Smart capital is discerning. It expects clarity, discipline, and a defensible thesis. Our investment framework is built to meet and exceed those expectations.
Each model incorporates:
Every pro forma is designed to be transparent, auditable, and aligned with the requirements of senior lenders and equity partners.
Joint-venture structures must be more than spreadsheets, they must reflect the economic realities of risk, effort, and return.
Enroll NowWe architect waterfalls that:
Our structures are engineered to create enduring alignment, not friction.
The right capital stack determines whether a project is fundable, scalable, and sustainable. We design capital strategies that:
This is capital planning at a higher level: strategic, data-driven, and execution-ready.
Our programs are designed for Academic Rigor, with each course aligning with premier university standards, featuring clear learning objectives, and ensuring you're immediately prepared to apply your skills. This is paired with Industry Relevance, as our curriculum is informed by leaders across investment, development, and and operations, providing you with the most current, crucial insights. The result is Cross-Disciplinary Mastery, where you become fluent in capital, care, and technology, graduating ready to drive measurable results across every corner of the industry.
info@IOSLacademy.com
+1 (786) 981 7681
Overview of how senior living evolved, from early care homes to today’s hospitality-focused communities.
Fundamentals of senior living as an investment asset class, including returns, risks, and key stakeholders.
Helps families budget, save, and plan for a loved one’s senior care, housing, and related long-term costs.
Defines independent living, assisted living, memory care and other models, and the segments they serve.
Introduction to equity, debt, and capital stacks used to finance senior living projects.
Basics of supply, demand, NOI drivers, and simple underwriting for senior living investments.
Core economic concepts that shape senior housing demand, pricing, wages, and investment returns.
Hands-on basics of Excel modeling, using AI tools to speed projections, scenarios, and analysis.
How aging, longevity, and migration trends shape local senior housing demand and market potential.
Advanced structuring of equity, promotes, waterfalls, and syndication models in senior living deals.
How to match debt types to deals, understand covenants, and use creative financing tools.
Deeper underwriting, valuation methods, stress tests, and full deal analysis for senior living.
How to market differently to boomers and adult children, across values, channels, and messaging.
Explores blended real estate and home-care models, from CCRCs to hub-and-spoke care networks.
Key operating levers: census, staffing, expenses, compliance, and service quality fundamentals.
Practical checklists for physical, legal, financial, and market due diligence on senior assets.
Builds full financial models with revenues, staffing, capex, debt, and returns for complex deals.
Ongoing asset monitoring, reporting, capex planning, and owner-operator alignment post-stabilization.
Creative debt structures, mezzanine, preferred equity, and hybrids; extends concepts from 202 and 503.
Frameworks for sourcing, valuing, and integrating M&A and roll-up strategies in senior living.
Designing exit options, timing sales, and managing ongoing communication with investors.
Explores policy trends, regulation, and advocacy shaping the future of senior care.
Impact-focused investing, ESG frameworks, and measuring social outcomes in senior housing.
Strategies for acquiring, selling, and actively managing senior living portfolios.
Deep dive into capital markets, fundraising, and relationships with institutional investors.
Global capital flows, investor types, and how different regions approach senior housing.
Identifying and structuring cross-border senior living deals and partnerships.
Design and management of multi-asset portfolios and fund structures in senior living.
Complex deal structuring, waterfalls, promotes, and alignment across stakeholders.
Capstone applying all skills to a live or simulated senior living investment case.
Capstone applying all skills to a live or simulated senior living investment case.
Building a personal brand, publishing insights, and driving innovation in senior living.
Sophisticated debt instruments and financial engineering for complex senior living capital stacks.
Examines how senior housing shapes society, equity, and public policy outcomes.
Research-driven study of large-scale M&A, consolidation, and market power in the sector.
Advanced ESG strategy, impact measurement, and reporting in senior housing.
