McFarlin Group
McFarlin Group is a private investment firm founded in 2008 by Matt Johnson, based in Dallas, Texas. It invests directly in its own deals and has 14 current assets and reports 24 realized investments.
- 14 assets bought Counted
- 1,570 units owned today Counted · 14 assets
Track record
McFarlin Group owns 14 assets.
From the firm's public materials, not yet confirmed by the firm. DealStack has not verified it. Past performance does not guarantee future results.
The firm reports 24 realized investments. The individual exits aren’t on DealStack yet.
Where it has bought
All 14 assets: 14 still owned.
| Property | Place | Units | Bought | Sold | Returned |
|---|---|---|---|---|---|
| Asbury Place Kingsport and Baysmont Kingsport | Kingsport, TN | 137 | Still owned | ||
| Christian Care Allen | Allen, TX | 90 | Still owned | ||
| Christian Care Mesquite | Mesquite, TX | 449 | Still owned | ||
| Elate at Bent Tree | Dallas, TX | 200 | Still owned | ||
| Gardens at Quail Springs | Oklahoma City, OK | 80 | Still owned | ||
| Heritage at Twin Creeks | Allen, TX | 83 | Still owned | ||
| Parkside Assisted Living & Memory Care | Port Charlotte, FL | 94 | Still owned | ||
| Sommerset Neighborhood | Oklahoma City, OK | 105 | Still owned | ||
| Steadman Hill Assisted Living | Kingsport, TN | 52 | Still owned | ||
| The Heritage Memory Care | The Woodlands, TX | 38 | Still owned | ||
| The Heritage of Clear Lake | Houston, TX | 38 | Still owned | ||
| The Heritage of Eldridge Parkway | Houston, TX | 46 | Still owned | ||
| The Heritage of Meyerland | Houston, TX | 38 | Still owned | ||
| The Ivy of McKinney | McKinney, TX | 120 | Still owned |
Team
The people behind the firm.
Matt Johnson
Founder
Matt Johnson founded McFarlin Group in 2008 and Surpass Senior Living, the senior housing operator Johnson also leads as CEO. Johnson has worked in senior living investment since 2001, leading the development, construction and acquisition of more than 60 senior living communities in 14 states, with project budgets from $5 million to $240 million. Johnson sits on McFarlin's investment committee for Longevity GP Fund III, holds a BBA in Finance and Real Estate Finance from Southern Methodist University, is a YPO Dallas member, and was an EY Entrepreneur of the Year Southwest finalist in 2015.
Josh Rosen
Partner
Josh Rosen is a Partner at McFarlin Group and sits on the investment committee for Longevity GP Fund III. Rosen has worked with McFarlin Group and Surpass Senior Living since shortly after the firm's formation in 2008, leading operations of more than 35 senior living communities representing over $500 million in transaction value. Rosen structures debt and equity for acquisitions and ground-up projects, has developed and financed more than $200 million of senior living real estate, and oversees development, construction and renovation. Rosen holds a BBA in Finance from Texas A&M University.
Jordan Lu
Director of Real Estate
Jordan Lu is Director of Real Estate at McFarlin Group, where Lu identifies, evaluates and manages new investment opportunities and supports the management teams at the firm's operating communities. Lu's healthcare experience spans skilled nursing, senior housing and post-acute services, including financial oversight across those settings. Lu holds a BBA from the Ross School of Business at the University of Michigan.
Jove Aguilar
Financial Analyst
Jove Aguilar is a Financial Analyst at McFarlin Group, supporting the investment team on transaction execution, valuation of new investments, pipeline research and operational work with existing portfolio companies. Aguilar's background is in corporate financial planning and analysis (FP&A) and data management. Aguilar holds a Bachelor of Science in Entrepreneurship from Rizal Technological University.
Headquarters
Dallas, Texas
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