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Our Strategy

At Mainstay Financial Services, LLC, our investment philosophy centers on long-term value creation through disciplined real estate investment strategies tailored to the senior housing sector and residential underwriting and lending.

Our Focus

Mainstay Financial Services, LLC uses a three-part approach to investments:

• Value-Add Strategy Through Adaptive Reuse and Repositioning
• Stabilization Via Experienced Management and Capital Reinvestment
• Long-Term Partnerships with Financing Sources

Key Principles

Value-Add Opportunities: We focus on acquiring underperforming or transitional assets that can benefit from operational and physical improvements.

Adaptive Reuse and Repositioning: Mainstay Financial Services in partnership with Mainstay Senior Living has significant experience repurposing existing facilities throughout the Southeast into vibrant senior living communities, ensuring both cost efficiency and community revitalization.

Organic Development: When market conditions and demographics align, we undertake ground-up development projects to tackle unmet demand in growing markets.

Operational Excellence: Our senior living communities are operated with a focus on quality care, regulatory compliance, and financial sustainability.

Capital Partnerships: We maintain strong relationships with financing sources including HUD, Fannie Mae, SBA, and regional banks to structure favorable financing solutions for each investment. Our approach is guided by integrity and careful market analysis focused on generating value through disciplined investment and operational performance. All investments involve risk and are not guaranteed.

RISK DISCLAIMER: Investment opportunities presented by Mainstay Financial Services, LLC are offered pursuant to Regulation D under the Securities Act of 1933, specifically Rule 506(b). These offerings are available only to accredited investors as defined in Rule 501(a) of Regulation D. Offerings will be made solely through confidential private placement memorandums (PPM) or other formal offering materials, and only to persons with whom Mainstay Financial Services, LLC has a substantive pre-existing relationship. This website is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. This website must be read in conjunction with a PPM or other formal offering materials in order to understand fully all the objectives, risks, charges, and expenses associated with an investment and must not be relied upon to make an investment devision. Neither the U.S. Securities and Exchange Commission (SEC) nor any state regulator has passed on or endorsed the merits of any investment opportunities presented by Mainstay Financial Services, LLC. Any representation to the contrary is unlawful.