Private Equity Firm Divests Portfolio to Chicago Investor
Trinity Investors, a Texas-based private equity firm, sold a 224-unit portfolio of three seniors housing communities in Alabama that it acquired in tranches between 2022 and 2023 with a regional owner/operator. After the portfolio stabilized and capital was injected into the communities, Trinity recapitalized the venture in March 2025 with Kauhale Health as operator. The goal was to accelerate operational performance. Under Kauhale Health, the communities grew census, resident and staff satisfaction, and cash flow. With the turnaround underway, Trinity engaged Helios Healthcare Advisors to run a targeted sales process to capitalize on the performance trend. There was strong interest... Read More »Underperforming Skilled Nursing Facility Trades in Ohio
A 130-bed skilled nursing facility in Cincinnati, Ohio, sold to a regional owner/operator looking to expand its existing Ohio footprint. At the time of sale, the building was operating at a loss, but the buyer’s operational scale and market familiarity positioned the facility for a smooth transition and long-term repositioning. Blueprint represented the seller, which was seeking a speedy transaction due to the facility’s underperformance. So, Connor Doherty and Ryan Kelly of Blueprint targeted qualified regional operators with the ability to quickly assume operations and stabilize performance. The result was a transaction that moved from LOI execution to closing in just 64... Read More »Not-for-Profit Acquires from Not-for-Profit
A not-for-profit organization recently divested a cash-flowing CCRC in Cortland, Ohio. It was looking to recycle capital and reinvest in its broader mission, and ultimately engaged Blueprint to help with the sale. The community, Ohio Living Lake Vista, comprises 39 skilled nursing beds and close to 100 independent living and assisted living units. Operations were stable and there was consistent resident demand. Connor Doherty and Ryan Kelly represented the seller, Ohio Living, with the marketing process and sourced a mission-aligned not-for-profit buyer in Otterbein SeniorLife. Read More »NewPoint Originates Acquisition Financing
NewPoint Real Estate Capital originated $53 million in bridge financing to facilitate Cougar Capital Management’s acquisition of a large portfolio of independent living communities in upstate New York. The 24-month, non-recourse floating-rate loan provided by a debt fund was originated by NewPoint’s Cal Masterson and Kevin Laidlaw. These five communities total 701 units. They were built between 2000 and 2008 and comprise 15 acres in the Rochester MSA. Cougar Capital Management announced that it paid $51 million for the assets, or $72,800 per unit. Property management will be transferred to Willow Ridge Senior Living, which announced that it co-invested in the portfolio, which includes... Read More »
Ohio SNF Portfolio Sells to Joint Venture
A four-facility skilled nursing portfolio traded hands in eastern Ohio. At the time of sale, the portfolio was cash-flowing, with stable operations and consistent resident demand across the communities. The seller was a long-time owner/operator divesting to execute a planned exit from the business. They prioritized a smooth transaction with certainty of closing and continuity of care. Blueprint was engaged, with Connor Doherty and Ryan Kelly executing a targeted marketing process focused on experienced regional operators with an established operational platform in Ohio. The selected buyer was a joint venture between an East Coast capital group and a proven regional owner/operator.... Read More »Schedule a demo
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