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EQUITY OWNERSHIP

Own your next chapter.

Come explore one of the Bay Area’s only resident-owned and governed nonprofit senior living communities. Through The Forum at Rancho San Antonio’s unique equity ownership model, you can preserve your investment and find peace of mind in knowing your estate is protected. 

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WHAT IS EQUITY OWNERSHIP?

Feel the freedom of ownership.

Unlike rental or entrance fee-based senior living community models, you truly own your home at The Forum, offering senior living with homeownership benefits that allow you to enjoy equity preservation. Through equity ownership, you can preserve—and potentially grow—the value of your investment, helping protect your estate and support your family's legacy planning.

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BENEFITS

Benefit now and later.

Beyond the financial security provided by the equity ownership model, you can see a real difference in how resident owners shape our community's future.  It’s truly a win-win for your future and your family. 

Investment

Put your investment toward a residence and lifestyle designed to hold long-term value. You can support the life you want today while ensuring your future healthcare needs are handled, since independent living residents receive discounted higher levels of care costs here at The Forum. 

Membership control

As an owner-member, you have a voice in the community and its future, creating a more engaged, resident-focused living experience and fostering a unique sense of community among the decision-makers who call this place home.

Share future appreciation

Benefit from the potential future appreciation of your residence, allowing you or your estate to share the long-term value of ownership.

HOW EQUITY OWNERSHIP WORKS

A smart approach to senior living ownership.

Testimonial

“We ended up hearing that the forum had new construction underway and that some new residences were becoming available. My husband was the one who brought in the little postcard and said, "We should look into this." I think, beyond the great timing, we really liked the equity ownership model and loved the surroundings.”

- Nancy Grove