Who we are
Wert-Berater, Inc. has prepared independent feasibility studies for lenders, certified development companies, and federal agencies since 1998 — more than four thousand engagements representing $40.2 billion in evaluated project value across all fifty states and international assignments. Our fiduciary duty runs to the lender and the agency, never to the sponsor’s optimism: fees are fixed, quoted up front, never contingent on findings, and a determination is never changed under pressure.
What we do
Assisted living feasibility quantifies the age- and income-qualified senior household base within the realistic family-decision draw area, tests it against licensed bed supply and pipeline, and models achievable monthly rates against the private-pay capacity the income distribution actually supports. Acuity mix, level-of-care pricing, and the memory-care component each carry their own economics. The operating model — care staffing ratios, wage pressure, agency-labor exposure — is analyzed as rigorously as demand, because senior care fails on labor more often than on census.
How we do it
Methodology uses Census age-cohort and income data, state licensing and occupancy files, Genworth cost-of-care benchmarks, and BLS healthcare wage series, with named competitive facilities surveyed for rates and availability. The model carries census ramp, payer mix, and payroll sensitivity against the program coverage standard.
How we can help you
Senior care reaches us through USDA B&I and Community Facilities for rural facilities and SBA or conventional structures for operator-owned projects; each study is built to the reviewing agency's evidentiary standard. The firm's senior-care record includes a $1,700,000 USDA B&I assisted living engagement in Cortez, Colorado.
How to engage us
Standard delivery is 10 to 15 business days from complete project data. Rush delivery for deals already in underwriting is accepted case by case for an additional fixed fee, quoted up front and committed in writing. Engagements are typically initiated by the borrower, with lender or CDC confirmation obtained before work begins — institutions differ, so confirm the procedure with your lending contact.