A Purpose-Driven Care Asset With Projected 20% IRR , Quarterly Dividends and a 2.39x Equity Multiple
Everwood Reserve is a 32-bed luxury assisted living and memory care community under development in Tomball, Texas, a growing suburb with a 150+ bed shortage in memory care and no equivalent projects in the pipeline.
Despite being a ground-up development, this project delivers institutional-grade returns, including:⬇️
- Target IRR: 20.2% to 20.83% IRR depending on your investing class
- Equity multiple: 2.39x to 2.42x equity multiple depending on your investing class
- Full return of capital projected by Year 6
- Stabilized cash-on-cash returns of 18.3%–20.4%
- Quarterly dividend payment to partners
Above are pictures from the newly opened Platinum Resort Assisted Community, the exact model we are using to develop Everwood Reserve in Tomball, Texas.
Inside the Investment: Everwood Reserve Overview
This short presentation gives you a clear breakdown of the opportunity, from vision to financials, covering
(1) why we’re building Everwood Reserve and the gap it fills, (2) what makes our team and model different, (3) how the investment is structured, including timelines and projected returns, and (4) our 6-year refinance plan and 10-year distribution schedule.
Here Are the 6 Key Highlights From the Presentation
Demographic Tailwinds & Market Growth
Over 10,000 Americans turn 65 every day, driving a projected $140B senior housing market by 2030.
Underserved Location With Pricing Power
Tomball’s population has grown nearly 28% over the past decade, yet the area still faces a shortage of more than 150 assisted living beds, with no comparable projects in the pipeline.
Scalable, Boutique Care Model
Our operations are designed for both sustainability and premium service, featuring all-inclusive care, optimized staffing ratios, and private-pay rates starting at $7,900 per month.
Experienced Development Team
We’re backed by proven operators and advisors who have developed over $20M in luxury assisted living communities.
Built-In Exit Strategy
A strategic refinance in Year 6 is designed to return investor capital while continuing to generate income through Year 10.
Purpose-Driven Impact
This isn’t just about returns; it’s about restoring dignity to senior care. Your investment helps create a safe, enriching home for seniors and aged communities.
Run the Numbers for Yourself: Calculate Your Year-by-Year Projections
Use the calculator below to see how projected returns play out based on your investment amount.
You’ll get a detailed year-by-year breakdown, including cash flow distributions, refinance proceeds in Year 6, and residual dividends through Year 10, based on your selected investment tier.
Everwood Reserve Investment Calculator For Partners
Standard Class ($50K-$249K)
Avg Cash-on-Cash: 18.3%
IRR: 20.20%
MOIC: 2.39X
Premium Class ($250K+)
Avg Cash-on-Cash: 20.4%
IRR: 20.83%
MOIC: 2.42X
🎉 Offer Fully Funded: Thank You Investors! 🎉
Our Timeline: What to Expect and When
The projected timeline for the Everwood Reserve project. We will keep all our partners and investors informed at every stage of the project.
Month 0 (Land Close)
This stage marks the official launch of the project in August 2025. With land acquisition completed, we will begin construction planning and prepare for groundbreaking.
Month 10-12 (The Construction Phase)
The construction of Everwood Reserve will be carried out by Boatman Construction LLC, a trusted local builder based in Tomball with decades of experience. Their portfolio includes a range of successful commercial and residential developments, along with prior expertise in building assisted living facilities.
Month 13 -15 (Co + Licensing, 3 months post-construction)
In this phase, we will secure the Certificate of Occupancy (CO), confirming that the building meets all safety and code requirements. Simultaneously, we will complete all necessary licensing processes to ensure full regulatory compliance for operating an assisted living facility.
Month 14-15 (Grand Opening)
Everwood Reserve will officially open its doors, marking the start of operations and the welcome of our first residents. We will host a special event to celebrate this milestone and invite all partners and investors to join us in touring the completed facility and sharing in our success.
Year 2 (Stabilization)
During this phase, the project will focus on achieving financial stability by optimizing operations and managing cash flow effectively. Once stable, we will begin the process of committing to regular dividend payments to our partners and investors.
Year 6 (Refinance Target)
By Year 6, we aim to have fully paid all dividends and completed the refinancing process. Even after these payments, our partners and investors will continue to receive residual dividends, with distributions expected to extend through Year 10.
Our Timeline: What to Expect and When
Below is the projected timeline for the Everwood Reserve project. We will keep all our partners and investors informed at every stage of the project.
Month 0 (Land Close)
This stage marks the official launch of the project in August 2025. With land acquisition completed, we will begin construction planning and prepare for groundbreaking.
Month 10-12 (The Construction Phase)
The construction of Everwood Reserve will be carried out by Boatman Construction LLC, a trusted local builder based in Tomball with decades of experience. Their portfolio includes a range of successful commercial and residential developments, along with prior expertise in building assisted living facilities.
Month 13 -15 (Co + Licensing, 3 months post-construction)
In this phase, we will secure the Certificate of Occupancy (CO), confirming that the building meets all safety and code requirements. Simultaneously, we will complete all necessary licensing processes to ensure full regulatory compliance for operating an assisted living facility.
Month 14-15 (Grand Opening)
Everwood Reserve will officially open its doors, marking the start of operations and the welcome of our first residents. We will host a special event to celebrate this milestone and invite all partners and investors to join us in touring the completed facility and sharing in our success.
Year 2 (Stabilization)
During this phase, the project will focus on achieving financial stability by optimizing operations and managing cash flow effectively. Once stable, we will begin the process of committing to regular dividend payments to our partners and investors.
Year 6 (Refinance Target)
By Year 6, we aim to have fully paid all dividends and completed the refinancing process. Even after these payments, our partners and investors will continue to receive residual dividends, with distributions expected to extend through Year 10.
Have questions about how our partnership works and your year-by-year projections? Kindly contact us. We’d be happy to provide all the details and support you need
Have a Question? Kindly Use Our Contact Form Below
We will respond to your mail within a few minutes
Want a Faster Reply? You Can Send Us a Text or Call Us
Our team members are easy to reach and available to answer your questions.
Aaron Ameen
Chief Financial Officer (CFO)
Have questions about our business model, finances, or how dividends are paid?
Aaron, our CFO, is happy to walk you through everything.
With a strong background managing $2M+ in real estate and leading Everwood Reserve’s financial strategy, Aaron ensures you have a clear understanding of your investment and its growth.
Feel free to reach out, he’s ready to answer your questions and discuss the details.
Joseph Rasberry
Senior Health Adviser
Have questions about resident care, treatments, or wellbeing?
Joseph, our licensed Physician Assistant, is here to help.
With extensive emergency care expertise, Joseph plays a key role in shaping Everwood’s care operations and growth strategy. He’s focused on clinical excellence, operational efficiency, and ensuring the highest standards for residents.
Feel free to reach out, Joseph is ready to answer your questions and provide answers on how we care for our community.
FAQs
Below are our frequently asked questions. Kindly contact us if you need a personal response or further clarification.
What kind of asset is this?
Everwood Reserve is a ground-up residential assisted living development, purpose-built to serve seniors with memory care needs. The project includes two luxury 16-bed homes in Tomball, TX, designed to deliver boutique care in a high-demand submarket.
What does it mean to be a Limited Partner (LP) in this deal?
As a Limited Partner, you are an equity owner in the project. You share in profits (and tax benefits) but have no responsibility for day-to-day operations. Your downside is limited to your original investment, and your upside is tied to the project’s performance.
How are investor returns calculated?
Returns are distributed via a combination of:
- Preferred return (7% or 8%, depending on share class)
- Profit split until capital is returned (70/30 or 80/20)
- Residual profit split after refinance (50/50)
The refinance at Year 6 is expected to deliver a 2x return, with additional cash flow from Years 7–10 helping us reach a target IRR of 20%+.
What are the investment options?
Standard (Class A) Shares
- Minimum Investment: $50,000
- 7% preferred return, starts accruing after Certificate of Occupancy (Year 2)
- 70/30 split of cash flow until capital is returned
- 50/50 split of profits thereafter (Years 7–10)
Premium (Class B) Shares
- Minimum Investment: $250,000
- 8% preferred return, starts accruing after Certificate of Occupancy (Year 2)
- 80/20 split of cash flow until capital is returned
- 50/50 split of profits thereafter (Years 7–10)
What is the hold period for this investment?
This investment is structured as a 6-year core hold, with the goal of returning your original capital plus projected profits (2x equity multiple) by the end of Year 6 through a strategic refinance.
After that point, investors continue to receive residual profit distributions through Year 10, but with no capital left in the deal.
Here’s how it plays out:
- Year 1: Construction. No preferred return accrues yet.
- Early Year 2: Once we receive the Certificate of Occupancy, operations begin and your preferred return (7% or 8%) starts accruing.
- Year 3: Distributions begin as the homes stabilize.
- End of Year 6: Targeted refinance returns 100% of your capital plus profits, achieving a projected 2x total return.
From Years 7–10, you remain in the deal as a Limited Partner and continue receiving residual cash flow. These distributions are designed to help us meet our target IRR of 20%+, compensating for the lack of distributions in the early years.
While our model runs through Year 10, our primary objective is to return capital and deliver strong returns by Year 6. If target returns are met ahead of schedule, we may explore options to conclude the investment earlier—always with investor alignment in mind.
📌 Note: Final redemption of LP shares may be treated as a taxable event, especially if depreciation benefits were received. Please consult your CPA for personalized guidance.
Can investors (not using IRAs) expect depreciation as a pass-through benefit?
Yes. We’re conducting a cost segregation study, which allows us to accelerate depreciation in the early years.
For investors not using a retirement account, this results in paper losses that can offset passive income, potentially reducing your tax bill on cash flow.👉 Note: These benefits are not modeled into the projected returns, so any depreciation is a bonus for eligible investors.
Is depreciation already included in the return figures shown?
No. Our projected IRR and equity multiple are based on cash flow and refinance proceeds only.
Depreciation is not included in the projections because tax impact varies based on whether you’re using an IRA, entity, or personal funds.Who is responsible for distributing medication to residents?
Medications are distributed by trained, certified caregivers on our payroll.
They receive proper delegation from licensed medical professionals and follow strict protocols using a secure med cart and digital tracking system.
No third-party nurse is needed on site for medication administration.Can I combine IRA and personal cash to meet the $50K minimum?
Yes, as long as you work with a self-directed IRA custodian, it’s typically possible to invest using a combination of IRA and cash.
We recommend checking with your custodian or CPA for specific compliance requirements, but we’ve seen this successfully done.Do you plan to build additional homes on the property?
We do have capacity for two more homes on our 7.14-acre site.
That said, our entire focus is on successfully delivering Phase 1—the first two homes.
We’ll assess the timing and feasibility of Phase 2 only after we’ve stabilized operations and proven out the model.Do you offer any non-medical treatments for residents with Alzheimer’s or dementia?
Yes. Our care philosophy is rooted in holistic wellness and the five-senses model, including:
- Aromatherapy (e.g., citrus in the morning, lavender in the evening)
- Music therapy and live performances
- Spa services and tactile therapies
- Natural lighting, home-style meals, and beautiful surroundings designed for calm and orientation
These treatments are integrated into the daily rhythm of care and are based on best practices in dementia support.