VPRL Corporate Capabilities

OUR MISSION To create best-in-class communities for seniors built on a foundation of trust, compassion, and responsibility to better the lives of those who live in them.

OUR SPECIALTIES

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WHO WE ARE UNPARALLELED EXPERTISE & EXPERIENCE With decades of experience in the senior living industry, Vantage Point Retirement Living brings a wealth of knowledge and a proven track record to every community we manage.

Our extensive history enables us to implement best practices and innovative solutions, ensuring high-quality care and exceptional resident satisfaction.

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WHY VANTAGE POINT? CULTURE-FIRST APPROACH Our commitment to a strong cultural ethos sets Vantage Point apart as more than just a place to live. It’s a place where residents and staff form a close-knit community. Here’s how our focus on culture benefits our communities: Resident-Centered Care: Our operational strategies are designed with the utmost respect for resident dignity and independence. We foster an environment where residents feel valued as part of a larger family.

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A DIFFERENT KIND OF COMPANY

Our people are our most valuable resource

More than just ideals, it's our way of life.

Staff Engagement: We believe in nurturing our staff and providing them with the tools and training they need to succeed. A happy and well-supported staff translates to exceptional care and service for our residents.

30 years in the senior living industry.

Inclusive Environment: We strive to create a welcoming atmosphere where all residents feel included and able to participate in community life, regardless of their background or care needs.

Hands-on leadership at every level.

VPRL

BY THE NUMBERS

Proudly serving seniors in the industry for almost 30 years

Collective years of experience amongst our executive team

Employees across our corporate & community teams

Agency utilization in our communities per pay period

Operating communities...and growing

Average review score

Portfolio Mix

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Independent Living | 40% Assisted Living & Personal Care | 30% Memory Care | 30% *as of September 2024

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PROPRIETARY MEMORY CARE Our Compass Memory Care Community and New Directions Program are proprietary, evidence-based approaches to memory care that set us apart from other operators. These programs offer personalized care plans, engaging activities, and therapeutic interventions designed to enhance the quality of life for residents with memory impairments.

Our memory care communities feature: Family style dining and open kitchens to encourage social interaction.

Secure, beautifully landscaped grounds for safe, outdoor activities.

Centrally located activity centers to promote engagement and interaction.

Staffing ratios and team training schedules above and beyond regulatory requirements – so our residents receive the exceptional quality of care we’re known for, and are treated with the highest degree of respect and dignity.

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DINING AS A DESTINATION At Vantage Point Retirement Living, dining is not just a meal; its a destination. We pride ourselves on offering a culinary experience that encourages community connection and celebrates high-quality, local cuisine. Unlike many other senior living communities, we manage our culinary services in-house, ensuring every meal is crafted with care and precision.

Our approach to dining centers on creating moments that residents can share with friends and family, making every meal an opportunity for celebration and socialization. Our dining experience is set apart, thanks to: In-House Culinary Program: We do not outsource any of our dining services. Our dedicated culinary team designs and crafts every dish within our communities, ensuring consistent quality, fresh seasonal menu options, and personalized services.

Local and Fresh Ingredients: We focus on the cuisine local to our communities, using fresh ingredients that support local producers and meet the highest standards of quality.

Adapted to Resident Needs: Menus are developed with an eye toward our residents’ preferences and dietary requirements, ensuring that everyone can enjoy delicious meals that cater to their health needs.

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Regionally Focused in the Mid-Atlantic

Our communities are all located in the mid-Atlantic, and are currently operating two in southeastern Pennsylvania and three in Delaware.

Small. By Design.

We’re not a huge, national company with communities in different time zones. We believe that staying ‘small’ is integral to providing our residents with the best care.

Corporate Involvement

Our corporate team is hands-on and does more than ‘drop in’ once in a while. We’re on-site, interacting with residents and staff, participating in events, and more.

Company Culture

We were founded as a family company, and that culture remains even as the company grows and evolves. Every person who lives, works, or visits a VPRL community is treated with the utmost respect and care - just like family.

The trust that our investors put in us is not a responsibility we take lightly.

Here’s what some of our financial partners have to say about partnering with Vantage Point:

"Vantage Point’s deep understanding of the senior living industry, combined with their transparent communication and innovative approaches, makes them a trusted partner we are proud to collaborate with. We look forward to continued success together."

– Heather N. Boujoulian Managing Director,

Berkshire Residential Investments 7

Revenue Driven, Expense Focused

Like any business, we know that revenue is the clearest measure of success for us, and for our capital partners. We work consistently to find the delicate balance of increasing our revenue...without passing significant cost onto residents, or ever cutting corners on their care.

Customized Approach

We not only acknowledge – but embrace the fact that each community has its own personality, created by its team, residents, location, and many other factors. So why use a cookie-cutter approach to management? Each community’s unique features are encouraged to shine

Strong Investor Relations

We work closely with our investors, holding regular team meetings to keep them abreast of what’s happening in the communities, revenue & sales forecasting, and any challenges that may be visible down the road.

"Vantage Point has consistently demonstrated exceptional expertise in expense control and budget management within our senior living properties. Their disciplined approach to managing costs and maintaining operational efficiency, combined with a strong focus on driving sales and maintaining census levels, has been instrumental in working creatively and diligently to keep our communities financially stable, especially in the face of a historically challenging financial climate."

– Jason Claro

Principal & Cofounder,

ExCap Advisors

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COMPREHENSIVE FINANCIAL REPORTING

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Detailed Financial Reporting

Sales Tracking

Regular, comprehensive reports that provide insight into the financial health and performance of our communities.

Advanced and dedicated systems to monitor occupancy rates, lead conversions, and marketing effectiveness.

We understand the importance of financial transparency and accountability.

Our robust financial and sales reporting functions include:

Budget Management

Forecasting and Analysis

Proactive budget management to ensure efficient use of resources and optimal financial performance.

In-depth forecasting and analysis to inform strategic decision-making and drive continuous improvement across our business.

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RESIDENTS & FAMILIES SAY:

Our commitment to excellence is reflected in the overwhelmingly positive feedback from our residents and their families, and our teams are always looking for new ways to improve their experience.

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“The friendliness and inclusivity of the staff exceeded my expectations.

There are so many activities, it’s hard to pick a favorite!”

“We felt immediately accepted and introduced to staff and our resident ambassador. The amenities go beyond what we have seen in other retirement communities.”

– Sam Vantage Point Resident

– Tom Vantage Point Resident

“My dad moved into independent living and has enjoyed every moment since!

[The community is] clean, beautifully decorated, and safe, If I could move in, I would!”

“She has a very comfortable apartment with fabulous activities and dining options.

She has met new friends and loves the staff. Thank you all for making my mother feel welcomed and safe!”

– JD Family Member of a Resident

– Terri Family Member of a Resident

Dignity & Respect

Every single person who comes through the door of any Vantage Point community, is treated with dignity and respect. Our residents, families, team members, providers, entertainers, and delivery drivers are all equally important and valued within our communities. We are committed to diversity and inclusion at every single level, without discrimination, and promote the celebrations, history, and culture of all.

A Team Effort We strive every single day to bring the best retirement living experience to our residents.

This would be impossible without the culture of collaboration and teamwork fostered in every community.

From morning standup to family care conferences, working together as a team ensures that every resident receives the highest quality of care and the attention they deserve.

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PEOPLE FIRST People are the most important part of what we do. Our community teams are at the front lines day in and day out to keep our residents happy and operations running smoothly. We understand that in order to best support our residents, we first need to support and celebrate our staff.

We offer dedicated human resources support at the corporate level, along with the backing of one of the country’s top PEO organizations.

This allows us to provide management & support for: Payroll & Administration Legal & Compliance Employee Benefits Recruiting & Development Comprehensive Reporting HR Technologies ...plus many more areas.

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OPERATIONAL EXCELLENCE Vantage Point Retirement Living excels in operational efficiency, which is crucial for maintaining the financial health and stability of our communities.

Proven Management Systems

We utilize advance systems to streamline operations, enhance resident satisfaction, and ensure regulatory compliance.

Experienced Leadership

Our leadership team brings extensive senior living management experience, providing strategic direction and operational oversight to maintain high standards

Continuous Improvement

We are committed to ongoing staff training, development programs, and incorporating feedback from residents and their families to improve our services.

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411 Eagleview Boulevard Suite 114 Exton, PA 19341 610.321.1977 | info@vpretirement.com www.vpretirement.com