InnoVative Capital provides financial advisory services to the senior living industry for capital construction and renovation projects, debt refinancing, acquisitions, and divestitures. Our senior living clients include independent for-profit and nonprofit providers, hospital-owned facilities, government-owned entities, and systems. We serve a variety of facility types: affordable housing, continuing care retirement communities, independent living, assisted living, skilled nursing, and memory care.
Senior living providers may access funds with or without credit support, from private and government loan programs, and through stand-alone or portfolio-collateralized debt. InnoVative Capital’s analytical and debt-related financial advisory services manage the decision-making process and direct the activities of investment and mortgage bankers while overseeing negotiations with government agencies.
InnoVative Capital is an MSRB/SEC-Registered Municipal Advisor that provides a fiduciary standard of care to each advisory engagement.
Products and Services
Analytical
- Due Diligence Review
- Enterprise Risk Analysis
- Financial Forecasting
- Market Assessments
- Physical Needs Assessment
- Debt Capacity
- Capital Markets Access Report
- Portfolio Reviews
- Strategic Planning
- Operations and Performance Benchmarking
- Board Education
Debt-Related Advisory
- Debt Assessment
- Project Budget Viability Analysis
- Manage RFPs for Investment and Mortgage Bankers
- Oversight of the Development and Submission of Application for FHA, Fannie Mae, Freddie Mac, and Commercial Loans
- Owner’s Representative with Lenders and Investors
- Lead the Municipal Bond Financing Process
- Market Review Pre-Loan Pricing
- Mortgage Loan Compliance Monitoring
- Public and Lender Disclosure Oversight