McFarlin Group

Who We Are McFarlin Group (MFG) is a Dallas-based, vertically integrated real estate private equity firm founded in 2008 with an exclusive focus on seniors housing and healthcare real estate. We develop, acquire, and actively manage senior living communities and healthcare operating businesses — and seniors housing is the only asset class we invest in. That singular focus, sustained over 17 years and through multiple market cycles, is the foundation of our edge. Matt Johnson founded the firm and has personally built 17 senior living communities and acquired 16 more, deploying over $150 million in equity across 28 investments with a 32% realized IRR on all prior deals.¹ What We Do Senior living is not simply a real estate investment — it is an operating business that simultaneously delivers housing (like multifamily), hospitality (like a hotel), and healthcare services (like a hospital). Companies that treat it purely as real estate consistently underperform. MFG's vertically integrated platform means we bring in-house expertise across every phase of the investment lifecycle: deal sourcing and underwriting, development and construction, operations and clinical management, and eventual disposition. Our Four Tenets guide every investment decision: Operations first. The appeal of a senior living community to its residents flows from care quality, programming, and services — not just the real estate. We underwrite operators as rigorously as we underwrite assets. Conservative underwriting. Risk mitigation is central to our process. We do not bid on every deal we see. We employ proprietary NIC market data analytics and a structured, multidisciplinary due diligence process before committing capital. Integrated approach. Dedicated focus on a single, complex asset class — rather than spreading across multiple property types — is required to truly understand the business and maximize returns. Execution mindset. We do what it takes. That commitment has been tested across distressed acquisitions, bankruptcy purchases, and COVID-era market dislocations — and has held. The Opportunity — Why Now We are in a once-in-a-cycle entry window for seniors housing. Post-COVID distress, capital markets dislocation, and the wind-down of government relief programs have created significant distressed acquisition opportunities at deeply discounted basis. Simultaneously, the most powerful demographic wave in modern history is approaching: the 65+ U.S. population will grow 112% and the 85+ cohort — the core move-in demographic — will grow 237% by 2050. The oldest baby boomer turns 79 in 2025. Occupancy and census will be driven structurally higher over the next 4–5 years, and asset values are expected to follow. Our Investment Strategy — Longevity GP Fund III Fund III is a $10M–$25M opportunistic, value-add fund structured to invest in the General Partner / Sponsor position across a diversified portfolio of 8+ investments. This structure gives our LPs access to the highest-return layer of the capital stack — GP promote economics — that is traditionally reserved exclusively for institutional partners. Our capital is deployed across five verticals: 1. Distressed and value-add senior living property acquisitions 2. Non-performing loan acquisitions from lenders (pursuing deed-in-lieu or foreclosure) 3. Bankruptcy auction and stalking-horse purchases 4. Senior housing development (Class A, select markets) 5. Healthcare operating company acquisitions (hospice, home health) The fund aggregates and adds value over a 4–5 year hold period, then targets a portfolio exit to institutional buyers — a strategy that historically commands a 15% premium over individual asset sales. Sponsor Alignment McFarlin co-invests alongside LP capital — the greater of 5% of the fund or $500,000 — ensuring our interests are fully aligned with yours. Additionally, 20% of MFG's net deal-level promote is shared directly with Fund III investors, giving LPs participation in the GP economics that typically never leave the sponsor's pocket. Target Returns & Terms Fund term is 5 years from Final Closing, with two GP-only one-year extensions. First closing targeted Q2 2026. Track Record¹ McFarlin has deployed $150M+ across 28 investments since inception, achieving a 32% weighted average realized IRR. Our 2019 CPA audit confirmed 46% net-to-investor realized IRR on deals completed at that time. We have built and operated senior living communities in Texas, Arizona, Michigan, and beyond, across assisted living, memory care, active adult, and healthcare operating segments. ¹ Past performance is not a guarantee of future results. Net to investor realized IRR calculated on a weighted average basis.

McFarlin Group is raising capital for Longevity GP Fund III , a 5-year fund focused on providing Co-GP investments in McFarlin Group deals in senior living properties and healthcare operating businesses (i.e. home health and hospice care services). A dislocation in the capital markets and post-COVID distress has created a unique opportunity for acquisition of distressed deals at substantially discounted costs in advance of the baby boomer age wave impact. This Fund will be focused on providing high returns and upside through profit share in the Sponsor or General Partner position.