Senior Housing Advisory Services

Navigating the Lifecycle of Senior Housing

From operational turnarounds and complex debt restructuring to strategic investment and ground-up development, we provide principal-level advisory services tailored for senior housing owners, operators and capital partners.

Investments | Development | Operations | Restructuring

$3.9B+

Transaction Advisory Experience

30-180 Days

Typical Advisement Window

125+

Senior Housing Communities Advised

Core Expertise

Led by a senior housing investment, development, operations and restructuring executive with 15+ years of experience across independent living, active adult, assisted living, memory care, CCRCs and cooperative owner-occupied housing

Senior Housing Advisory Services

Pivot Advisory Partners provides principal-level advisory services to senior housing owners, operators, investors, and capital partners. We help clients navigate complex challenges across the full asset lifecycle—from acquisition and development through operational improvement, restructuring, and disposition.

Our services include:

Strategic Investment & Development
Market and site selection, feasibility analysis, acquisition strategy, underwriting, development planning, and capital stack formation.

Operational Improvement & Interim Leadership
Interim CFO support, financial and operational assessments, margin improvement, performance reporting, budgeting, and implementation of practical operating protocols.

Transaction & Capital Advisory
Debt and equity financing, joint venture structuring, 1031 and TIC coordination, Section 721 structures, transaction analysis, and negotiation support.

Restructuring & Turnaround Advisory
Distressed asset analysis, financial restructuring, workout strategies, bankruptcy preparation, stakeholder coordination, and preservation of asset value and operational continuity.

Our Approach

We combine investment expertise, operating experience, and hands-on leadership to help clients make informed decisions, improve performance, and protect value in complex or changing environments.

Whether you are evaluating an investment, addressing operational challenges, restructuring a capital position, or preparing for a transaction, Pivot Advisory Partners brings practical, principal-level perspective to the process.


Discuss your senior housing opportunity or challenge with us.