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
Memory care is the senior-housing segment where demand depth and operating intensity meet: dementia prevalence in the age-qualified base creates need, but the private-pay rate filters who can access it, and the staffing model — higher ratios, specialized training, secured environments — defines the cost base. The study applies the double-qualified demand methodology with a prevalence overlay, validates the rate positioning against the market's actual memory-care comparables, and tests the operating model at the acuity-driven staffing the census will actually require as residents age in place.
How we do it
Demand modeling from age-and-income-qualified households with dementia-prevalence rates applied, competitive census of dedicated and wing-based memory-care supply, rate benchmarking by unit type, staffing at acuity-adjusted ratios, and fill-curve modeling against the segment's documented stabilization timelines.
How we can help you
Owner-operator communities fit SBA structures; larger developments route conventional and HUD frameworks; the operator's dementia-care credentials weigh as the management dimension. The category is native ground for the firm's senior-care practice, applying the same penetration discipline documented across its assisted-living record.
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.