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 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 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 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 »
