. Features include real-time portfolio dashboards, property-level performance tracking, performance benchmarking, cash flow management, AI-assisted portfolio optimization, deal room collaboration, due diligence support, financial modeling, benchmark comparisons, risk dashboards, quarterly investment reporting, distribution tracking, and secure investor communications. Together, these tools are intended to help investors move from static analysis to ongoing portfolio intelligence.

For operators, the platform is designed to reduce the burden of fragmented reporting and transaction support. Secure document management, deal rooms, compliance documentation, closing coordination, wire workflows, and investor reporting tools make it easier to respond to diligence requests, centralize materials, communicate asset performance, and work more effectively with lenders, buyers, and capital partners. Because SeniorCRE® sits within a broader platform built for senior living operations as well as investment management, it is positioned to connect capital workflows with live operating context rather than relying solely on static files and trailing reports.

The platform also includes specialized capabilities for more sophisticated ownership and portfolio strategies. These include entity structure comparison, depreciation and cost segregation tracking, passive activity loss management, tax scenario modeling, 1031 exchange planning, rebalancing alerts, ESG scoring, risk-adjusted return metrics, concentration monitoring, environmental risk analysis, and multi-format reporting for internal and LP audiences.

"SeniorCRE® is built around a simple idea," Hauber added. "The same asset should be visible from first look through closing and into ongoing portfolio reporting. When investors and operators work from a shared system instead of disconnected records, decisions get faster, diligence gets cleaner, and the entire process becomes more institutional."

The launch reflects SeniorCRE's broader positioning as a unified platform for senior living real estate and operations. In addition to investor-facing tools, SeniorCRE publicly describes support for operators, brokers, and capital partners through capabilities such as portfolio analytics, LP reporting, deal pipeline management, market intelligence, transaction management, and broader operational workflows across senior living communities.

Availability

The SeniorCRE® Investment Management Platform is available at seniorcre.com/for-investors. The platform is designed for accredited investors, family offices, private capital groups, operators, brokers, and other senior living stakeholders seeking a more connected approach to investment analysis, transaction execution, and portfolio oversight. The platform supports bank-level encryption, enterprise access controls, multi-factor authentication, audit logging, and HIPAA-aligned security practices.

About SeniorCRE®

SeniorCRE® is a technology platform built for the senior living industry. SeniorCRE is a unified platform for operators, investors, brokers, and capital partners, with capabilities spanning portfolio analytics, LP reporting, deal pipeline management, transaction workflows, market intelligence, and operational management tools. The platform is designed to support workflow coordination, reporting, and information exchange across the senior living and care ecosystem.

About HavenCo, LLC

HavenCo, LLC is the parent company of SeniorCRE®, Haven Senior Investments, and Haven Realty. Based in Dallas, Texas, HavenCo builds technology-enabled platforms and services intended to strengthen the senior living ecosystem across capital formation, transactions, and operations.

Media Contact

John Hauber

Founder & CEO

HavenCo, LLC

Dallas, Texas

Important Notice: SeniorCRE® does not provide investment advisory, legal, accounting, or medical advice, and that AI-generated outputs, forecasts, ROI estimates, and performance scenarios are illustrative and should be reviewed by qualified professionals.

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About SeniorCRE

SeniorCRE is the unified operating system for senior living, connecting operators, investors, brokers, and vendors through a single integrated platform. With comprehensive solutions spanning clinical operations, financial management, transaction workflows, and AI-powered analytics, SeniorCRE is transforming how the $610 billion senior living industry operates and grows.

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SeniorCRE® is a technology platform designed to support operational management, reporting, and workflow coordination for senior living organizations. SeniorCRE® does not provide medical advice, clinical decision-making, legal advice, accounting services, or investment advisory services. Platform capabilities may vary based on configuration, deployment phase, customer environment, and integration requirements.

SeniorCRE® is not a healthcare provider and does not deliver patient care. Any clinical information, documentation tools, or operational insights provided by the platform are intended for informational and workflow support purposes only. Users remain solely responsible for all clinical decisions, resident care, medication administration, and regulatory compliance.

Any AI-generated content, recommendations, forecasts, or insights are probabilistic and provided for operational support only. AI outputs should be reviewed and validated by qualified personnel and should not be relied upon as the sole basis for clinical, operational, financial, or regulatory decisions.

Any financial projections, ROI estimates, cost savings examples, or performance scenarios presented on this website or within the platform are illustrative only and based on assumptions that may not reflect actual operating conditions. Results will vary and are not guaranteed. SeniorCRE® does not provide investment advice.

SeniorCRE® is designed to support industry-standard security and privacy practices, including HIPAA-aligned security and privacy safeguards. Specific certifications and compliance attestations will be provided where applicable.

SeniorCRE® provides technology tools to support information exchange and transaction workflows. SeniorCRE® is not acting as a real estate broker, financial advisor, fiduciary, or intermediary unless engaged under a separate written agreement.

Platform functionality may vary based on customer configuration, integration availability, and product development status. Certain features may be available only in specific environments or deployment phases.

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