This offering is available only to verified accredited investors as defined under Rule 501 of Regulation D
The Pointe at
Ocean Boulevard
150-Unit Independent Living Community
Stuart, Florida
Luxury Senior Living
A Value-Add Senior Housing Investment Opportunity
Invest in The Pointe at Ocean Boulevard, a 150-unit independent living community located in Stuart, Florida. This investment represents an opportunity to acquire and reposition a senior housing asset with significant operational upside in a market benefiting from strong demographic demand.
The investment strategy focuses on improving operations, increasing occupancy, and repositioning the property through targeted capital improvements and professional management. The opportunity is designed to generate attractive risk-adjusted returns through operational improvements and eventual sale of the stabilized asset.
The Pointe at Ocean Boulevard is part of Freedom Family Investments’ strategy of acquiring real estate assets below replacement cost and creating value through operational expertise and disciplined execution.
Overview
The Pointe at Ocean Boulevard is a 150-unit independent living senior housing community located at 250 Southeast Ocean Boulevard in Stuart, Florida.
Originally built in 1986 and renovated in 2018, the property currently suffers from operational underperformance rather than structural or market deficiencies. Current occupancy levels reflect poor management execution rather than weak demand fundamentals.
Freedom Family Investments intends to acquire The Pointe at Ocean Boulevard and execute a repositioning strategy designed to restore occupancy, improve operational efficiency, and increase net operating income.
The investment seeks to capitalize on demographic tailwinds driving demand for senior housing while acquiring the property at a basis significantly below replacement cost.
- Offering Highlights
Property Address
250 Southeast Ocean Blvd. | Stuart, FL 34996
No. of Units/Beds
150 IL
Acquisition Price
$16,000,000
Total Equity Required
$3,868,700
Total Project Costs
~$19,443,700
Target Returns (LP IRR/EM)
20+% / 2x+
Time Frame
48 Month Hold
Exit CAP Rate
8%
Exit Value
~$24,000,00- $26,000,000
These projections are based on the execution of the business plan and are not guarantees of performance.
- Class A-1
- Investment of $250K+
- 6% Pref + 8% @ Capital Event
- Class A-2
- Investment of 100,000.01 - $249,999.99
- 6% Pref + 7% @ capital Event
- Class A-3
- Investment of $25,000 - $100,000
- 6% Pref + 6% @ capital event
| Initial Investment | Return % | Annualized Profit | Total Profit | Exit Value | MOIC | IRR |
| $100,000 | 10% | $12,210 | $61,051 | $161,051 | 1.61x | 10% |
| $100,000 | 12% | $15,247 | $76,234 | $176,234 | 1.76x | 12% |
| $100,000 | 14% | $18,508 | $92,541 | $192,541 | 1.93x | 14% |
How the Investment Works
Investors participate in the acquisition and repositioning of The Pointe at Ocean Boulevard through a private investment structure managed by Freedom Family Investments.
Capital raised from investors will be used to acquire The Pointe at Ocean Boulevard, execute operational improvements, and fund targeted capital expenditures designed to improve the asset’s competitiveness and leasing velocity.
The investment strategy focuses on improving property performance through professional management, operational efficiencies, and strategic improvements to the community. As performance improves and occupancy stabilizes, the property is expected to increase in value, creating the opportunity for a profitable exit.
At exit, investors receive their share of proceeds from the sale of the asset based on the investment structure outlined in the offering documents.
Business Plan
The business plan for The Pointe at Ocean Boulevard focuses on unlocking value through operational improvements and repositioning.
Key elements of the business plan include:
- Installing an experienced senior housing operator
- Implementing a structured marketing and leasing strategy
- Increasing occupancy from approximately 62% to stabilized levels above 90%
- Enhancing pricing strategy and reducing concessions
- Implementing operational efficiencies and expense management
- Deploying targeted capital improvements to modernize interiors and amenities
These improvements are designed to increase net operating income and support the projected exit valuation.
Market Opportunity
Senior housing continues to benefit from strong demographic tailwinds driven by the aging U.S. population.
Approximately 10,000 Americans turn 65 every day, creating sustained long-term demand for senior housing communities.
The Stuart, Florida market benefits from particularly strong demographics, including:
- High concentration of retirement-age residents
- Growing populations aged 75 and older
- Strong household wealth supporting private-pay senior housing
These demographic trends support long-term demand for independent living communities and create favorable conditions for occupancy growth.
These trends strengthen the long-term outlook for The Pointe at Ocean Boulevard as an independent living community in Stuart, Florida.
Value Creation Strategy
The opportunity at The Pointe at Ocean Boulevard stems from operational inefficiencies rather than market weakness.
The property is currently underperforming relative to market demand, creating an opportunity for value creation through improved management and strategic repositioning.
Freedom Family Investments plans to implement a comprehensive operational reset that includes:
- Installing a new independent living operator
- Rebranding and repositioning the community
- Implementing a modern marketing platform and digital lead generation strategy
- Deploying capital improvements to enhance the resident experience
- Strengthening referral relationships and local marketing channels
This approach is designed to increase occupancy, improve revenue per unit, and enhance the overall value of the asset.
Exit Strategy
The investment strategy anticipates a 48-month hold period, during which operational improvements and stabilization are expected to significantly increase the property’s value.
Once the property achieves stabilized occupancy and improved operating performance, Freedom Family Investments intends to pursue an exit through a sale to an institutional buyer or senior housing investment group.
Based on current projections, the stabilized property could support a sale valuation between approximately $24 million and $26 million.
Why Investors Choose Freedom Family Investments
Freedom Family Investments focuses on acquiring real estate assets where operational improvements can unlock meaningful value.
The firm’s strategy centers on identifying assets with strong fundamentals but underperforming operations and applying disciplined asset management to improve performance.
Key strengths of the platform include:
- Experience acquiring real estate below replacement cost
• Deep relationships with operators, lenders, and property owners
• Institutional-grade underwriting and compliance processes
• Alignment with investors through long-term capital stewardship
This approach allows Freedom Family Investments to pursue opportunities that may be overlooked by larger institutional buyers.
For investors evaluating The Pointe at Ocean Boulevard, this approach supports disciplined execution, operational improvement, and long-term value creation.
Disclosure
This summary is for informational purposes only and does not constitute an offer to sell or a solicitation to buy securities. The offering is made solely by and pursuant to the Freedom Notes Private Placement Memorandum and related offering documents. In the event of any inconsistency, the offering documents control.
This material is provided for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. Any such offer or solicitation may only be made by means of a confidential private placement memorandum, subscription documents, and other definitive offering materials (collectively, the “Offering Documents”), and only in jurisdictions where permitted by law.Past performance is not indicative of future results. There can be no assurance that any investment objectives will be achieved or that an investment will be profitable. All investments involve significant risks, including the potential loss of principal. Investors should carefully review the risk factors and other disclosures contained in the Offering Documents before making any investment decision.
This offering page describes only certain aspects of the offering (the “Offering”) of securities issued by Freedom Family Investments or its applicable affiliated entity (the “Issuer”). The Offering is made solely by means of the applicable Private Placement Memorandum, subscription agreement, and any related supplements or amendments (collectively, the “Offering Documents”). The information contained on this page is a summary of the Offering, does not purport to be complete, and should not be considered part of the Offering Documents, incorporated by reference into the Offering Documents, or relied upon as forming the basis of any investment decision. No person has been authorized to provide any information or make any representations other than those contained in the Offering Documents or in authorized marketing materials referenced therein. Any such information or representations, if given or made, must not be relied upon.
All investments involve risk, including the potential loss of principal. Any projected or targeted returns are estimates only and are not guaranteed. Past performance is not indicative of future results. Prospective investors must review the Offering Documents in their entirety and consult with their own legal, tax, and financial advisors prior to making any investment decision.
