Formation Capital

What is Formation Capital?

Formation Capital is a private investment firm specializing in seniors housing and care, post-acute, and healthcare real estate investments. Based in Atlanta, Georgia, and founded in 1999, they are known for fostering innovation and value creation in partnership with quality operators, focused on delivering personalized lifestyle and care for seniors and offering solid returns for investors.

The firm leverages its deep expertise across real estate, operations, healthcare, quality of life, and technology, to uniquely position itself in today's disrupted and ever-changing senior living landscape. With over $2.9 billion current assets under management and a history of innovation, they have invested $2 billion equity over the past 22 years. They engage with premier senior living operators and innovative healthcare companies to optimize the health and well-being of residents.

Their strategy includes investing in solutions that enhance seniors' lives, with the technological integration of housing, lifestyle, and healthcare. The company operates as a forward-looking, flexible and opportunistic capital source, creating value both socially and economically in the senior living sector.

Their team is comprised of experienced professionals offering specialized experience in senior living and care, with capabilities spanning investment origination, underwriting, and asset management.

They partner with industry leaders and entrepreneurs to integrate operational and clinical advisory services, aiming at the intersection of innovation and aging, such as Formation Development Group, Formation Healthcare Group, Generations LLC, Generator Ventures, and Skypoint Cloud.

As a firm, they express readiness to engage with inquiries and take pride in their reputation as a pioneer in creative, flexible capital solutions tailored for the complexities of the sector.