• Grand Legacy Village - entrance rendering

    grand legacy village

  • Grand Legacy Village - lighthouse

    IMAGINE

    SENIOR LIVING ON THE WATER

    FORT MYERS, FLORIDA

  • Grand Legacy - real estate property

    Grand Legacy Village

    A REAL ESTATE DEVELOPMENT OPPORTUNITY

    PLANNED AND PERMITTED SENIOR LIVING

    ON AN HISTORICAL MARINA

  • Grand Legacy - slide 3

    A GRAND LEGACY

    20.54 ACRES OF WATERFRONT PROPERTY

    INCLUDING A 4 ACRE PRIVATE PARK PRESERVE

    AND 80 MARINA BOAT SLIPS

  • Grand Legacy waterfront

    Enjoy your View!

    CONTINUE ENRICHED LIVING

    Read more
Grand Legacy - entrance rendering
Grand Legacy - waterfront view rendering
Grand Legacy - lighthouse rendering

Grand Legacy Village

Fort Myers, Florida

Senior Living in a Waterfront Setting

Imagine enjoying a glass of wine in the evening, or a cup of coffee in the morning from your window overlooking a private and secluded village-like setting among mature trees, the riverfront lagoon and the preserve. Now you can!

Grand Legacy Village offers this and much more with its continuum of care campus commencing with Active Adult Living and a continuum of care down to Skilled Nursing. Located on the Orange River with boat access to both the Gulf and the Atlantic, residents here can enjoy a high-end lifestyle that offers waterfront and/or preserve views from every residence, retail shopping and dining in the riverfront village, and Lee County acclaimed historical landmarks, all in a golf cart and pet friendly community.

Project Overview

• This property is zoned as CPUD with approved Development Order as a Continuing Care Facility with multiple phased development. Phase I is planned as 175 Independent, Assisted and Memory Care units, and future phases of Assisted, Memory and Nursing care.
• Development Order approved for a Senior Living Community on 14 acres zoned for up to 490 units on the Orange Riverfront with a four-acre private preserve.
• The Village amenities will include an activity center, ice cream parlor, beauty parlor, library, fitness center, “resort-style” pool, manicured landscape surrounding walking trails, historical landmarks and access to the lighthouse, all of which are golf cart accessible.
• Continuum of care campus setting with on-site clinic, Independent Living, Assisted Living, Memory Care, potential for Skilled Nursing, all within close proximity to Lee Memorial’s 80,000 square foot outpatient medical center and Lee Memorial Hospital System’s 360 bed Gulf Coast Hospital.
• Project is fully entitled making it shovel ready and includes development order, traffic studies, architecturals, market demand study, dredging, electrical, and parking.
• The Project is located in Lee County, Florida, the fourth most densely populated senior community in the state as predicted by the 2015 University of Florida’s Bureau of Economic and Business Research study that forecasts that over 43% of the total population will be 55 years and older starting in 2018.
• Central location right off Interstate 75 and Highway 80 in Fort Myers, Florida near Southwest Florida International Airport, Miromar Outlets, Gulf Coast Town Center and Coconut Point shopping, sports complexes such as Germain Arena and Red Sox’s Fenway South, State Parks, Koreshan Park, performing arts centers and museums.
• Adjacent to a contiguous four-acre parcel that is zoned for 80 marina slips, and 17,000 square feet of retail, shopping, dining and office space (available for separate purchase).

Project Vision

Service to Community
The project’s goal is to service a community need in the elderly population on both a physical and an emotional health front.

The scenic and peaceful setting is quite therapeutic for aging residents who are beginning to experience physical ailments associated with aging.
Continuing Life Enrichment
The evolution of the Assisted Living/Alzheimer’s Dementia Facility allows for residents to transition from their family home to a new comfortable environment, especially in a market were senior needs are growing at an increasing rate.
Furnish Compassionate Care
The project’s vision is to provide innovative, practical, and therapeutic residential care services for senior adults. These services should help preserve seniors’ dignity, promote their independence, and improve their quality of life.

The first responsibility is to enhance resident satisfaction by providing quality of care services that furnish compassionate care by skilled saff to every resident.
1

Satisfaction

Resident satisfaction is a top priority

2

Respect

Treat employees with respect and fairness

3

Community

Be the finest assisted living service

4

Mission

"Grand Legacy" of Senior Living


Grand Legacy - 490-bed unit rendering

The current Owner hopes that this vision and mission will be passed along as a “grand legacy” to the organization that will follow through and develop this beautiful facility, Grand Legacy Village. The project’s current owner has also adopted the principles as stated by the American Geriatrics Society which contain the following standards for caring for the elderly.

  • Patient-centered care that respects patient and family preferences and balances the burden of therapies with potential benefits
  • Comprehensive care that addresses mental health and social issues as well as medical conditions
  • Interdisciplinary team care with shared responsibility for patient care processes and outcomes
  • Commitment to quality and its continuous improvement
  • Prevention (primary, secondary and tertiary) and rehabilitation as strategies to preserve, maintain and restore function and prevent disability and dependency
  • Cultural competency and respect
  • Research on the basic science of aging and age-related diseases and geriatric conditions, clinical research, clinical and population-based research, social and behavioral research, and health services research, including quality-of-care research

In summary, Grand Legacy Village is approved and zoned as a continuing care facility situated on a scenic 20.54 acre campus, with 4 acres of preserve for residents, 17,000 square feet retail space for offices, restaurants, and shops, and as its priority... a spectrum of services that will enhance the enjoyment and lifestyle of each resident.
Flexible zoning entitlements are also in place for a development alternative which allows a 300 room hotel/motel with accessory uses that include 7,000 square feet for a restaurant and a 10,000 square foot convention center.

Entitlements to the project including ownership of the parcels and zoning can be provided, as well as all third party reports.

Proposal

Grand Legacy Development Site

Grand Legacy Village is a proposed up to 490-bed Independent, Assisted, and Alzheimer’s Living, as well as Skilled Nursing Continuing Care Campus located on the Orange River with views of the Caloosahatchee River in Fort Myers, Florida, the retirement capital of the world.
Property Size- 14 acres of land in pristine environs situated on the Orange River with a contiguous waterfront parcel containing a four acre private preserve, historical sights, and a lighthouse.
Property Owner- Steamboat, LLC
Beds/Units- Planned up to 490-bed dwelling units a wellness clinic and a supportive care campus that is zoned as CPUD for Independent and Assisted Living, Memory Care, and Skilled Nursing as a Continuing Care Facility
Development Year- 2018
We invite you to contact our office for more information.
Christian Companies
phone: 239-434-9410
email: cfhenning@gmail.com

Market Demand

The extraordinary demand in this location for Senior Housing far exceeds the supply. There is limited competition within several miles of this project’s location, and no other senior facilities can offer the enclave habitat of Grand Legacy Village.
Only Grand Legacy Village along the Orange River can offer a serene and secluded village-like setting with a continuum of care campus and programs for senior residents as they age in place with a water view and boat slip marina, a private park preserve, and an enchanting lighthouse.
Grand Legacy Village provides the opportunity for your company to enter this regional senior housing market to offer world class village amenities and services for seniors of all ages and acuity levels.
Zoning and development orders are all in place - expediting the review process for any additional permit filings.
The price of $11,000,000 includes all entitlements such as land, zoning, engineering, architectural, and any related third party studies.

Grand Legacy Village Amenities

Recreation

Golf cart accessible Landscapes

Fitness, Arts & Crafts Center

Convienient Activity Rooms

Ice cream and Beauty Parlors, resort style Pools

Golf Cart Access to Grand Legacy Lighthouse

Activity center, Library and Fitness Center

Four acre park with a Gazebo and Performance Theater

Historical Landmarks and Walking Trails

Services

24-hour Care with Adult Day Services

Physical Therapy and Exercise Classes

Independent, Assisted, and Memory Care Living

Respite and Supportive Care

A Care Program based upon Speciality Trained Clinic Staff

Individual Service Care Plan, as requested

Outings - Shopping & Lunch Bunch

Nutritious Meals

Programs of Planned Activities

Daily Devotions

Enhanced Services

Risk Reduction / Prevention Care

Clinical Team Development of a detailed Social, Emotional, and Physical Injury History

Early Identification and Intervention of Dysfunctional Behavior

Education of Family and Caregivers

24-hour Call Status for Care Practitioners and Supervision of Medications

Supervision and Assistance with Personal Care

Hands-on Assistance with Dressing, Bathing and Mobility

Grand Legacy Village

Architectural Renderings

Grand Legacy building rendering -view1
Grand Legacy building rendering -view3
Grand Legacy building rendering -view2

Grand Legacy Village

Site-plan

Architectural Sketch of Grand Legacy plot
Architectural Sketch of Grand Legacy plot layout rendering

Grand Legacy Village

Floor Plans

Grand Legacy - building floor plan
Architectural Sketch of Grand Legacy plot -black and white
Grand Legacy - unit b1 floor plan
Grand Legacy - unit d2 floor plan
Grand Legacy - unit b2 floor plan

Location, Location, Waterfront!

The property offers a buyer an opportunity to create a market presence in Lee County by acquiring this quality asset and entitlements, such as zoning, engineering, and the property which is located on a preserve. This property location serves a regional presence in Southwest Florida and is easily accessible via US 41, but is located at the intersection of Highway 80 (Palm Beach Boulevard) and Interstate 75. The site location is on one of the few highways in the State of Florida that transports locals from coast-to-coast. It is close to major dining, shopping, hospitals, beaches, historical landmarks, sports complexes, and other such amenities that draw millions of tourists to warm and sunny Florida each year.

Manatee Park is just a short pace from the Grand Legacy site location.

Location of proposed Grand Legacy Village

The site is located on the Orange River with views of the Caloosahatchee River and boat access to both the Gulf of Mexico on the west coast, as well as the Atlantic on the east coast. It is also located just off Interstate 75 and is close to other major highways such as US 41. The site is easily accessible yet secluded on a 14-acre campus that is lush with a preserve, natural landscape, and historical lighthouse which provide a very tranquil environment.

Location Highlights

Grand Legacy Village is conveniently located near all major Hospital Systems. More specifically, it is within the immediate vicinity of Lee Memorial Health Systems, and is approximately 2 miles from an 80,000 square foot medical office building owned by Lee Memorial.

The site is also near Fort Myers Beach, Miromar Outlets, Gulf Coast Town Center, and Coconut Point Shopping, not to mention a wide range of restaurants from world-class dining to casual experiences.

Grand Legacy- waterfront view

Tranquil Surroundings

The site is located on the Orange River with views of the Caloosahatchee River and boat access to both the Gulf of Mexico on the West Coast, as well as the Atlantic on the East Coast. It is also located just off of Interstate-75 and is close to other major highways such as US-41. As far as accessibility is concerned, the site is easily accessible yet secluded on a 20.54 acre campus that is lush with a preserve, natural landscape, historical lighthouse, and the marina, which provides a very tranquil environment.

Grand Legacy Marina

Grand Legacy Marina Property

The waterfront marina included in this development proposal has been recognized for its historic significance, and has been officially listed by the National Park Service, Department of the Interior, Washington, D.C.

A vision of Grand Legacy Village Lighthouse

The legacy of this historic marina will be preserved with the new development of a Grand Legacy permitted 80 boat slip Marina.

National Register of Historic Places

Grand Legacy Village

indigenous park preserve

Grand Legacy Village offers unmatched amenities that no other competitors in the region offer, such as a private preserve/park, river views, and the serenity of a large campus surrounded by luscious landscaping. More importantly, developing such a unique lifestyle campus for aging seniors is not only pleasant, it will be necessary to meet the current unmet demand for senior housing that is expected to boom over the next two-to-three decades.
  • new growth covering

  • Moss Hanging from
    200 year old Trees

  • Antique Artifacts

Living a senior lifestyle

map of Lee County
Prime Central Location
Sports complexes such as Germain Arena and Fenway South, home of the Red Sox, are close by.
Moreover, Southwest Florida International Airport is only 10 miles away, and the region boasts numerous State Parks, golf courses, hotels, historical sites and attractions such as Edison Ford Winter Estates, Koreshan Park, Naples Zoo, performing arts centers and museums.
Manatee Park
Barabra B. Mann Performing Arts
Germain Arena
Fenway Park
Fort Myers Beach
Gulf Coast Memorial Hospital
Miromar Outlet Mall

Due Diligence

The project is fully entitled, fully zoned, and includes the development order, traffic studies, architecturals, market demand study, dredging, electrical, and parking.
Project Due Diligence
  • Owner’s Title Policy evidencing ownership of Grand Legacy Village including Grand Legacy Village Senior Living approvals, one half mile 10’ wide boardwalk, and four-acre private preserve on the waterfront.
  • Dimensioned architectural concept plans including floor plans.
  • Zoning ordinance conferring all entitlements and the already in place Development Order.
  • Engineering Plans:
    • ALTA property survey with copies of all recorded instruments shown
    • Environmental study
    • Environmental survey
    • Endangered Species report
    • Tree Survey
    • Soils Survey with Structural Recommendations
    • Current information on FEMA Survey

  • Limited Development Order LOD 2007 – 00353
  • Development Order of Eastern portion of property (DOS 2008 – 00110)
  • Any Agreements with Florida DOT regarding site
  • Traffic Study
  • Any Utility Agreements with Lee County or any other governmental agency
  • Utility Studies
  • Reports from governmental agencies since enactment of zoning or 2007-2008 Development Orders that would amend, alter, or otherwise impact prior approval
Project Highlights
  • Property is zoned as CPUD with approved Development Order as a Continuing Care Facility with multiple phased development with Phase I planned as 150 Independent, Assisted, and Memory Care units, and subsequent phases for expanded Assisted, Memory, and Nursing care.
  • Development Order approved for a Senior Living Community on 20.54 acres zoned for up to 490 units on the Orange Riverfront with a 4 acre private preserve, marina boat slips for up to 80 approved boats, and an approved 17,000 square feet of retail space.
  • The Village amenities will include an activity center, ice cream and beauty parlors, library, fitness center, resort style pool, manicured landscape surrounding walking trails, historical landmarks, and access to the lighthouse, all of which are golf cart accessible.
  • Continuum of care campus setting with on-site clinic, Independent Living, Assisted Living, Memory Care, potential for Skilled Nursing, and near an Lee Memorial’s 80,000 square foot outpatient medical office center as well as Lee Memorial Hospital systems 360 bed Gulf Coast Hospital.
  • Project is fully entitled, making it shovel ready and includes development order, traffic studies, architecturals, market demand study, dredging, electrical, and parking.

Seniors Population Studies

"There is a need for additional Senior Housing and care programs for seniors as they age in place. Today the senior population makes up more than 1/3 of the total population in Lee County, Florida. In 2030, the number of seniors between ages 65 and 79 comprises almost 47% of the County’s total population, putting Lee County in the fourth position for the most densely populated Senior population in all of Florida behind Pinellas, Miami-Dade, and Broward."
SUPPORT STUDIES

Counties within the State of Florida budget annual expenses based on past, current, and forecasted needs. In order to establish accurate budgets, most counties within the State of Florida utilize data that is prepared by credible state funded agencies, such as the University of Florida’s Bureau of Economic and Business Research. The Economic Development Council for the County of Lee where this property is located utilizes UF’s annual studies as prepared by BEBR to evaluate the needs of its community. In a study published in late 2014, Lee County EDC extracted analytical data from this very study and published the following statistics:

Lee County Population Projections

These figures overwhelmingly support the need for additional Senior Housing and care programs for seniors as they age in place. Not only will the senior population make up more than 1/3 of the total population in Lee County by next year, but by 2030, the number of seniors between ages 65 and 79 will make up almost 47% of the County’s total population, putting Lee County in the fourth position for the most densely populated Senior population in all of Florida behind Pinellas, Miami-Dade, and Broward.

We will also provide demographic data published by Agency for Healthcare Administration (AHCA) and Nielsen Senior Life Reports that further confirm the population projections.

This conclusion was published in the Naples Daily News on September 27, 2014, and an excerpt of the article titled “Want a Glimpse into the Nation’s Future? Look to Florida’s ‘Gray Belt’” is evidenced herein:

NAPLES DAILY NEWS ARTICLE FEATURING SENIOR POPULATION ESTIMATES
2030 Florida senior Population

Currently, the project is planned as a continuum of care under a CPUD zoning classification as a Continuing Care Facility. There is a continuing demand for Senior Housing with continuing care services and there is not sufficient Senior Housing planned for future development according to Lee County’s Economic Development Council to meet this explosive influx and growth in the senior population.

It should be noted that this study does not include in-migration to the State of Florida that occurs from other states. In order to better understand the precise needs of the community, it is imperative that this data also be included. The Internal Revenue Service (IRS) has released its 2013 to 2014 migration data. This data provides estimates of residential movement between counties and states based on the number of claimed exemptions on IRS income tax forms.


SENIORS IN FLORIDA

Currently, the project is planned as a continuum of care under a CPUD zoning classification as a Continuing Care Facility. There is a continuing demand for Senior Housing with continuing care services on the market, nor is there enough Senior Housing planned for future development in the pipeline according to Lee County’s Economic Development Council to meet this explosive influx and growth in the senior population.

It should be noted that this study does not include in-migration to the State of Florida that occurs from other states. In order to better understand the precise needs of the community, it is imperative that this data also be included. According to The Tax Foundation at the National Press Building of Washington D.C. online, the following net migration figures have been observed for residents coming into, and leaving the State of Florida as their primary residence from the years 2000 to 2010:

Migration of seniors to Florida

As is observed graphically, most residents who come into the state of Florida come from New York, followed by New Jersey, Ohio, Massachusetts, and Michigan. A total net (meaning the total number of people after accounting for in-and-out migration) of 504,480 people have moved to the State of Florida over the ten year period. Although not all of these permanent residents are seniors, it can be easily concluded that a percentage are, and these individuals most also be accounted for when planning Continuing Care Communities in one of the most densely populated senior counties in the whole State of Florida. Although these supportive studies are the primary focus of this presentation, other elements such as Construction and Owner’s Vision are also important for the future owner/operator/investor to understand.


NET DOMESTIC MIGRATION: GAINERS

Net domestic migration, calculated by subtracting the number of people moving out of state from the number of people moving into a state, was by far the greatest in Texas and Florida. This is not surprising, since these states have routinely been at the top of the domestic migration league tables for virtually all of the new century. The one exception was for a brief period during the housing bubble when the Florida numbers were depressed. During that period, Florida's reached levels only exceeded by California but have since been moderated. That, plus a severe local recession, were associated with the drop in net domestic migration.

net domestic migration to Florida


Christian Companies, LLC
Healthcare Consulting Group

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Christian Companies, LLC, is a Naples based healthcare consulting Firm. CCLLC provides comprehensive strategic, planning, development, and financing operations and clinical services for Hospitals, Medical Practices, Community Behavioral Health Facilities, State/Federal Agencies, Academic Institutions, and Long-term Care facilities including Assisted Living Facilities, Memory Care programs, and NeuroBehavioral Health programs, such as inpatient, outpatient and intensive ones.
CCLLC believes the key to success in healthcare is based on sound financial budgeting/management intertwined with quality clinical value-based delivery. In today's healthcare enviornment, and across the entire continuum of care, value-based care delivery that is focused on costs, quality, and outcomes is the new norm. CCLLC manages to the standard of "quality" comprehensive integrated care that is seamless and provides a continuum of options with the community in which the program is located through affiliations with local colleges, universities, hospitals, and medical practices.
CCLLC has been the trusted adviser/consultant for hundreds of projects across health systems, hospitals, academic medical centers, and medical groups since our founding in 1973. We apply our 4 decades of knowledge and expertise to help clients of all sizes and scopes find achievement in the new model of healthcare. CCLLC has been directly involved operationally administering (direct and/or adjunct) to programs nationwide such as Continental Healthcare Properties of Thomasville, Moulrie - overseeing over 2,200 beds. of featured project
CCLLC is the consuting firm which not only navigates the trends in the industry (such as trends in regulation, technology, and general practices), but also flourishes in a changing enviornment. The CCLLC corporate office is located in Naples, FL, establishing management teams on-site at projects throughout the U.S. Management team members are individually selected for their unique skills and their expertise that most enhances the project/program that CCLLC manages. A strategic plan provides the cornerstone for program development that best addresses local community needs.

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