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September 3, 2025

Sale of Heirloom Inn Assisted Living in Utah

ESI delivered a timely exit for a longstanding independent owner operator.

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Evans Senior Investments is pleased to announce the successful sale of Heirloom Inn, a 67-unit assisted living community located in rural Utah. The transaction generated strong interest from buyers due to the limited supply of assisted living communities in the surrounding market.


The community was originally developed by the seller over 20 years ago. At the time of the sale, the property was performing well yet presented meaningful opportunities for expense management and revenue growth. These factors positioned the asset as an attractive acquisition for a regional operator with scale and operational expertise.


Through a competitive three-week marketing process, ESI successfully identified a buyer that not only recognized the community’s upside potential but also aligned with the seller’s long-term strategic objectives. The entire process, from launch of marketing to final closing, was completed in just four months.


“As an independent owner-operator, selling a community was no small decision. The ESI team made the process clear, efficient, and supportive every step of the way, ultimately completing the transaction ahead of schedule.” - Shauna O'Brien, owner of Heirloom Inn.


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