Request For Senior Housing Case Study For Friday Interview
Hey everyone,
I need some help. I have an interview at a boutique REPE firm that focuses on senior living, and they mentioned that there will be a case study component. Has anyone done a case study on senior living who would be willing to share what they were asked, and if the case was more modeling-focused or more similar to a consulting case study where it was more qualitative? Additionally, if it was modeling-focused, would you mind sharing what important assumptions I should look for?
Thank you so much in advance!
Based on the most helpful WSO content, here's a bit of guidance for your upcoming interview with a focus on senior housing:
Case Study Nature: It's common for real estate private equity case studies to have both qualitative and quantitative elements. You might be asked to analyze a deal from a high-level strategic perspective (qualitative) and also to build or interpret a financial model (quantitative).
Modeling Focus: If the case study is modeling-focused, you'll likely need to be familiar with the unique aspects of senior housing. This includes understanding the different types of senior housing (Independent Living, Assisted Living, Memory Care, Skilled Nursing), their revenue drivers, and expense structures.
Important Assumptions:
Qualitative Factors:
Remember, the key to a successful case study is not just getting the numbers right but also being able to articulate your assumptions and the rationale behind your investment decision. Good luck with your interview!
Sources: https://www.wallstreetoasis.com/forum/real-estate/senior-housing-question?customgpt=1, Assisted Living - Pros and Cons, 2 Hour Case Study?, What is Your ADDITIONAL Reason to invest in Multi-Family?
Just to update. I ended up landing the job. The case study was building a proforma from scratch assuming a nocapex and a capex scenario over a 5 year hold for a MF property.
Congrats on landing role. What type of role was this for (Analyst/ Associate?). Also can you give a little more detail about the case study. I am currently also in a process where they focus on Senior Living, and trying to prepare for case study. Did it stop at debt/ was there a waterfall etc?
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