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SAGE MOUNTAIN
Thousand Oaks, California
130 Bed Assisted Living and Memory Care
Willis’s role was member/sponsor and provided the following:
- Sourced and acquired an 8-acre property in a high-demand area
- Prepared feasibility analysis and Due Diligence
- Financial Underwriting
- Entitlements including Conditional Use Permit and land use approvals
- Developed the building program and design
- Project Architect and Consultant Selection and Management
- Permit Tracking and jurisdiction coordination
- Constructability Review including value engineering
- Solicited multiple bids and leveled General Contractor proposals
- Provided on-site Construction management through Certificate of Occupancy
- FF&E procurement and installation
- Managed State of California Dept of Social Services RCFE Licensing
- Interviewed and Selected a National Senior Housing Operator
- Asset Management of the Community
