Formation Capital is a private investment firm focused on senior living and care. As a forward-looking, flexible and opportunistic capital source, Formation fosters innovation and value creation in partnership with quality operators to deliver personalized lifestyle and care for seniors and solid returns for our investors.

Covid has intensified the challenges of senior living, creating the opportunity to rethink the living and care models of the past into opportunistic investments for the future. In today’s disrupted and ever-changing senior living landscape, Formation’s deep expertise in all aspects of the sector—real estate, operations, healthcare, quality of life and technology—uniquely positions us to create value both socially and economically.

Years Investing Together

$2 Billion
Equity Invested

$2.9 Billion
Current Assets Under Management

A History
of Innovation

Formation Capital was founded in 1999 as a private investment firm focused on senior living and care. From our origins in real estate through our expansion into healthcare, services and technology, Formation developed a reputation as a pioneer in creative, flexible capital solutions designed for the complexities of the sector. Today, we leverage our extensive industry background and engage with premier senior living operators and innovative healthcare companies to optimize the health and well-being of residents.

Investing in Real Estate and Solutions Focused on Seniors

Formation Capital invests in real estate as well as solutions that enhance the lives of seniors. The technology-enabled integration of senior housing, lifestyle and healthcare is transforming the senior living experience, creating a unique opportunity to expand senior living beyond traditional models. Formation Capital and our carefully selected partners are poised to capitalize on this industry transformation by bringing together capital and innovative solutions to create value for our investors and the broader community.

Sector Expertise

We bring together decades of specialized experience investing in senior living and care. Our capabilities span investment origination, underwriting and asset management across real estate, services and technology, incorporating deep financial, operational and clinical expertise from one of the most experienced teams in the sector.

To amplify the value delivered across our investment portfolio, we actively partner with industry leading operators, healthcare specialists and healthcare innovation entrepreneurs in integrating operational and clinical advisory services. Our select partners include:

We welcome your inquiries.

Thank you for visiting our website and learning about our business. If you have any questions or comments, please feel free to contact us via phone or this form.

Formation Capital LLC

3550 Lenox Road NE

FL 21 #6345

Atlanta, Georgia 30326

770-754-9660 Phone

770-754-3085 Fax