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 4,000+ engagements across all 50 states and internationally, evaluating over $41.2 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. 4,000+ engagements completed across all 50 states and internationally, evaluating $41.2 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, $41.2 billion in evaluated project value. Standard delivery in 10 to 15 business days. Fiduciary duty to the lender and agency.
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Wert-Berater, Inc. is an independent provider of feasibility studies and other related services. The firm does not provide financing or equity investment advice, and does not arrange, broker, or place debt or equity capital of any kind.
All appraisal assignments are performed by Bruce E. Jones, MAI, ASA-GC, BCA, CMEA, a member of the Appraisal Institute since 2006, a staff member of Wert-Berater, Inc. and owner of Special Purpose Realty Valuation.