• The Forum Senior Living Your Move Equity Ownership

Equity Ownership.

Residents own, govern and are the community.

Through equity ownership, each Resident shares in the future appreciation of his or her membership upon resale. Compare this to “entrance fee” financial plans where little or no return on the initial investment is received.

As a Life Plan Community, we provide the comfort of knowing that higher levels of care, such as assisted living or skilled nursing, are available should a Resident ever require it.

True ownership with real benefits.
Your membership offers true ownership, including tax benefits and the ability to sell. Depending on real estate market conditions, you may receive your initial investment back, plus shared appreciated value.

Preserve your estate.
The Forum’s unique ownership plan helps you preserve your estate so that you can leave a legacy for the next generation as part of your estate planning.

Resident-governed.
As a Forum Resident-owner, you can choose to contribute through the Retirement Housing Corporation (RHC) or Resident Services, Inc. (RSI), chair a committee, introduce initiatives, or volunteer at your leisure.

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