Shepard Overview

AWARD-WINNING BOUTIQUE SENIOR LIVING IN
COZY, RESIDENTIAL HOMES

SHEPHERD OF BULL VALLEY

Assisted Living in a breathtaking,
18,000 square foot estate

SHEPHERD OF CRYSTAL LAKE

A Cozy, Assisted Living Home
Atop 5 Rolling Acres

SHEPHERD OF HARVARD

Senior living in a charming,historic
home that is full of life!

Senior living served family style

We care for area seniors through an entirely new approach to senior living. Our beautiful, converted residential homes provide all the amenities of “big box” facilities with the comfort & feel of home. Mix in our award-winning staff and industry leading caretaker-to-resident ratios, and you have Shepherd Premier Living.

OPERATIONAL BRIEF

  • FOUNDED IN 2014 BY BRANDONSCHWAB

  • CURRENT PORTFOLIO VALUED AT> $20M

  • 7 HOMES and 5 ACRES OF LAND FOR CONSTRUCTION

  • 4 HOMES IN OPERATION

  • 3 HOMES PENDING

  • Over 25 employees

SHEPHERD OF DIXON

SHEPHERD OF CLINTON

SHEPHERD OF OREGON

SHEPHERD OF BULL VALLEY

Facilities

SHEPHERD OF BULL VALLEY

1001 Cherry Valley Rd, Bull
Valley, IL 60050
VALUE: $4.17M
50% Occupancy
DATE OPENED: 2021
BEDS: 9/16 CURRENT RESIDENT
RESIDENTCOUNT: 9

SHEPHERD OF CRYSTAL LAKE 1

5430 Hillside Rd, Crystal Lake,
VALUE: $2.87M – Fully Stabilized
DATE OPENED: 2017
Full Occupancy
BEDS: 12
RESIDENT COUNT: 12

SHEPHERD OF HARVARD

210 E Front St, Harvard, IL
VALUE: $3.34M
Full Occupancy
DATE OPENED: 2019
BEDS: 15 CURRENT RESIDENT
RESIDENTCOUNT: 15

SHEPHERD OF OREGON

Terrace View Blvd, Oregon, IL
61061
VALUE: $2.48M
Partial Occupancy
DATE OPENED: May 2022
BEDS: 16
RESIDENT COUNT: 6

CLEAN AND COMFORTABLE

EVENTS AND ACTIVITIES

SOCIAL COMRADERIE

Facilities on Deck

SHEPHERD OF DIXON

503 Countryside Lane, Dixon, IL
VALUE: $2.48M
PROJECTED BEDS: 16
CURRENT RESIDENT COUNT: 0

SHEPHERD OF CLINTON

Harbor Parkway, Clinton, CT
VALUE: $2.2M
PROJECTED BEDS: 10-16
CURRENT RESIDENT COUNT: 0

SHEPHERD OF CRYSTAL LAKE 2

27716 Crystal Springs Road,
Crystal Lake, IL VALUE: $1.5M
PROJECTED BEDS: 14-16
CURRENT RESIDENT COUNT: 0

Goals and Objectives

  • Complete Renovations.

  • Market existing facilities to capacity.

  • Start construction build-out and entitlement process on purchased sites.

  • Engage consolidated
    management to optimize
    operations.

  • Review probable acquisitionsthat fit our model.

  • Upgrade and expandmarketing process.

  • Define and improve IRR & PL

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