Bradley J. Schopp, MAI

CCRC Valuation

I provide valuation and advisory services for Continuing Care Retirement Communities (CCRCs), including entrance-fee communities and rental models. Engagements are tailored to the purpose of the assignment— financing, transactions, portfolio decisions, development feasibility, and dispute support.

CCRCs require specialized analysis due to the complexity of entrance fee structures, refund provisions, contract types, and the relationship between the operating enterprise and the underlying real estate. My work focuses on producing clear, defensible conclusions that align with the assignment’s purpose while recognizing these unique dynamics.