Our investment strategies include both real estate and services equity as well as real estate lending. Our capabilities include all aspects of investment origination, underwriting and asset management, incorporating deep financial, operational and clinical expertise from one of the most experienced teams in the sector. We have delivered attractive returns across economic cycles by developing innovative, custom capital solutions to address the complexity and specialized nature of senior healthcare. Headquartered in Atlanta, Formation Capital currently manages private funds totaling $3.5 billion assets under management.
Since 1999, Formation Capital has been a leading investor in senior healthcare, sponsoring approximately $2.0 billion of equity in 22 investments across skilled nursing, senior housing, behavioral health, hospice and related ancillary services. The firm has distinguished itself by approaching investment opportunities with a deep understanding of, and appreciation for, the unique financial, operational, clinical and regulatory dynamics associated with the constantly changing senior healthcare landscape. We have built partnerships and relationships across the sector, developing a broad reach as well as a respected reputation for innovative investment solutions.
Over our history of 20 years, Formation Capital has sponsored and managed 22 investments in post-acute healthcare representing more than $8.5 billion of assets under management during our tenure. Our comprehensive investment management platform includes a full suite of asset management and investment management services designed to meet the specific requirements for each investment strategy and executed by one of the sector’s most experienced investment teams. In addition, our in-house clinical team conducts external engagements as a third-party advisor to the sector.
Our current senior care investments portfolio is comprised of approximately $3.5 billion of assets under management reflecting approximately 40,000 beds in 22 states and the UK.
Formation’s industry knowledge is further complemented by its affiliation with Formation Development Group, a senior living consulting, development and investment company as well as Generator Ventures, an investment platform focused exclusively at the intersection of aging, senior care & technology.