South Carolina Portfolio Trades
Newmark has hit a rich vein of activity, announcing several closings in the last few days. First, the team sold three communities across the Greenville, South Carolina, area on behalf of Atlas Senior Living. The communities were built between 2014 and 2016 and totaled 306 units, including 108 independent living, 144 assisted living and 54 memory care units. Average occupancy was strong, above 95%, and the portfolio sold for more than $100 million, or above $327,000 per unit. Atlas Senior Living will continue its good work and manage the portfolio going forward. According to LevinPro LTC, Atlas Senior Living acquired these communities in 2019 for $48.4 million, or $244,400 per unit, from... Read More »
Blueprint Closes in Kentucky and Colorado
Blueprint has been adding to our record-breaking October M&A haul, announcing a couple of closings in the last week. First, Kyle Hallion handled another sale in his home state of Kentucky, this time on behalf of a local family owner/operator with deep ties to this asset’s local market. The senior care facility features 64 skilled nursing beds and 29 assisted living units in Lebanon, Kentucky, and it was the family’s final facility in the state. The Villages of Lebanon, located approximately 1.5 hours south of Louisville, benefited from favorable Medicaid reimbursement tailwinds. The facility realized strong per-diem rate increases following Kentucky’s July 1, 2024, rebasing, further... Read More »
Southern California Communities Get New Owner
Berkadia handled the sale and financing of two seniors housing communities in Southern California. The transaction included an 84-unit assisted living and memory care community in the San Diego suburbs and a 72-unit memory care community in the Los Angeles suburbs. These were older vintage properties with some Medicaid census but were very strong performers in the market, with an average occupancy rate of 90.5% on average. Managing Directors Mike Garbers, Cody Tremper, Ross Sanders and Dave Fasano of Berkadia Seniors Housing & Healthcare closed the sale on behalf of a Southern California-based private owner. Managing Directors Ed Williams and Steve Muth of Berkadia Seniors Housing... Read More »
Separate Sponsors Secure Funding
MONTICELLOAM, LLC announced two separate financings in California and New York. First was a $19.75 million senior bridge financing for the acquisition of an assisted living and memory care community with 141 units in central California, near the Bay Area. The financing carries a 24-month initial term and was completed on behalf of a new client, an established real estate operator. The transaction was originated by MONTICELLOAM Senior Managing Director, Originations, Karina Davydov. In another transaction, MONTICELLOAM financed a $44 million senior bridge loan for a 197-bed assisted living community in the suburbs of New York City. The floating-rate loan, structured with an initial 12-month... Read More »
Seniors Housing and Care M&A Activity Remains Strong Through Q3:25, Suggesting Another Potential Record Year
The number of publicly announced seniors housing and care acquisitions in the third quarter of 2025 totaled 205 deals, based on new acquisition data from LevinPro LTC. This represents a 13% increase from the 182 transactions disclosed in the second quarter of 2025 as well as from the 182 deals in Q3:24. Additionally, the $3.47 billion spent on Q3:25 transactions fell by 36% from the $5.42 billion spent on Q2:25 transactions, and rose by 14% from the $3.05 billion spent in the year-ago third quarter, based on disclosed prices. Publicly announced acquisitions were fairly evenly distributed across the quarter, with July and August each recording 66 transactions and September contributing 72.... Read More »Schedule a demo
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