MIAMI – Lloyd Jones, a real estate investment firm headquartered in Miami, announced today the acquisition of Maybelle Carter, a 131-unit, senior living community in Madison, Tennessee. The property will operate under Lloyd Jones’ proprietary Sage Hill brand as Sage Hill Maybelle Carter.

Maybelle Carter Assisted Living is Lloyd Jones’ third senior housing acquisition this year. In February, the firm added two Class-A communities to its senior-living portfolio: Aviva Woodlands in Lincoln, Nebraska, and River Bend in Rochester, Minnesota.

A well-established and trusted independent living, assisted living, and memory care community, Sage Hill Maybelle Carter is just minutes to East Nashville and built on the former estate of country music legend “Mother” Maybelle Carter. Through a comprehensive renovation program, an iconic heirloom will be newly reimagined. Updates include new finishes throughout the lobby, public spaces, corridors, and residences to reflect the Lloyd Jones Sage Hill brand. The majestic grounds will be beautifully restored, with the addition of new patios and seating areas to enjoy green space throughout the community. The exterior will be refreshed with new paint, and there will be new updated signage. To pay homage to the rich musical legacy of the property, live and recorded music will be an integral part of the community, and selected memorabilia from the Cash/Carter.

Residents of Sage Hill Maybelle Carter can enjoy chef-prepared, restaurant-quality meals served daily, spacious common areas, shuffleboard, dog park, and vast outdoor courtyards and community garden.

Sage Hill Maybelle Carter will deliver our residents a welcoming lifestyle, excellent services, and a focus on family and social relationships while celebrating the legacy of Maybelle Carter

Comfortably elegant, distinctively southern, and constantly attentive describes our new community. This acquisition marks the official launch of our new Sage Hill middle income brand.

– says Vice Chairman, Tod Petty

 

About Lloyd Jones LLC:

Lloyd Jones LLC is a real estate investment firm with 40 years in the industry under the continuous direction of Chairman/CEO, Christopher Finlay. Based in Miami, the firm specializes in multifamily and senior housing investment, development, and management. It has recently added a hotel acquisition division. Investment partners include private and institutional investors and family offices around the world.

To learn more about Lloyd Jones, visit lloydjonesllc.com.

The COVID-19 pandemic certainly transformed the commercial real estate investment landscape, but senior living continues to be an asset class of great interest to investors.

The senior-living real estate category is poised for growth in a post-pandemic world. Despite the industry challenges during the pandemic, today the demand for senior housing outpaces the supply and will continue to do so for many years. In the meantime, investors are finding a pipeline of distressed senior-housing properties that can be acquired and upgraded into high-performing assets.

As the baby boomer generation ages and lives longer, the need for assisted-living communities is only going to grow. Throughout each stage of their life cycle, the overwhelming number of boomers has upended traditional norms and marketplaces, and senior living is no exception. Other types of real estate ebb and flow, but senior-living real estate investment can provide safe harbor – especially during economically unstable times. And regardless of macroeconomic circumstances, people continue to age and require senior-living arrangements, driving demand for properties that can accommodate this rapidly growing population.

When it comes to investing in senior-living properties, individual investors have largely been frozen out of such large commercial deals due, in part, to the sheer size of the investment. However, the most significant change in real estate investing in recent years is the emergence of crowdfunding platforms.

Historically, large-scale real estate deals were funded through relationships with family offices and directly with institutional investors. However, real estate investment firms can now raise money via online crowdfunding. A crowdfunding platform allows a firm to post detailed descriptions and investment offerings divided into more affordable shares. Investors can review and browse various deals and select the investment that works best for them. Add in today’s technology and the ability to take virtual tours or see actual photographs, and potential investors have the world at their fingertips.

Once an investor reviews the offering documents and materials and decides to invest, the required documents and signatures are handled online, as well as the actual purchase of shares and portfolio management.

Crowdsourced commercial real estate investing is here to stay and will undoubtedly change how individuals approach senior-living real estate investments. No other investing innovation has made it easier for individual investors to participate in larger, institutional-quality deals across a greater range of asset types.

It’s also critical to remember that at the end of the day, while crowdsourcing is new and exciting, not all platforms are created equal. Investors must still consider the quality of each deal and the experience of the people behind it who are driving its management, value-add strategies and exit plans.

Are you interested in investing in senior-living properties through crowdfunding? Sign up with Lloyd Jones to learn more about senior-housing investment opportunities.

An investment in multifamily real estate can help you diversify your investment holdings. This is an area of real estate that many investors have had personal experience with, so it may feel like a comfortable foray into real estate investing.

In addition to familiarity, though, there are many sound reasons to invest in multifamily real estate. Let’s take a look at the top 5 reasons.

  1. Demand for multifamily real estate should continue to rise. 

Last year set a record for multifamily demand, with annual absorption – the total number of newly built apartments that were rented during the year – of 617,500 apartments, according to CBRE. That was up 238% from 2020 levels and 97% from 2019.

Vacancy rates in the multifamily sector are at their lowest in nearly four decades: As of Q4 2021, the vacancy rate was just 4.5%, according to Costar data.

It’s no wonder that a recent Berkadia survey found that 82% of mortgage bankers and investment sales advisors expect demand for multifamily housing to rise.

Many people prefer renting over owning their home, and there are many reasons for this:

  • Home ownership is not a top priority for millennials or Gen Z, who are delaying marriage and may be carrying heavy student debt burdens.
  • Rising home prices and mortgage rates have priced many people out of the market.
  • As workers spend less time at each job, they want more flexibility to move for the best opportunities.
  1. An investment in multifamily housing can offer both income and appreciation. 

Rents offer an income stream to multifamily investors, while the property itself may appreciate in value. And rents have been rising.

According to Redfin, in January 2022, the nationwide average asking rent for an apartment was up 15.2% from January 2021. Rents rose even more in particularly in-demand metro areas, with the top 10 growing markets all seeing rent growth of 30% or more from 2019 to 2022. In fact, only two metro areas that Redfin tracks saw rents fall during January.

  1. Multifamily real estate offers a wide range of investment options.

Apartments are in demand in suburban and urban areas, small and large cities, and across regions of the U.S. Properties range from garden-style apartments that may be just a couple of stories high to skyscrapers, from multi-building communities to single standalone buildings. Multifamily properties also cater to a variety of demographics, and include various levels of amenities – you can invest in Class A, B or C multifamily, or in affordable or workforce housing specifically.

  1. Multifamily real estate tends to be inflation-resistant.

Most apartment leases are for one or two years, which means rate changes can happen frequently. The ability to adjust rental rates to match the market gives multifamily real estate tremendous inflation resistance.

  1. Governments are focused on building affordable and workforce housing.

This focus stems in large part from rising home prices, and has led to a variety of government incentives for developers of affordable and workforce housing. This type of multifamily real estate can be an investment that is both profitable and performs a social good. The right types of housing help communities thrive, reduce homelessness and increase the quality of life for residents.

Are you interested in investing in multifamily properties through crowdfunding? Sign up with Lloyd Jones to learn more about hotel investment opportunities.

How It Works: Investing in Senior Living Projects via Crowdfunding

Chris Finlay, Chairman and CEO of Lloyd Jones, breaks down what it takes to start investing in senior living real estate via crowdfunding, and how to make the most of the market in 2022.

Here’s a short excerpt from this video:

“We at Lloyd Jones have invested a significant amount of capital into creating our own operating platform. We brought on board senior industry leaders, top players. And that’s the unique thing about the time we’re in…”

An investment in multifamily real estate can help you diversify your investment holdings. This is an area of real estate that many investors have had personal experience with, so it may feel like a comfortable foray into real estate investing.

In addition to familiarity, though, there are many sound reasons to invest in multifamily real estate. Let’s take a look at the top 5 reasons.

  1. Demand for multifamily real estate should continue to rise. 

Last year set a record for multifamily demand, with annual absorption – the total number of newly built apartments that were rented during the year – of 617,500 apartments, according to CBRE. That was up 238% from 2020 levels and 97% from 2019.

Vacancy rates in the multifamily sector are at their lowest in nearly four decades: As of Q4 2021, the vacancy rate was just 4.5%, according to Costar data.

It’s no wonder that a recent Berkadia survey found that 82% of mortgage bankers and investment sales advisors expect demand for multifamily housing to rise.

Many people prefer renting over owning their home, and there are many reasons for this:

  • Home ownership is not a top priority for millennials or Gen Z, who are delaying marriage and may be carrying heavy student debt burdens.
  • Rising home prices and mortgage rates have priced many people out of the market.
  • As workers spend less time at each job, they want more flexibility to move for the best opportunities.
  1. An investment in multifamily housing can offer both income and appreciation. 

Rents offer an income stream to multifamily investors, while the property itself may appreciate in value. And rents have been rising.

According to Redfin, in January 2022, the nationwide average asking rent for an apartment was up 15.2% from January 2021. Rents rose even more in particularly in-demand metro areas, with the top 10 growing markets all seeing rent growth of 30% or more from 2019 to 2022. In fact, only two metro areas that Redfin tracks saw rents fall during January.

  1. Multifamily real estate offers a wide range of investment options.

Apartments are in demand in suburban and urban areas, small and large cities, and across regions of the U.S. Properties range from garden-style apartments that may be just a couple of stories high to skyscrapers, from multi-building communities to single standalone buildings. Multifamily properties also cater to a variety of demographics, and include various levels of amenities – you can invest in Class A, B or C multifamily, or in affordable or workforce housing specifically.

  1. Multifamily real estate tends to be inflation-resistant.

Most apartment leases are for one or two years, which means rate changes can happen frequently. The ability to adjust rental rates to match the market gives multifamily real estate tremendous inflation resistance.

  1. Governments are focused on building affordable and workforce housing.

This focus stems in large part from rising home prices, and has led to a variety of government incentives for developers of affordable and workforce housing. This type of multifamily real estate can be an investment that is both profitable and performs a social good. The right types of housing help communities thrive, reduce homelessness and increase the quality of life for residents.

Are you interested in investing in multifamily properties through crowdfunding? Sign up with Lloyd Jones to learn more about hotel investment opportunities.

An investment in multifamily real estate can help you diversify your investment holdings. This is an area of real estate that many investors have had personal experience with, so it may feel like a comfortable foray into real estate investing.

In addition to familiarity, though, there are many sound reasons to invest in multifamily real estate. Let’s take a look at the top 5 reasons.

  1. Demand for multifamily real estate should continue to rise. 

Last year set a record for multifamily demand, with annual absorption – the total number of newly built apartments that were rented during the year – of 617,500 apartments, according to CBRE. That was up 238% from 2020 levels and 97% from 2019.

Vacancy rates in the multifamily sector are at their lowest in nearly four decades: As of Q4 2021, the vacancy rate was just 4.5%, according to Costar data.

It’s no wonder that a recent Berkadia survey found that 82% of mortgage bankers and investment sales advisors expect demand for multifamily housing to rise.

Many people prefer renting over owning their home, and there are many reasons for this:

  • Home ownership is not a top priority for millennials or Gen Z, who are delaying marriage and may be carrying heavy student debt burdens.
  • Rising home prices and mortgage rates have priced many people out of the market.
  • As workers spend less time at each job, they want more flexibility to move for the best opportunities.
  1. An investment in multifamily housing can offer both income and appreciation. 

Rents offer an income stream to multifamily investors, while the property itself may appreciate in value. And rents have been rising.

According to Redfin, in January 2022, the nationwide average asking rent for an apartment was up 15.2% from January 2021. Rents rose even more in particularly in-demand metro areas, with the top 10 growing markets all seeing rent growth of 30% or more from 2019 to 2022. In fact, only two metro areas that Redfin tracks saw rents fall during January.

  1. Multifamily real estate offers a wide range of investment options.

Apartments are in demand in suburban and urban areas, small and large cities, and across regions of the U.S. Properties range from garden-style apartments that may be just a couple of stories high to skyscrapers, from multi-building communities to single standalone buildings. Multifamily properties also cater to a variety of demographics, and include various levels of amenities – you can invest in Class A, B or C multifamily, or in affordable or workforce housing specifically.

  1. Multifamily real estate tends to be inflation-resistant.

Most apartment leases are for one or two years, which means rate changes can happen frequently. The ability to adjust rental rates to match the market gives multifamily real estate tremendous inflation resistance.

  1. Governments are focused on building affordable and workforce housing.

This focus stems in large part from rising home prices, and has led to a variety of government incentives for developers of affordable and workforce housing. This type of multifamily real estate can be an investment that is both profitable and performs a social good. The right types of housing help communities thrive, reduce homelessness and increase the quality of life for residents.

Are you interested in investing in multifamily properties through crowdfunding? Sign up with Lloyd Jones to learn more about hotel investment opportunities.

An investment in multifamily real estate can help you diversify your investment holdings. This is an area of real estate that many investors have had personal experience with, so it may feel like a comfortable foray into real estate investing.

In addition to familiarity, though, there are many sound reasons to invest in multifamily real estate. Let’s take a look at the top 5 reasons.

  1. Demand for multifamily real estate should continue to rise. 

Last year set a record for multifamily demand, with annual absorption – the total number of newly built apartments that were rented during the year – of 617,500 apartments, according to CBRE. That was up 238% from 2020 levels and 97% from 2019.

Vacancy rates in the multifamily sector are at their lowest in nearly four decades: As of Q4 2021, the vacancy rate was just 4.5%, according to Costar data.

It’s no wonder that a recent Berkadia survey found that 82% of mortgage bankers and investment sales advisors expect demand for multifamily housing to rise.

Many people prefer renting over owning their home, and there are many reasons for this:

  • Home ownership is not a top priority for millennials or Gen Z, who are delaying marriage and may be carrying heavy student debt burdens.
  • Rising home prices and mortgage rates have priced many people out of the market.
  • As workers spend less time at each job, they want more flexibility to move for the best opportunities.
  1. An investment in multifamily housing can offer both income and appreciation. 

Rents offer an income stream to multifamily investors, while the property itself may appreciate in value. And rents have been rising.

According to Redfin, in January 2022, the nationwide average asking rent for an apartment was up 15.2% from January 2021. Rents rose even more in particularly in-demand metro areas, with the top 10 growing markets all seeing rent growth of 30% or more from 2019 to 2022. In fact, only two metro areas that Redfin tracks saw rents fall during January.

  1. Multifamily real estate offers a wide range of investment options.

Apartments are in demand in suburban and urban areas, small and large cities, and across regions of the U.S. Properties range from garden-style apartments that may be just a couple of stories high to skyscrapers, from multi-building communities to single standalone buildings. Multifamily properties also cater to a variety of demographics, and include various levels of amenities – you can invest in Class A, B or C multifamily, or in affordable or workforce housing specifically.

  1. Multifamily real estate tends to be inflation-resistant.

Most apartment leases are for one or two years, which means rate changes can happen frequently. The ability to adjust rental rates to match the market gives multifamily real estate tremendous inflation resistance.

  1. Governments are focused on building affordable and workforce housing.

This focus stems in large part from rising home prices, and has led to a variety of government incentives for developers of affordable and workforce housing. This type of multifamily real estate can be an investment that is both profitable and performs a social good. The right types of housing help communities thrive, reduce homelessness and increase the quality of life for residents.

Are you interested in investing in multifamily properties through crowdfunding? Sign up with Lloyd Jones to learn more about hotel investment opportunities.

VIENNA, Va. – Shelters to Shutters (S2S), a national non-profit that provides talent for the multifamily real estate industry while transitioning individuals and families from homelessness to economic self-sufficiency, today announced a $100,000 donation from Miami, Fla.-based Lloyd Jones LLC, a real estate investment, development, and management firm specializing in multifamily and senior housing.

“This investment gives us the ability to bring our proven model to the Orlando area and begin operations with a local Executive Director and City Advisory Board. We are thrilled that Lloyd Jones is paving the way to make this growth possible. We believe this will be just the start of multifamily companies in Florida partnering with us to provide employment and housing opportunities to the deserving individuals we serve,” David Williams, President and CEO, Shelters to Shutters

S2S partners with over 40 apartment management companies – such as Lloyd Jones Multifamily Management, AvalonBay Communities, Gables Residential and Freeman Webb – to place people experiencing situational homelessness in on-site, entry-level jobs and provide them with housing at the same communities where they work. Each participant is provided with career mentoring and access to support services to ensure a successful long-term transition. S2S works with a number of homeless-focused non-profits to identify suitable job applicants, changing the lives of individuals and families and providing quality, motivated employees for a rapidly growing industry in need of talent.

“We are proud to partner with Shelters to Shutters to bring this impactful program to Florida,” said Chris Finlay, Lloyd Jones CEO. “As the demand for rental housing continues to rise in many U.S. markets, so does the need for qualified candidates to work in the property management industry. We look forward to working with Shelters to Shutters to find new talent to meet this growing demand for our industry while simultaneously changing lives for the better.”

Eighty-three percent of those experiencing homelessness in the U.S. are situationally homeless due to a life-altering event such as job loss, medical or health emergency, divorce, domestic abuse or the loss of a primary income earner. The donation from Lloyd Jones will help further ensure Shelters to Shutters can serve more people who want to work and return to a life of self-sufficiency.

Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. Orlando will be the sixth market for Shelters to Shutters.

About Shelters to Shutters

Shelters to Shutters is a national 501(c)(3) organization that transitions individuals and families from homelessness to economic self-sufficiency by educating and engaging the real estate industry to provide employment and housing opportunities. Across the country, Shelters to Shutters pairs leading property management companies with individuals experiencing homelessness who are ready to work. The result is an innovative program that provides full-time employment and housing opportunities for individuals facing homelessness and a pipeline of high quality, motivated employees for the multifamily housing industry. Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. More information can be found at www.shelterstoshutters.org or by following the organization on LinkedIn, Facebook and Twitter.

About Lloyd Jones LLC

Lloyd Jones LLC, is a private-equity real estate firm that specializes in multifamily and senior housing.  With 42 years of experience in the real estate industry under the continuing direction of founder Chris Finlay, the firm acquires, improves, and operates multifamily and senior housing communities.  The firm is based in Miami, Florida. Its partners include institutional investors, family offices, and individual accredited investors. For more information, visit www.lloydjonesllc.com or follow the firm on LinkedIn or Facebook.

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VIENNA, Va. – Shelters to Shutters (S2S), a national non-profit that provides talent for the multifamily real estate industry while transitioning individuals and families from homelessness to economic self-sufficiency, today announced a $100,000 donation from Miami, Fla.-based Lloyd Jones LLC, a real estate investment, development, and management firm specializing in multifamily and senior housing.

“This investment gives us the ability to bring our proven model to the Orlando area and begin operations with a local Executive Director and City Advisory Board. We are thrilled that Lloyd Jones is paving the way to make this growth possible. We believe this will be just the start of multifamily companies in Florida partnering with us to provide employment and housing opportunities to the deserving individuals we serve,” David Williams, President and CEO, Shelters to Shutters

S2S partners with over 40 apartment management companies – such as Lloyd Jones Multifamily Management, AvalonBay Communities, Gables Residential and Freeman Webb – to place people experiencing situational homelessness in on-site, entry-level jobs and provide them with housing at the same communities where they work. Each participant is provided with career mentoring and access to support services to ensure a successful long-term transition. S2S works with a number of homeless-focused non-profits to identify suitable job applicants, changing the lives of individuals and families and providing quality, motivated employees for a rapidly growing industry in need of talent.

“We are proud to partner with Shelters to Shutters to bring this impactful program to Florida,” said Chris Finlay, Lloyd Jones CEO. “As the demand for rental housing continues to rise in many U.S. markets, so does the need for qualified candidates to work in the property management industry. We look forward to working with Shelters to Shutters to find new talent to meet this growing demand for our industry while simultaneously changing lives for the better.”

Eighty-three percent of those experiencing homelessness in the U.S. are situationally homeless due to a life-altering event such as job loss, medical or health emergency, divorce, domestic abuse or the loss of a primary income earner. The donation from Lloyd Jones will help further ensure Shelters to Shutters can serve more people who want to work and return to a life of self-sufficiency.

Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. Orlando will be the sixth market for Shelters to Shutters.

About Shelters to Shutters

Shelters to Shutters is a national 501(c)(3) organization that transitions individuals and families from homelessness to economic self-sufficiency by educating and engaging the real estate industry to provide employment and housing opportunities. Across the country, Shelters to Shutters pairs leading property management companies with individuals experiencing homelessness who are ready to work. The result is an innovative program that provides full-time employment and housing opportunities for individuals facing homelessness and a pipeline of high quality, motivated employees for the multifamily housing industry. Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. More information can be found at www.shelterstoshutters.org or by following the organization on LinkedIn, Facebook and Twitter.

About Lloyd Jones LLC

Lloyd Jones LLC, is a private-equity real estate firm that specializes in multifamily and senior housing.  With 42 years of experience in the real estate industry under the continuing direction of founder Chris Finlay, the firm acquires, improves, and operates multifamily and senior housing communities.  The firm is based in Miami, Florida. Its partners include institutional investors, family offices, and individual accredited investors. For more information, visit www.lloydjonesllc.com or follow the firm on LinkedIn or Facebook.

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VIENNA, Va. – Shelters to Shutters (S2S), a national non-profit that provides talent for the multifamily real estate industry while transitioning individuals and families from homelessness to economic self-sufficiency, today announced a $100,000 donation from Miami, Fla.-based Lloyd Jones LLC, a real estate investment, development, and management firm specializing in multifamily and senior housing.

“This investment gives us the ability to bring our proven model to the Orlando area and begin operations with a local Executive Director and City Advisory Board. We are thrilled that Lloyd Jones is paving the way to make this growth possible. We believe this will be just the start of multifamily companies in Florida partnering with us to provide employment and housing opportunities to the deserving individuals we serve,” David Williams, President and CEO, Shelters to Shutters

S2S partners with over 40 apartment management companies – such as Lloyd Jones Multifamily Management, AvalonBay Communities, Gables Residential and Freeman Webb – to place people experiencing situational homelessness in on-site, entry-level jobs and provide them with housing at the same communities where they work. Each participant is provided with career mentoring and access to support services to ensure a successful long-term transition. S2S works with a number of homeless-focused non-profits to identify suitable job applicants, changing the lives of individuals and families and providing quality, motivated employees for a rapidly growing industry in need of talent.

“We are proud to partner with Shelters to Shutters to bring this impactful program to Florida,” said Chris Finlay, Lloyd Jones CEO. “As the demand for rental housing continues to rise in many U.S. markets, so does the need for qualified candidates to work in the property management industry. We look forward to working with Shelters to Shutters to find new talent to meet this growing demand for our industry while simultaneously changing lives for the better.”

Eighty-three percent of those experiencing homelessness in the U.S. are situationally homeless due to a life-altering event such as job loss, medical or health emergency, divorce, domestic abuse or the loss of a primary income earner. The donation from Lloyd Jones will help further ensure Shelters to Shutters can serve more people who want to work and return to a life of self-sufficiency.

Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. Orlando will be the sixth market for Shelters to Shutters.

About Shelters to Shutters

Shelters to Shutters is a national 501(c)(3) organization that transitions individuals and families from homelessness to economic self-sufficiency by educating and engaging the real estate industry to provide employment and housing opportunities. Across the country, Shelters to Shutters pairs leading property management companies with individuals experiencing homelessness who are ready to work. The result is an innovative program that provides full-time employment and housing opportunities for individuals facing homelessness and a pipeline of high quality, motivated employees for the multifamily housing industry. Shelters to Shutters currently operates in five major markets: Atlanta, Charlotte, Houston, Nashville and the National Capital Region. More information can be found at www.shelterstoshutters.org or by following the organization on LinkedIn, Facebook and Twitter.

About Lloyd Jones LLC

Lloyd Jones LLC, is a private-equity real estate firm that specializes in multifamily and senior housing.  With 42 years of experience in the real estate industry under the continuing direction of founder Chris Finlay, the firm acquires, improves, and operates multifamily and senior housing communities.  The firm is based in Miami, Florida. Its partners include institutional investors, family offices, and individual accredited investors. For more information, visit www.lloydjonesllc.com or follow the firm on LinkedIn or Facebook.

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