The 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.
We leverage our investment platform, comprised of closed-end funds and over 1,000 accredited investors to fuel growth across our senior housing portfolio. This capital base allows us to strategically deploy resources into:
New Developments
Ground-up projects that address unmet demand in high-growth, Southeastern U.S. markets.
Acquisitions
Targeted purchases of underperforming or transitional communities, repositioned through operational and physical improvements.
Expansions & Reinvestments
Enhancing existing communities with additional capacity and upgraded amenities. Through disciplined deployment and strong financing partnerships (HUD, Fannie Mae, SBA, REITs, and regional banks), we align investor capital with sustainable long-term growth in the senior housing sector.
The 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
At Mainstay Financial Services, we use five key principles to guide the selection and operation of each senior living community within our Southeastern portfolio.
We focus on acquiring underperforming or transitional assets that can benefit from operational and physical improvements.
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.
When market conditions and demographics align, we undertake ground-up development projects to tackle unmet demand in growing markets.
Our senior living communities are operated with a focus on quality care, regulatory compliance, and financial sustainability.
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.
