top of page

Assisted Living Facility
Feasibility Study

Wert-Berater, Inc. specializes in providing expert and reliable feasibility studies for Assisted Living Facility projects.

Assisted Living Facility Feasibility Studies

Memory Care Living Facility Feasibility Studies

Independent Living Facilities Feasibility Studies


Our team of experienced professionals evaluates all aspects of the project to ensure its success – from project inception to construction and operations planning.


Choose us to help you make informed decisions for your Assisted Living Facility project.

Book a meeting to interview us, ask questions and view samples of our work.

Because of client project confidentiality, unfortunately we do not email samples to customers  - Client Confidentiality is Sacred.

Assisted Living Facility
Feasibility Study

At Wert-Berater, Inc., we are experts in Assisted Living Facility feasibility studies, providing essential information to those seeking SBA, USDA or other commercial loans.


Our team of professionals is dedicated to delivering accurate and comprehensive evaluations of Assisted Living Facility properties, including market analysis, financial projections, and site assessments.


With our expertise and attention to detail, we help clients make informed decisions about their investments and develop successful business plans.

Whether your project is an expansion or new build Assisted Living Facility, we have the experience to provide a comprehensive Assisted Living Facility feasibility study that assist your decision making process and potential loan underwriting in compliance with the Small Business Administration (SBA), USDA or other commercial loan requirements.

See our Experience Page for recent Assisted Living Facility Feasibility Studies completed around the nation.


How do we do it?

Assisted Living Facility Feasibility Studies are carried out by a careful evaluation as presented in the following Assisted Living Facility Feasibility Statement of Work which complies with USDA and SBA loan underwriting requirements.

We subscribe to reliable sources of data that are accepted by loan underwriters.

Will my Assisted Living Facility feasibility study be accepted by my lender?

We are approved by a vast network of SBA lenders, CDC's and Commercial Banks.  Prior to ordering your Assisted Living Facility feasibility study, if your lender in not on our list, we are pleased to provide our feasibility study consultant credentials including E&O Insurance, Sample Assisted Living Facility Feasibility Studies, references, and our resumes.

How much does a Assisted Living Facility  Feasibility Study cost?

Depending on the complexity of the project and the time needed to have a completed Assisted Living Facility feasibility study ready, the cost varies from about $5,900 to $10,000.

How much time is needed for us to complete and deliver your Assisted Living  Facility feasibility study?

This depends on our workload when you order your Assisted Living Facility feasibility study.  

RUSH orders cost extra, but can be completed in as little as 5-business days, providing you have the necessary items provided to us at engagement.

Generally, Assisted Living Facility feasibility studies are completed in about 10 to 15 business days.  

What items do I need to provide to have a Assisted Living Facility Feasibility Study completed? 

Our Assisted Living Facility feasibility studies are comprehensive and intended for loan underwriting purposes.  

We normally request the following items when you engage us for a Assisted Living Facility feasibility study:

  • Parcel number(s)

  • Land cost

  • Site plan

  • Building renderings and dimensions  (SF areas and allocations), unit mixtures including Memory Care, if any

  • Project cost breakdown

  • Land cost and when purchased or is it under contract

  • Resumes for all owners with 20% or more interest

  • Loan terms applied for including Loan Type such as SBA 504 or 7(a), USDA, loan amount(s), interest rate and amortization

  • Copy of your business plan including your projections

  • Any appraisals

  • Any environmental reports (if a purchase, continuance or reposition project, all Phase I or Phase II Environmental assessments

  • If your lender has provided a Term Sheet, we would like to have a copy

  • Other items you deem important

  • Lender contact details

Assisted Living Facility Feasibility Study Statement of Work

Executive Summary

Assisted Living Facility Feasibility Studies are designed to comply with SBA, USDA and other commercial loan application requirements. 


The Executive Summary includes the following items:

  • Project summary of the planned improvements details and location

  • Loan request details

  • Project cost summary

  • Conclusions and Recomendations


Economic Feasibility

Assisted Living Facility Feasibility Study site analysis is a critical component of the project whether its of new construction, expansion or a repositioning project, a compete site analysis is completed summarized as follows:

Information regarding project site including:

  • Land area

  • Site locator maps

  • Zoning

  • Flood zone

  • Access and Road Service to the Site

  • Utilities availability

  • Availability of infrastructure

  • Visibility

  • Traffic counts

  • Neighborhood analysis

  • Radius Demographics, Senior Demographic Analysis as well as 40+ age group (support group) Demographic Analysis

  • Intended hours of operation

  • Labor scheme which summarizes the number of employees, shifts worked, wages and benefits

  • Site analysis summary 

  • Conclusions


Market Feasibility

The market feasibility section for a Assisted Living Facilities feasibility study includes the following items:

  • National industry overview

  • Local competitive analysis including existing, in-planning and under construction competitors 

  • Room rates and rate growth rates

  • ADL and IADL revenues, occupancies, growth rates, etc.

  • Assisted Living Facility Bed Demand forecast 10-Years

  • Gross revenue estimates

  • Conclusions


Technical Feasibility

The technical feasibility study section for a Assisted Living Facillity feasibility study includes the following items:

  • Suitability of the selected site for the intended use including an environmental impact analysis

  • Development and construction cost estimates

  • Commercial Replication risks

  • Regulation and Governmental Action

  • Conclusions



Financial Feasibility

The financial feasibility study section for a Assisted Living Facility feasibility study includes the following items:

  • Pro Forma Assumptions

    • Average Monthly Bed Rates

    • Occupancy

    • Expense Ratios

  • Pro forma (10 years) 

  • Discounted Cash Flow Analysis (DCF)

  • Internal Rate of Return (IRR) Analysis 3-, 5-, 7-, and 10-year hold

  • Debt Service Coverage Ratio (DSCR)

  • Sensitivity Analysis

  • Breakeven Analysis

  • Conclusions


Management Feasibility

The Assisted Living Facility feasibility management feasibility includes:

  • Summary of your experience and education, training for all owners with a 20% interest or more

  • Ownership interest summary

  • Availability of short-term credit

  • Tax issues

  • Company organizational chart

  • Type of legal entity and information concerning its formation

  • Conclusions

Why choose Wert-Berater, Inc. for your Assisted Living Facility Feasibility Study and what sets Wert-Berater, Inc. from their competitors?

We are a small and focused firm that specializes in feasibility studies since 1998 having over 25-years of experience.  

We are lender underwriting report focused, thereby your lender will be provided with the appropriate third party assessment of your project. 

We understand the loan underwriting process. 


Over the decades, feedback from lenders has helped shape our Assisted Living Facility feasibility studies to comply with underwriting demands.

Moreover, we have experience in a wide array of markets and franchises.  

Our in-house files include studies that we have provided whereas many owners have provided us with financial statements for their other Assisted Living Facilities facilities they own, we also place reliance on the most recent NIC MAP data, thus we have developed well-supported pro forma statements based on actual financial statement ratios in just about all 5o states and territories as well as international locations.

We also subscribe to platforms such as RMA (Risk Management Association), ArcGIS Business Analyst, and Dun & Bradstreet which provides us with localized competitor financial data.  

Our Assisted Living Facility feasibility studies are bankable feasibility studies mostly used for to support loan applications. 


Superior Research And Analysis

At Wert-Berater, Inc. we invested into the most reliable and sophisticated Senior Housing Data Available for Assisted Living, Independent Living, Memory Care, Rehab Care, Ambulatory Care and Nursing Home Care Available.​


Senior Care Feasibility Studies Nationwide​

Get in Touch

Book an online Zoom Meeting to interview us concerning your Assisted Living Facility Feasibility Study needs

Assisted Living Facility Feasibility Studies
Upload File

Thanks for submitting!

bottom of page