An independent Assisted Living Feasibility Study evaluating a 26-unit assisted living facility acquisition in Cortez, Colorado.
CORTEZ, Colorado — Wert-Berater, Inc., an independent feasibility study consulting firm serving lenders and government agencies since 1998, has completed a Assisted Living Feasibility Study in Cortez, Colorado.
Wert-Berater served as independent feasibility consultant to the lender and USDA Rural Development. Party names are withheld consistent with the confidential nature of underwriting and capital-advisory work; figures represent the project as evaluated at the study date.
Acquisition of an operating 26-unit, single-story assisted living facility by an experienced regional operator, evaluated under USDA 7 CFR Part 5001. Year 1 revenue of $1,152,029 assumes 90.5 percent average occupancy — conservative against the 100 percent occupancy confirmed by appraisal at study date — and the acquisition preserves nine rural healthcare jobs with $551,400 in annual local payroll.
Going-concern acquisition of the real property, furniture, fixtures and equipment, and intangible going-concern value of an established rural assisted living operation, with single-story construction purpose-suited to resident safety and line-of-sight staff supervision.
$1,350,000 USDA B&I guaranteed loan with an 85% federal guaranty (79.4% of TPC); $200,000 cash equity (11.8%); $150,000 subordinated seller note at 9.0% interest-only with a 24-month balloon.
Small-balance rural healthcare deals live or die on cushion, and the study quantified it: break-even occupancy of 63.0 percent means the facility covers all costs including debt service with only 16.4 of 26 units occupied — a 27.5-point cushion below projected Year 1 occupancy. The structural watch-items were the 24-month balloon on the subordinated seller note, which must be refinanced or retired from cash flow, and the standard pre-closing conditions: Phase I ESA, flood-zone determination, and zoning confirmation.
Wert-Berater, Inc. is an independent feasibility study consulting firm founded in 1998, providing lender- and agency-facing feasibility studies, highest-and-best-use analyses, and capital-advisory support. The firm has completed more than 4,000 engagements across all 50 states and internationally, evaluating over $40.2 billion in project value for SBA, USDA, EB-5, conventional, and institutional financing decisions. In every engagement, fiduciary duty runs to the lender and the applicable agency.
Media contact: Donald Safranek, MSc, President, Wert-Berater, Inc. — +1 310-857-2443 ext. 800. Press inquiries only; client, lender, and property identities remain confidential.
President, Wert-Berater, Inc. — independent feasibility study consultants since 1998. More than 4,000 feasibility studies completed across all 50 states and internationally, evaluating $40.2 billion in project value for SBA, USDA, EB-5, conventional, and institutional financing decisions. Fiduciary duty runs to the lender and agency in every engagement.
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Schedule a ConversationIndependent feasibility studies since 1998 — 4,000+ engagements, $40.2 billion in evaluated project value. Standard delivery in 10 to 15 business days. Fiduciary duty to the lender and agency.