Arbor Bay Investments white logo: equity companies in Virginia specializing in property investment for beginners

Senior Housing Opportunity Fund

Strategic Acquisition, Investment, and Management.

The Arbor Bay management team has over six decades of property asset ownership and management in the senior housing industry, and we understand the complexities of creating communities that meet the needs of residents, caregivers, and investors.

In the next 15 years

Senior Housing Will Require Over 1 Million New Residential Units To Keep Up With Demand.

ARBOR BAY IS Poised to grow

360 Degree Approach

All eyes are on senior housing and long-term care as our population ages, but the investors who will rise to the top are those with experience in the industry.

Over the next 5 years, the Senior Housing Opportunity Fund will work to acquire high-opportunity, high-reward communities in this fast-growing segment, building rapidly and strategically to an industry leading portfolio, with a target exit date of 2030.

Consider that a 75-year-old today is expected to reach the age of 92. Our aging population of loved ones is creating an unprecedented shift in housing needs, and we are headed toward a massive shortfall in senior communities.

Arbor Bay Investments properties for investors: English Meadows Campus - senior living home | Blacksburg, Virginia

Annualized preferred return of 7%, with target returns of 17%.

Our Leadership

Expertise In Senior Living & Investments

Arbor Bay’s leadership team combines nearly six decades of property asset ownership and management with a strategic interest in the expanding senior housing market and long-term care, as well as a personal connection to caregiving. We are committed to ensuring a positive experience for residents, caregivers, and investors alike through the acquisition and development of a diverse range of senior housing, designed to meet the varied needs within the market.

Mike Williams, CEO of Arbor Bay Investments: why real estate is an investment & how to maximize your rate of return

Mike Williams CEO

Mike Lambertson, COO of Arbor Bay Investments: Investment servicing & portfolio management with top managing investors

Mike Lambertson COO

Steve Orndorff, SVP, Director of Investor Relations at Arbor Bay Investments: real estate & investment firm in Virginia

Steve Orndorff SVP, Director of Investor Relations

Scooter Davis, VP, Investor Relations at Arbor Bay Investments: PE firms in Virginia with best investments and returns

Scooter Davis VP, Investor Relations

Annie Chapman, SVP, Director of Operations at Arbor Bay Investments: investment mgmt by private equity & hedge funds experts

Annie Chapman SVP, Director of Operations

Greg Mehfoud of Arbor Bay Investments: real estate investing & portfolio management - high percent return on property & investment

Greg Mehfoud VP, Chief of Staff

OUR FOCUS

Investments

We invest in existing communities for sale, development opportunities, portfolio deals, and public bonds or stocks.

Management

Twenty/20 Management (and possibly others) will manage our properties daily, to increase value and cash flow.

Exit Strategy

A portfolio maturity target of 2030 will allow us to plan an orderly return of investment and capital gains.

Arbor Bay Investment property investors make a deal: top private equity companies in Virginia to manage an investing account
Equity, Investment, & hedge funds meeting at Arbor Bay Investments: getting the best return on investment
Arbor Bay Investment team discussing equities to invest in: achieving the best rate of return with investing account

what you can expect

01

$50 Million

Partnering with the most qualified investors on a $50 million maximum equity raise.

02

Preferred Annual Return of 7%

Investors receive a preferred return of 7%, paid annually or reinvested.

03

Targeted Returns of 17%+

Our focus is to provide returns exceeding 17% annually, over the life of the Fund.

Arbor Bay Investment team discussing equities to invest in: achieving the best rate of return with investing account

Past Management Investments

Click to learn more about each property!

English Meadows Blacksburg Campus

$20.2M Purchase Price
$26.5M CV

Elks National Home

$4.3M Purchase Price
$10.0M Sale Price
133% ROI

English Meadows Crozet Campus

$2.7M Purchase Price
$9.7M CV

We have proven our ability to invest wisely in this market, and we are poised to continue to grow our stake in Senior Living.

$ 0 M
Maximum Equity Raise
0 %
Target Annual NOI
$ 0 M
Target Assets Owned
$ 0 M
2030 Target Asset Value

Align Your Senior Living Investment Decisions With Our Expertise.

Arbor Bay Investment real estate investors plotting stocks and investment: Property investment for beginners

We are excited at the opportunity to expand our pool of investors and bring others along on this journey.