Lloyd Jones
Lloyd Jones is a privately held, vertically integrated real estate investment firm founded in 1980, specializing in multifamily and senior housing for institutional investors, family offices, and middle-income seniors across the U.S.
- Company typePrivate
- Founded1980
- HeadquartersMiami, United States
- Headcount101–250
- GTM typeB2B and B2C
- OfferingServices
What Lloyd Jones does
Lloyd Jones is a privately held real estate investment firm founded in 1980 by Christopher Finlay, headquartered in Dallas, Texas, with operating roots in Miami, Florida. The company is structured as a vertically integrated platform with four core divisions: Investment (acquiring multifamily and senior housing assets on behalf of institutional investors, family offices, and private investors), Development (ground-up construction), Construction (build services for its own portfolio), and Senior Housing Management (via the AVIVA Senior Living brand operating independent living, assisted living, and memory care communities). The firm has expanded its operating footprint to 13 senior living communities across 8 states and manages a broader multifamily portfolio through its AMO-accredited property management arm, Finlay Management.
The firm's business model combines fund-style investment management (management fees and profit participation from LP partnerships), in-house development and construction revenue, and full-service senior housing operations. Lloyd Jones Capital, launched in 2014 and merged with Finlay Management in 2018, provides a crowdfunding platform enabling accredited individual investors to access institutional-quality real estate deals. The Sage Hill sub-brand, launched in 2022, targets the middle-income senior living market underserved by traditional operators. Investment partners cited include Amzak, Heihu Funds, and STRE Holding, and the firm has also co-invested with strategic partners such as SP Venture Partners (AVIVA Baldwin Park) and ST Real Estate Holding (Miami apartments, Trinity Courtyard).
The company's technology footprint is limited to operational and resident-facing hardware at senior living communities (keyless door locks, resident safety pendants, property camera systems); no proprietary AI, data, or software platform is disclosed. Lloyd Jones maintains active content marketing, a newsletter authored by CEO Chris Finlay, and earned media presence in The Real Deal, GlobeSt, Yahoo Finance, Bisnow, and Senior Housing News, reflecting a relationship-driven, B2B distribution model targeting institutional and accredited investors globally while expanding operating exposure in U.S. Southeast, South, Southwest, Midwest, and Northeast markets.
Lloyd Jones firmographics
Firmographics- Name
- Lloyd Jones
- Legal name
- Lloyd Jones LLC
- Website
- https://lloydjonesllc.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Lloyd Jones is a privately held, vertically integrated real estate investment firm founded in 1980, specializing in multifamily and senior housing for institutional investors, family offices, and middle-income seniors across the U.S.
- Ownership category
- akta.pro rank
Lloyd Jones industry classification
Industry- Product category
- Real Estate Investment & Management
- NAICS
- Continuing Care Retirement Communities (623311), Assisted Living Facilities for the Elderly (623312), Continuing Care Retirement Communities and Assisted Living Facilities for the Elderly (6233), Portfolio Management and Investment Advice (523940)
- SIC
- Operators Of Apartment Buildings (6513), Real Estate Agents & Managers (For Others) (6531), Operative Builders (1531)
- akta.pro primary industry
- Independent Living Real Estate Owners/Operators (REITs & Management Companies) (HLADAAAG)
- akta.pro secondary industries
- Independent Living with Supportive Services (Light ADL/IADL Support) (HLADAAAE), Luxury/Resort-Style Independent Living Communities (HLADAAAC), Senior & Assisted Living Residential Property Management (BPAJAFAE)
Keywords
Where Lloyd Jones is headquartered
LocationHeadquarters
- HQ city
- Miami
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Lloyd Jones business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Supply Chain, Infrastructure, Marketing or Sales, Technology or R&D
Revenue model
- Real Estate Investment Management: Lloyd Jones generates revenue through investment in multifamily and senior housing assets on behalf of institutional investors, family offices, and private investors. The firm acquires, improves, and manages real estate properties, earning management fees and profit participation.
- Development and Construction: Vertical integration through development and construction divisions allows the firm to build and renovate properties, generating revenue from development fees and construction services.
- Senior Housing Operations (AVIVA Senior Living): Full-service senior housing management operations through AVIVA Senior Living subsidiary, managing communities that provide independent living, assisted living, and memory care services to residents.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Institutional Investment Partnership |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Lloyd Jones product offering
Product offeringCore offering
Lloyd Jones is a private equity real estate firm that invests in, develops, constructs, and operates multifamily and senior housing properties through its vertically integrated divisions. The firm partners with institutional investors, family offices, and accredited investors to acquire and manage real estate assets, while operating senior living communities (AVIVA Senior Living, Sage Hill) that provide independent living, assisted living, and memory care to middle-income seniors.
Product overview
Lloyd Jones is a vertically integrated private-equity firm focused on senior living and multifamily real estate, operating since 1980 under the leadership of Christopher Finlay. The company operates through four core divisions: Investment (acquiring multifamily and senior housing assets), Development (ground-up construction), Construction (build services), and Senior Housing Management (via AVIVA Senior Living brand). AVIVA Senior Living manages independent living, assisted living, and memory care communities with resort-style amenities, while the Sage Hill sub-brand serves the middle-income senior living market. Lloyd Jones Capital provides a crowdfunding investment platform enabling accredited investors to participate in institutional-quality real estate deals. The company also operates Lloyd Jones Living, a philanthropic volunteer program. Investment partners include institutions, family offices, and the company's own principals, with properties across Florida, Texas, and the Southeast.
Differentiator
Problem solved
Functional benefit
Brands
- AVIVA Senior Living: Full-service senior housing management brand offering independent living, assisted living, and memory care communities with resort-style amenities and social activities.
- Sage Hill
Products and services
- AVIVA Senior Living Full-service senior housing management brand providing independent living, assisted living, and memory care services across communities with resort-style amenities, social activities, and a signature technology package including keyless door locks, resident safety pendants, and property camera systems. Serves middle-income seniors and their families.
- Sage Hill Senior Living Middle-income senior living sub-brand of Lloyd Jones offering independent living, assisted living, and memory care communities distinctively positioned as comfortably elegant with a focus on family and social relationships. Serves middle-income seniors.
- Lloyd Jones Investment Real estate investment division of Lloyd Jones focused on acquiring multifamily and senior housing assets in U.S. growth markets. Identifies, underwrites, and executes investment opportunities on behalf of institutional partners, private investors, and the firm's own principals.
- Lloyd Jones Development Real estate development division of Lloyd Jones for ground-up construction of multifamily and senior housing communities in strategic U.S. growth markets such as Florida and Texas.
- Lloyd Jones Construction Construction division of Lloyd Jones providing development and construction services for the company's multifamily and senior housing portfolio, ensuring vertical integration across the investment lifecycle.
- Lloyd Jones Capital Private real estate investment and asset management firm specializing in multifamily real estate, providing accredited investors with access to institutional-quality investment opportunities through a crowdfunding platform with smaller investment units.
Companies that use Lloyd Jones
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles2 records
Lloyd Jones technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Lloyd Jones partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- EntrywaycoreEntryway is a national 501(c)(3) nonprofit that transitions individuals and families at risk of or experiencing homelessness to economic self-sufficiency by providing career training, full-time employment, and housing opportunities in partnership with the real estate industry. Lloyd Jones provided $100,000 donation to open Central Texas market as 12th market for Entryway. Lloyd Jones was named 2023 Philanthropy Partner of the Year by Entryway Central Florida.
- Aviva Senior LivingcoreAviva Senior Living is the senior living platform of Lloyd Jones, managing 13 communities across eight states serving middle-income residents. The operator focuses on middle-market senior living and has hired key talent including Matt Rigdon as SVP of talent to address staffing challenges.
Scale indicators3 records
Recent moves7 records
Expansion highlights6 records
Lloyd Jones competitors and assessment
Company assessmentBroad incumbents
- Welltower: Largest U.S. healthcare REIT with significant senior housing operating portfolio (Atria and Sunrise partnerships). Comparable to Lloyd Jones as a capital provider into senior housing but operates at much greater scale and as a public REIT.
- Ventas: Diversified healthcare REIT with senior housing exposure through managed and RIDEA structures. Comparable institutional capital partner in senior housing real estate, though broader portfolio includes medical office and life sciences.
- Sabra Health Care REIT: Healthcare REIT with senior housing and skilled nursing portfolio. Comparable institutional capital allocator in senior housing real estate, though structured as a public REIT rather than private operator.
Direct peers
- Atria Senior Living: Large privately held senior living operator offering independent living, assisted living, and memory care across more than 25 states. Direct competitor to AVIVA Senior Living in the senior housing operations space, with similar multi-state community model.
- Brookdale Senior Living: Largest U.S. senior living operator with 650+ communities offering independent living, assisted living, and memory care. Publicly traded direct peer in the same operational segments as AVIVA Senior Living.
- Bridge Investment Group: Vertically integrated real estate investment manager with senior housing and multifamily strategies. Comparable to Lloyd Jones as a PE-style real estate firm operating across multiple property types with sponsored fund vehicles.
- Capital Senior Living: Senior living operator focused on independent living, assisted living, and memory care communities. Direct competitor in the same service lines as AVIVA and Sage Hill, with similar middle-market positioning.
- Senior Lifestyle: Privately held senior living operator with communities across the U.S. offering independent living, assisted living, and memory care. Comparable to AVIVA in scope of services and family-owned operating model.
- Discovery Senior Living: Privately held senior living management company operating independent living, assisted living, and memory care communities across multiple states. Direct peer to AVIVA Senior Living in operations and geographic expansion approach.
- Pretium Partners: Vertically integrated real estate investment firm focused on residential housing including multifamily and senior housing. Comparable to Lloyd Jones in private equity real estate model with vertically integrated capabilities and LP-driven capital structure.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Lloyd Jones social profiles
Digital presenceLloyd Jones financial estimates
Financial estimateRevenue estimate
Valuation estimate
Lloyd Jones leadership team
Management profileNumber of profiles
Profiles7 records
Lloyd Jones subsidiaries and ownership
Company hierarchySubsidiaries4 records
Lloyd Jones funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Lloyd Jones M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Lloyd Jones
What does Lloyd Jones do?
Lloyd Jones is a private equity real estate firm that invests in, develops, constructs, and operates multifamily and senior housing properties through its vertically integrated divisions. The firm partners with institutional investors, family offices, and accredited investors to acquire and manage real estate assets, while operating senior living communities (AVIVA Senior Living, Sage Hill) that provide independent living, assisted living, and memory care to middle-income seniors.
Is Lloyd Jones a public or private company?
Lloyd Jones is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Lloyd Jones founded?
Lloyd Jones was founded in 1980. It employs 101 to 250 people.
Where is Lloyd Jones based?
Lloyd Jones is headquartered in Miami, United States, in the North America region.
How does Lloyd Jones make money?
Three revenue lines are on record. Real Estate Investment Management is the primary driver. The others are development and Construction and senior Housing Operations (AVIVA Senior Living).
Who are Lloyd Jones's main competitors?
Broad incumbents on record are Welltower, Ventas and Sabra Health Care REIT. Direct peers are Atria Senior Living, Brookdale Senior Living, Bridge Investment Group, Capital Senior Living, Senior Lifestyle, Discovery Senior Living and Pretium Partners.
Does Lloyd Jones have an API?
No public API is recorded for Lloyd Jones.
What industry is Lloyd Jones in?
Lloyd Jones's product category is Real Estate Investment & Management. Its primary akta.pro industry code is HLADAAAG, Independent Living Real Estate Owners/Operators (REITs & Management Companies), with a secondary code of HLADAAAE, Independent Living with Supportive Services (Light ADL/IADL Support). Its NAICS code is 623311 and its SIC code is 6513.