RIA Due Diligence Checklist

Use this checklist to evaluate the suitability and alignment of Haven Senior Living Partners’ senior housing opportunity for your clients.

• Is the investment managed by experienced real estate and healthcare professionals?
• Does the investment offer a clear risk/reward profile appropriate for client goals?
• Are quarterly reporting and transparency protocols in place?
• Are assets diversified by geography, operator, and care level?
• Are there available references from RIAs or institutional partners?
• Have legal and compliance documents been reviewed (PPM, subscription docs)?
• Is there a track record of prior successful exits or performance metrics?
• Are there clear fees, terms, and liquidity provisions explained?
• Does the fund support ESG/impact investment objectives where applicable?
• Has a discovery call been completed with Haven Senior Living Partners capital team?