A diagnostic built
to hold up in the room.

One clear method,
every time.

Every assessment scores the same core areas, benchmarks each one against the competition, and measures the community against one goal: more qualified leads, at a far lower cost than referral fees, from channels it owns and that keep growing in value.

AI Search

What AI assistants tell families when they ask for options.

Paid Search

Who advertises on the searches that matter, even your name.

Organic Search

Whether families find the community on Google, and where.

Website Technical

Speed, structured data and reliable tracking.

Google Business Profile

Rating, review volume and recency, owner responses and posting activity, plus how clicks are tracked.

Reputation & Directories

Reviews and ratings across the web, listing accuracy, and how much the community relies on paid referral sites.

Website Experience

Whether pricing, floor plans, tours and next steps are clear and easy for a family to act on.

External first.
Verified second.

Every engagement starts with what’s publicly visible. When it calls for it, we check those findings against the seller’s or owner’s own records.

Tier

What it reads

What you provide

Delivered

External

Runs on every engagement

Everything visible from the outside, from public sources anyone could check, across every core area.

Nothing. No seller involvement needed.

5 to 7 business days

Verified

When the engagement calls for it

External findings checked against the seller’s or owner’s records, so you see where they agree and differ.

Access to the records, once the data room is open.

10 to 14 business days from receipt

✦ Beyond the financials

Every finding is sourced, dated and checkable. Every gap comes with a clear next step.

What the
assesment reads

Search results and maps, AI assistants, the major senior living listing sites, public reviews, advertising libraries, the website itself and, where relevant, public inspection records.

Every finding points to where it came from and when we checked it, so your team can verify it. Where something can’t be confirmed, we label it “not assessed” instead of estimating. Live checks such as AI answers are same-day snapshots, labeled as such.

The same core areas sit underneath all six diagnostics; the question, the timing and the report change to fit where you are. Every report ends with a prioritized plan, and our team is happy to take on the work or to work alongside your existing marketing team.

Where the methodology applies.

Choosing a Market

Market Entry Analysis

Under Offer

Pre-Acquisition Assessment

At Closing

Transition Baseline

During Ownership

Portfolio Health Monitor · Asset Performance Diagnostic

Preparing to Sell

Exit Positioning Package

How we
score

4.0 to 5.0

Strong

Working well. Protect it and build on it.

3.0 to 3.9

Fair

A solid base with clear room to improve.

2.5 to 2.9

Growth Priority

One of the biggest opportunities to improve.

Below 2.5

Critical

Below 2.5. Needs attention first, often the fastest path to results.

Clear about
what we know

Every figure in the report is sourced and dated. Where the evidence isn’t there, we say so plainly instead of estimating.

Sourced

Every finding

Each figure points to the public source or record it came from.

Dated

Every figure

Each figure points to the public source or record it came from.

Estimated

When labeled

Modeled figures, such as upside, are always marked as estimates.

Not assessed

Named openly

Anything we couldn’t confirm is named, never filled in.

✦ Engage

Begin your diagnostic.

Structured. Confidential. Delivered within your timeline.

A diagnostic built to hold up in the room.

One clear method, every time.

External first. Verified second.