• ESI Adds Capital Markets & Debt Advisory Team

    Evans Senior Investments has expanded its platform to now include a dedicated Capital Markets & Debt Advisory team to source debt solutions for its clients. Complementary to its brokerage/investment sales services and benefitting from Evans’ robust lender network, the new platform will facilitate acquisition financings, refinancings,... Read More »
  • Optimism across the Board in BBG’s Investor Survey Results

    Ben Swett, Managing Editor of The SeniorCare Investor, sat down with R.J. DeBee, Senior Managing Director – Seniors Housing & Healthcare National Practice Leader of BBG Real Estate Services, to discuss the biggest takeaways of BBG’s fifth Annual Investor Survey. Read More »
  • Lument Closes Freddie Mac Refinance

    Lument closed a $26.8 million Freddie Mac refinance for Treeo South Ogden, a 143-unit independent living community in Ogden, Utah, approximately 30 miles north of Salt Lake City. Tyler Armstrong, Chris Cain and Taylor Russ, all managing directors with Lument, led the transaction. Treeo South Ogden was purpose-built in 2015, and has been owned and... Read More »
  • Berkadia Handles Detroit-Area Deal

    Berkadia closed the sale of Oakleigh of Macomb, an 85-unit assisted living/memory care community in Macomb, Michigan (Detroit MSA). Built in 2019, the community has 55 assisted living and 30 memory care units. It was 91% occupied, so given its vintage and performance, we imagine it attracted significant investor interest. Berkadia represented the... Read More »
  • Developer Divests MC Communities to Kalesta Healthcare

    G Capital helped facilitate the sale of two memory care communities in Silicon Valley in an off-market transaction. Calson Management, a developer/operator based in Vacaville, California, had acquired Silver Oaks Memory Care in Menlo Park and Crescent Oaks Memory Care in Sunnyvale several years ago as value-add opportunities. The firm... Read More »
MONTICELLOAM’s 2025 Activity

MONTICELLOAM’s 2025 Activity

MONTICELLOAM reported its 2025 activity, completing 49 senior care and multifamily transactions totaling over $2.2 billion in bridge, mezzanine and working capital financing throughout the year. In one of the notable transactions, one of the largest financings the firm has ever completed, MONTICELLOAM funded $470.5 million in bridge and working capital for 16 skilled nursing facilities in Virginia. The sponsor owns/operates more than 200 SNFs across the country, and used the $455.5 million bridge financing to refinance existing debt on the Virginia assets. In addition, MONTICELLOAM arranged a $15.0 million working capital line of credit for the borrower to manage the daily operational... Read More »
Triple Crown Expands Its Footprint

Triple Crown Expands Its Footprint

Triple Crown Senior Living had a banner year in 2025, growing to 17 communities and entering a fifth state through acquisition. The Louisville, Kentucky-based operator also grew through third-party management agreements and new development, and it will take its three-way growth strategy into 2026. Triple Crown ended 2025 with the acquisition of three seniors housing communities in Pearland, Port Lavaca and Kingwood, Texas, all in the Houston MSA. It intends to grow a regional portfolio in the Lone Star State and is creating a Texas-based operations team. The acquisitions were profiled in LevinPro LTC, including Kingwood and Pearland/Port Lavaca. In addition, Triple... Read More »
Brookdale Posts Preliminary 2025 Results

Brookdale Posts Preliminary 2025 Results

Brookdale Senior Living released its preliminary full-year 2025 results, and it was a mixed bag of good and bad news. The company also introduced its full-year 2026 guidance, signaling continued momentum. Investors ran with the positives, with the stock jumping roughly 11.5% from the January 28th closing price to an intraday January 29th peak of $14.63 per share.  Despite significant lease transitions and asset dispositions, revenue grew to $3.2 billion, $100 million higher than in 2024. Adjusted EBITDA came in at $458 million, a 19% increase from the prior year and slightly above the guidance midpoint of $455 million to $460 million. And full-year 2026 guidance for Adjusted... Read More »
CBRE’s Active 2025 and Q1:26 Projections

CBRE’s Active 2025 and Q1:26 Projections

CBRE’s National Senior Housing team announced its 2025 activity, with $3.1 billion in total transaction volume. Debt originations and equity placements comprised $1.95 billion of that total, and were completed across 25 states. Meanwhile, the investment sales side closed $1.15 billion in deals, selling 27 properties across 14 states. The investment sales team is projecting around $1.79 billion in closings in the first quarter of 2026 alone, which would surpass last year’s full-year total by 55.7%. That is some real momentum. Read More »
CBRE’s Active 2025 and Q1:26 Projections

CBRE’s Active 2025 and Q1:26 Projections

CBRE’s National Senior Housing team announced its 2025 activity, with $3.1 billion in total transaction volume. Debt originations and equity placements comprised $1.95 billion of that total, and were completed across 25 states. Meanwhile, the investment sales side closed $1.15 billion in deals, selling 27 properties across 14 states. The investment sales team is projecting around $1.79 billion in closings in the first quarter of 2026 alone, which would surpass last year’s full-year total by 55.7%. That is some real momentum. Read More »
Underperforming AL/MC Assets Sell in Michigan

Underperforming AL/MC Assets Sell in Michigan

A buyer with operational expertise and capital resources acquired two seniors housing communities that were not stabilized at the time of sale. The new owner intends to stabilize performance, implement targeted management improvements and reposition the assets. Current rates are priced below local competitors, offering upside through rate optimization. Jim Knapp of the Knapp-Stahler Group at Marcus & Millichap handled the deal.  The communities sit approximately 15 miles apart in rural southeast Michigan, together spanning more than 15 developed acres. The larger campus with 60 units comprises multiple buildings totaling over 36,000 square feet, and the second property features 20... Read More »