Our Goal:

Grow Your Portfolio by Investing in the Future of Senior Living

There simply aren’t enough senior living communities to meet the growing demand—and that gap is only widening.1

By investing in this essential sector, we aim to deliver monthly income, plus growth and help create the dignified, high-quality care people deserve in their golden years.

America Is Aging Rapidly

America is entering a historic demographic shift.

Nearly 10,000 adults become 80+ every day, the age group most likely to require senior housing, assisted living, and memory care.

This is not a short-term trend. It is a multi-decade demographic reality driven by longevity. The result is a growing demand for middle-market, professionally managed, empathetic senior housing communities.

*Please see footer for sources.

A Rising Need Not Being Met

America is not building enough senior housing.

Creating a widening supply-demand imbalance across the industry.

*Please see footer for sources.

Invest in a Growing Need

It’s clear that America is aging rapidly, and senior housing isn’t keeping up with demand.1

At Aquinas Senior Living, we see more than a market opportunity. We see a human need. We acquire senior living facilities from regional operators and family-run businesses and transform them—upgrading environments, enhancing amenities, and adding innovative technologies and services that small, independent facilities often cannot provide.

Led by a seasoned team with deep expertise in both real estate and senior care, Aquinas opens the door for everyday investors to participate in institutional-grade real estate and the accelerating demand for quality senior housing.



Two of our (7) seven communities.

The Heart of Aquinas Senior Living

At the heart of our mission are the Aquinas Elements of a Beautiful Life,
inspired by the timeless wisdom of St. Thomas Aquinas:

Integritas
(Wholeness)

Offering care that supports mind, body, and spirit, helping residents feel valued and whole.

Consonantia
(Harmony)

Balancing independence, support, and relationships for a well-ordered, fulfilling life.

Claritas
(Radiance)

Illuminating each resident’s inner light through meaningful connections and activities.

These principles guide every decision we make — from the design of our communities, to the integration of innovative technologies, and the daily interactions between residents and staff — ensuring that our care honors every season of life.

Aiming for Monthly Income Without Market Volatility

Scheduled monthly income of $83.33 or $1,000 per year over five years.*

Investors are also scheduled to participate in the growth of their original investment, if any, when Aquinas sells its portfolio, or goes public by listing its shares on a major stock exchange.

*No Guarantee of Results: The figures presented in this chart are hypothetical and are provided for illustrative purposes only. They do not represent actual past performance or a guarantee of future results. An annual target return of 10% is a goal, and although scheduled, it may not be achieved.

INVESTMENT OVERVIEW

1. Preferred Returns

Management does not share in profits until a 10% annualized return has been realized.

2. Planned REIT Election in 2026

  • One of the many benefits is its obligation to distribute 90% of our profits by year-end.
  • No double taxation—income is passed through to investors without first incurring a corporate tax.*

3.  Monthly Distributions

Revenue is generated primarily on a monthly basis, with distributions targeted monthly.

*Aquinas Senior Living does not provide tax advice. For personalized tax advice please consult you tax professional.

Offering Type

Regulation CF

Return Type

Monthly Income

Target Return

10% Annualized

Investment Term

4-6 Years

Share Price

$5.00

Minimum Investment

$500

Maximum Offering Size

$5M

Use of Proceeds

Senior Property Acquisition and Operations

Securities LAW FIRM

Solon Law

AUDITOR

Mongio & Associates

ACCOUNTANT

CBIZ

TRANSFER AGENT

DealMaker

Corporate Law Firm

Barley Snyder, LLP

BROKER DEALER

DealMaker Securities

VALUATION

JLL & Newmark

BANKING

Fulton Bank N.A.

We’re Backed by an Industry Leader

A shared mission to care for the most vulnerable.

Merakey is a leading non-profit provider of developmental, behavioral health, and education services. With a revenue of nearly $800 million in Fiscal Year 2025, more than 8,000 employees provided support to nearly 40,000 individuals and families throughout 12 states across the country.

We believe that through its wholly owned subsidiary, Merakey’s partnership with Aquinas' vision for high-quality senior care empowers our business model and mission.

Leading the Transformation of
Mid-Market Senior Living

Our model is built on three fundamentals: the right communities, the right people, and the right partners. We put them together to create places where seniors thrive and caregivers want to build careers.

Step 1: Acquire, Refurbish & Improve

We purchase underperforming Class B and C senior living communities that are structurally sound, but need improvements.

Our process targets facilities which are priced below replacement cost, have room for value-adding modernizations, and exhibit strong local demand.

These facilities are typically owned by small regional operators, are family businesses, or owned by individuals who may lack access to capital for growth or are ready to transition ownership due to retirement, succession challenges, or burnout.

  • Facility Improvements: Renovations and expansions where appropriate.
  • Amenities: Enhancing existing amenities and introducing new ones.
  • Services: Adding offerings such as memory care and on-site pharmacy services.
  • Technology and Systems: From operational systems to AI-powered safety enhancements, we implement the technology infrastructure that best suits our communities and is rarely found at smaller operators in the middle market.

Step 2: Invest in the Care Team

We aim to build environments where the best caregivers want to build their careers.

  • Empathy-First Hiring: You can’t teach empathy. We look for it from the start and build a culture that nurtures it.
  • Training & Development: Ongoing education, competitive pay, benefits, and clear career paths.

Becoming the best place to work helps us attract and retain strong teams, deliver better care, and drive operational excellence across our communities—which we believe contributes to higher demand.

Step 3: Enhance Care with Proven Partners

Our partnerships bring hospital-grade capabilities into mid-market communities:

  • Merakey: A national leader in behavioral healthcare helps us offer services typically found only in large-scale facilities, including on-site pharmacy services and behavioral health support.



  • Teton: In use for years in Europe, Teton brings advanced AI monitoring technology to senior living. Designed for preventive care, Teton interprets body movement and room activity in real-time—without using video—then sends only meaningful alerts to our care team.

Traditional care waits for incidents to happen. Teton shifts the focus to prevention, alerting staff to subtle changes in behavior or wellbeing, before they turn into emergencies.

Senior Housing and Care
Are Recession-Resilient Needs

For many families, senior care isn’t optional—it’s essential. That’s why well-operated senior housing often outperforms other types of commercial real estate.1

Even during downturns, the demand for high-quality senior living and compassionate care remains strong.

A Fragmented Market Built
for Strategic Acquisition

Many senior living properties are owned by regional operators, individuals, or families without a succession plan. This creates a steady pipeline of acquisition opportunities ideally suited to our hands-on strategy. We focus on buying, upgrading, and professionally operating these facilities to unlock long-term value.

AS SEEN IN

Focused on the Mid-Atlantic, Where Opportunity Lives

Sometimes the best opportunities are right in your own backyard.

Founded and operated in the Mid-Atlantic, Aquinas Senior Living targets higher-income counties across this region, where demand for quality senior care is rising.

We know this area deeply, and in our view, few competitors focus on upgrading mid-tier senior living facilities—and the care they provide—the way we do.

By combining local insight, operational excellence, and compassionate care, Aquinas Senior Living offers a unique opportunity for investors and the seniors we serve.

With the proceeds of this raise, we plan to continue building our portfolio of senior living communities, which already includes seven (7) locations.

INVESTMENT GUIDE

To learn more about Aquinas and the benefits of investing, download our complimentary investment guide.

DOWNLOAD OUR GUIDE

ABOUT

Aquinas Senior Living, Inc. was founded in 2023 to modernize and scale senior living communities through a unique blend of real estate expertise, a devotion to caring for seniors, and key strategic partnerships. Focused on the Mid-Atlantic with seven (7) facilities in our portfolio, Aquinas acquires and revitalizes Active Adult Living, Independent Living, Personal Care, Assisted Living, Memory Care, and Hospice properties, upgrading the facilities and the scope of amenities and services. We operate these comprehensive communities with a true sense of compassion and kindness, elevating care through innovative technology that supports staff and enhances resident quality of life.

With trusted care partners and a scalable acquisition model, Aquinas offers both social impact and attractive investor returns.

MANAGEMENT TEAM

Leonard S. Poncia

Chairman of the Board, Chief Development Officer

35+ years of experience in caring for the elderly and expertise in all aspects of commercial real estate investment and development. Seasoned developer of housing, low and high-rise apartment buildings, urban infill office, retail, and industrial investment property. Entitlement process expert at federal, state, and municipal levels. Development and investment activities exceed $3 billion.

Stephen J. Schmid

President, Chief Executive Officer

35+ years in all aspects of real estate investment property sales, finance, and capital raising. Experienced in underwriting and valuing all major real estate property types. Sales and finance activities exceed $750,000,000. Public and private company experience responsible for equity capital raising, debt financing, joint venture development, project finance, and construction lending with NASDAQ, NYSE, and family office companies.

Michael T. Hines

Executive Vice President, Capital Markets

Corporate finance executive with three decades of transactional experience. Managed public offerings, private placements, mergers, and acquisitions. Syndicated equity placements to Banks, Institutional Investors, Family Offices, and Wealth Managers domestically and internationally. Capital market funding activity in excess of $500,000,000.

James T. Burnham

President Management Services Company, Chief Operating Officer

Experienced and resourceful C-suite executive in the senior housing and long-term care industry in the for-profit and not-for-profit landscape since 2000. Served on multiple state association committees and board-level positions, focusing on PA Assisted Living Association initiatives. Engaged to provide subject matter expert testimony for proposed senior housing and care projects in excess of $500,000,000.

Gina Machado

Investor Relations Manager

20+ years of experience managing large-scale consumer products portfolios, combining sharp analytical acumen with creative communication to bring deep financial fluency to the investor relations function. An expert in P&L analysis, demand forecasting, and resource allocation, with a track record of translating complex financial data into clear, compelling investor-facing presentations and reporting. Oversaw a $200 million portfolio across high-volume accounts in the home textiles and sporting goods sectors. Outside the office, Gina is dedicated to community wellness as a professional fitness instructor.

Jack Takacs

Executive Vice President, Strategic Solutions

Entrepreneur and corporate finance executive with five decades of transactional and managerial experience. Founded one of the first retail auto leasing companies, which was acquired by a major auto leasing and rental company. Senior Partner in an auto loan securitization specialty finance company. Co-Head of Capital Markets for a diversified holding company with investments in national hotels, franchises, a savings and loan bank, and various real estate portfolios. Managing Director/Senior Partner at a private equity fund manager with over $1 billion in AUM and principal investments. CEO of a diversified bank holding company in Texas. Senior Partner and Managing Director of Corporate Credit at an international asset management firm. Founder and Executive Managing Director of Fundamental Group, active in structuring and funding asset management partnerships in corporate lending, real estate, consumer lending, and consumer products.

FAQ

Why invest in startups?
Regulation CF allows investors to invest in startups and early-growth companies. This is different from helping a company raise money on Kickstarter; with Regulation CF Offerings, you arenʼt buying products or merchandise - you are buying a piece of a company and helping it grow.

How much can I invest?
Accredited investors can invest as much as they want. But if you are NOT an accredited investor, your investment limit depends on either your annual income or net worth, whichever is greater. If the number is less than $124,000, you can only invest 5% of it. If both are greater than $124,000 then your investment limit is 10%.

How do I calculate my net worth?
To calculate your net worth, just add up all of your assets and subtract all of your liabilities (excluding the value of the personʼs primary residence). The resulting sum is your net worth.

What are the tax implications of an equity crowdfunding investment?
We cannot give tax advice, and we encourage you to talk with your accountant or tax advisor before making an investment.

Who can invest in a Regulation CF Offering?
Individuals over 18 years of age can invest.

What do I need to know about early-stage investing?
Are these investments risky? There will always be some risk involved when investing in a startup or small business. And the earlier you get in the more risk that is usually present. If a young company goes out of business, your ownership interest could lose all value. You may have limited voting power to direct the company due to dilution over time. You may also have to wait about five to seven years (if ever) for an exit via acquisition, IPO, etc. Because early-stage companies are still in the process of perfecting their products, services, and business model, nothing is guaranteed. Thatʼs why startups should only be part of a more balanced, overall investment portfolio.

When will I get my investment back?
The Series C Preferred Stock (the "Shares") of Aquinas Senior Living (the "Company") are not publicly-traded. As a result, the shares cannot be easily traded or sold. As an investor in a private company, you typically look to receive a return on your investment under the following scenarios: The Company gets acquired by another company. The Company goes public (makes an initial public offering). In those instances, you receive your pro-rata share of the distributions that occur, in the case of acquisition, or you can sell your shares on an exchange. These are both considered long-term exits, taking approximately 5-10 years (and often longer) to see the possibility for an exit. It can sometimes take years to build companies. Sometimes there will not be any return, as a result of business failure.  

What is Aquinas Senior Living's implied valuation?
This offering is an income-producing preferred equity instrument, not a traditional growth equity investment. Investors should evaluate this offering primarily on the basis of the dividend yield and the company's ability to sustain dividend payments, rather than on implied company valuation.

Can I sell my shares?
Shares sold via Regulation Crowdfunding offerings have a one-year lockup period before those shares can be sold under certain conditions. The exceptions are sales to: (i) to the Company; (ii) to an “accredited investor” within the meaning of Rule 501 of Regulation D under the Securities Act; (iii) as part of an offering registered under the Securities Act with the SEC; or (iv) to a member of the Investorʼs family or the equivalent, to a trust controlled by the Investor, to a trust created for the benefit of a member of the family of the Investor or equivalent, or in connection with the death or divorce of the Investor or other similar circumstance.
Exceptions to limitations on selling shares during the one-year lockup period: In the event of death, divorce, or similar circumstance, shares can be transferred to:

  • The company that issued the securities
  • An accredited investor
  • A family member (child, stepchild, grandchild, parent, stepparent, grandparent, spouse or equivalent, sibling, mother-in-law, father-in-law, son-in-law, daughter-in-law, brother-in-law, or sister-in-law, including adoptive relationships)

What happens if a company does not reach their funding target?
If a company does not reach their minimum funding target, all funds will be returned to the investors after the close of the offering.

How can I learn more about a company's offering?
All available disclosure information can be found on the landing pages for our Regulation Crowdfunding offering.

What if I change my mind about investing?
You can cancel your investment at any time, for any reason, until 48 hours prior to a closing occurring. If youʼve already funded your investment and your funds are in escrow, your funds will be promptly refunded to you upon cancellation. To submit a request to cancel your investment please email: info@dealmakersecurities.com

How do I keep up with how the company is doing?
At a minimum, the company will be filing with the SEC and posting on itʼs website an annual report, along with certified financial statements. Those should be available 120 days after the fiscal year end. If the company meets a reporting exception, or eventually has to file more reported information to the SEC, the reporting described above may end. If these reports end, you may not continually have current financial information about the company.

What relationship does the company have with DealMaker Securities?
DealMaker Securities is serving as the intermediary for this offering. Once an offering ends, there is no guarantee that DealMaker Securities will have a relationship with the company. The company may continue its relationship with DealMaker Securities for additional offerings in the future. DealMaker Securitiesʼ affiliates may also provide one.