Formation Capital

Formation Capital is an equity investment and asset management company in the senior housing and care industry.  The unique integration of real estate and operating dynamics in this asset class make it unlike any other real estate investment platform.  For this reason, Formation Capital has developed an experienced staff and unique approach to investing in and overseeing this sector and asset class.

Formation Capital sees the senior housing business, more specifically the nursing care industry, as a hybrid of real estate and operating business.  This dynamic encouraged them to design a unique investment approach.  Formation Capital targets high quality operating companies and has designed an approach which separates the real estate (capital infusion) and the operating company (triple net lease).  This structure allows for value enhancement in the future, based on the economics of the potential arbitrage between real estate markets, capital or corporate markets, should one or the other trade at a premium.  For instance, if the real estate markets were to decline but the corporate or public markets became enhanced, their model allows for them to realize that arbitrage through their alignment and structure.  Formation believes that this is the most applicable and appropriate structure for both investors and operators.

Contact Information
1035 Powers Place
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Related Experts

Arnold Whitman, Co-Founder and Chairman of Formation Capital LLC
Mr. Whitman is Co-Founder and Chairman of Formation Capital. He is responsible for establishing, implementing and overseeing the company's strategic direction. Mr. Whitman has over twenty-five years' experience in the seniors housing and healthcare industry. In 1999, Mr. Whitman created Formation Capital as an advisory and equity investment firm for seniors housing and healthcare. Since founding the company, Mr. Whitman has overseen the Read More
Co-Founder and Chairman, Formation Capital LLC
Brian Beckwith, CEO of Formation Capital
Brian Beckwith is CEO of Formation Capital (formerly Senior Managing Partner of GE Capital, Healthcare Financial Services). Brian Beckwith has been active in healthcare mergers, acquisitions, investing and lending for the past 16 years in the United States and Europe. Most recently Mr. Beckwith led the lending and investing efforts for healthcare real estate and senior housing for GE Capital, where he also oversaw $7 billion in loans and Read More
CEO, Formation Capital