Senior Living Investment
Own the Opportunity
Institutional-quality investments are now within your reach.
Lloyd Jones Investments is now open to new investors as we dive into the world of senior living.
With 13 senior living acquisitions already under our belt, we found our niche in secondary, middle market communities along the Coastal Southeast. Whether you are a family office looking to dip your toe in a single project to start or are interested in a larger, programmatic venture, we welcome all new partnerships as we expand our portfolio.
Investment Highlights
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FL, TX, Coastal SE
Geographic Focus
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2000s+
Vintage Assets
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IL, AL, MC Mix
Unit Type
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16-18%
Target IRR
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$500k
Min. Investment
Senior housing communities across the following lifestyle options: Independent Living, Assisted Living, and Memory Care, with preference for mixed use properties for continued care and occupancy.
Properties with 70+ units in secondary growth markets across the US, targeting 2000+ vintage with limited exceptions.
Value add investments, with returns driven by operational efficiency gains by Aviva® Senior Living, our operating company.
Investment Criteria
Why Senior Living?
As demand continues to outpace new development, NIC MAP projects the U.S. will need nearly 800,000 additional senior housing units by 2030, including roughly 549,000 over the next two years.
Invest in Lloyd Jones’ Unique Approach
We focus on senior housing opportunities where strategic acquisitions and active asset management can drive performance. We combine market expertise and disciplined execution to create value throughout the investment lifecycle.
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Under our owner-operator model, we have direct oversight to facilities’ operations from day one, with boots on the ground for the first 90 days to ensure success. Through a single mission and economic interest, Aviva team members take ownership of each project and share in NOI gains.
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We never speculate on rate increases. All investments are evaluated by our ability to minimize expenses, stabilize occupancy, and optimize operator efficiency, with a conservative 3-5% rent increase factored in.
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AI is central to our growth strategy, with a 32-point AI-powered checklist evaluating every deal and all data stored in a 4-year proprietary deal database for future reference, even when we pass.
Contact Us
What Our Partners Say
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Lloyd Jones is the best partner that an LP can hope to have. Their level of governance and thoroughness in information disclosure is the most impressive. They really excel at creating value for the LPs.
Christine W.
Heihu Funds -
Trust and loyalty are integral to happy and fulfilling relationships in both our personal and professional lives. Our partnership with LJ is based on this foundation and long-term commitment.
Patrick L.
STRE Management