Investors & Funding Partners

Partner With Grand Oak Communities

Building a Scalable Senior-Care Platform Across Georgia

A disciplined, operator-led strategy: acquire well-located assisted living and personal care communities at a low basis, develop selectively, and operate to a single elevated standard.

8
Georgia Locations
188
Potential Beds
7
Proposed Acquisitions
2
Growth Engines: Acquisition + Development
The Georgia Strategy

A focused, phased Georgia portfolio.

Our initial strategy consists of seven proposed acquisition opportunities representing 164 existing/target beds, plus a planned 24-bed Glenwood development — creating a planned portfolio of 8 Georgia locations and 188 potential beds.

Glenwood is a planned development asset and is not currently licensed. The seven acquisition opportunities are proposed transactions that have not been completed; Grand Oak Communities does not currently own or operate these facilities.
Planned PortfolioGeorgia
CommunityBeds
Northside
Proposed Acquisition
24
Shady Pines
Proposed Acquisition
22
Vienna
Proposed Acquisition
22
Serengela
Proposed Acquisition
24
Adrian
Proposed Acquisition — Vacant Capacity
24
Washington
Proposed Acquisition
24
Rainbow
Proposed Acquisition
24
Glenwood
Planned Development · Not licensed
24
Total potential portfolio188
Investment Thesis

Why Grand Oak Communities?

Six disciplined reasons we believe a Georgia-first senior-care platform is the right opportunity at the right time.

01

Disciplined Acquisition Strategy

The proposed seven-facility acquisition portfolio is designed to establish an efficient operating platform while preserving flexibility for disciplined diligence, financing, and transaction execution.

02

Experienced Leadership

Grand Oak Communities is led by Dr. Nelva Lee, who brings more than 30 years of healthcare and senior-care industry experience. In senior care, experienced leadership is decisive: successful operations require expertise in staffing, regulatory compliance, resident care, census management, quality, financial management, and disciplined operational execution.

03

Financing Readiness

Leadership maintains an excellent credit profile and is working with a recognized lender experienced in the senior-care sector to pursue SBA-backed financing for qualifying transactions. Financing remains subject to lender underwriting and approval.

04

Two Growth Engines

Grand Oak Communities intends to grow through (1) strategic acquisition of existing assisted living and personal care communities, and (2) development of new communities in attractive markets, beginning with the planned Glenwood location.

05

Economies of Scale

Operating multiple communities creates the opportunity to centralize marketing, purchasing, recruiting, training, administrative functions, referral development, technology, and selected vendor relationships — improving consistency while reducing per-community overhead.

06

Occupancy & Revenue Optimization

Management intends to create value through improved occupancy, appropriate private-pay pricing, referral development, operational improvements, and evaluation of legitimate Medicaid waiver and reimbursement opportunities for qualifying facilities and residents. Outcomes are not guaranteed.

Nothing on this page guarantees occupancy, reimbursement, financing approval, investment returns, appreciation, or profitability. SBA-backed financing is being pursued and has not been approved.

Looking Ahead

Georgia First. Regional Growth Ahead.

Grand Oak Communities is initially focused on building a strong Georgia operating platform. Following successful execution of our Georgia strategy, we intend to evaluate expansion opportunities throughout the Southeast.

Investor Inquiry

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We are seeking qualified investors, lenders, and strategic funding partners interested in participating in the growth of Grand Oak Communities.

Important DisclaimerInformation presented on this page is for informational and discussion purposes only and does not constitute an offer to sell or a solicitation to purchase securities. Proposed acquisitions, developments, financing, portfolio size, and other forward-looking plans are subject to due diligence, financing, regulatory approvals, definitive agreements, and other customary conditions.