FAQ
GENERAL
Valley ALF Ventures is a real estate syndication firm focused on acquiring and leasing residential assisted living facilities. Our business plan includes: purchasing single-family homes that have been converted or have the potential to be converted to assisted living facilities; ensuring proper zoning and licensing is in place to operate the facility; sourcing qualified, experienced local operators looking to expand their business to a new location; leasing the facility to the operator on a 4-5 year lease with the option to purchase after year 3; exiting the property – either through the purchase option or refinancing of the existing loan.
INVESTORS
The minimum investment is typically $50,000, although there are sometimes
exceptions for lesser amounts.
Valley ALF Ventures does not charge any fees. Each of our investments are set up
to only include a split of the equity ownership. There are no acquisition,
management, or disposition fees of any kind.
Investing with a self-directed IRA is a popular way to invest. We have worked with
self-directed IRA’s in the past and can help assist you in the process. Two of our
preferred self-directed IRA custodians are The IRA Club (https://www.iraclub.org)
and Quest Trust Company (https://www.questtrustcompany.com/). Please be sure
to discuss with your tax advisor if investing through a self-directed IRA makes
sense for you.
Investors make money from both the rental income that is received every month as
well as the future sale and/or refinance of the property. This is based on your
equity ownership in each particular investment.
Our business model is based on a 4-5 year hold period, at which time we look to
sell the property (typically through the operator exercising their purchase option) or
through refinancing the property to pull invested capital back out.
OPERATORS
Placement
Residential assisted living provides a safe and comfortable residential setting for elderly
individuals who require daily assistance with basic needs such as dressing, bathing,
medication adherence, and meals. It is a welcome alternative to nursing home
placement for many with age-related concerns who prefer the more home-like
atmosphere of residential assisted living facilities. Residential assisted living awards
residents more freedom while ensuring they receive adequate medical care and safety.
Combined with appropriate services, residential assisted living is an ideal placement
solution for those requiring special attention and daily support who desire
independence.
No, the family does not pay for assistance and help to find the right fit for their loved
one. The facility pays our in-house placement agent a “finder’s fee.”
Yes, a face-to-face meeting is done prior to doing any tours or looking at facilities for
your loved one. If the family is out of state, a phone/zoom call will be required to collect
more information.
Yes, we can either meet you at the facilities or drive you there and accompany you on
the tours to gather as much information as needed.