• Value-Add AL/MC Community Trades

    An institutional owner decided to divest a non-core asset, and engaged Jason Punzel, Vince Viverito, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage to run the sale process. The asset is located in Hillsboro, Oregon (Portland MSA), and features 36 assisted living and memory care units, with 62 licensed beds. It was built in... Read More »
  • Brookdale Divests California Community to Public REIT

    Blueprint was engaged by an institutional, national owner/operator in the strategic disposition of a large rental CCRC in Bakersfield, California. The 20-acre campus was developed in 1999 and provides the whole continuum of care, including independent living, assisted living, memory care and skilled nursing across three large buildings and... Read More »
  • Two Midwest Assets Trade

    A couple of seniors housing communities traded in the Midwest, selling to a couple of growing owner/operators. First, in the Indianapolis area, The Kiser Group’s Mark Myers and SVN | Senior Living Advisors’ John Klement led the sale of a 157-unit seniors housing community featuring a mix of independent living, assisted living and memory care... Read More »
  • Assisted Living Portfolio Closes in Wisconsin

    Bob Richards of Senior Care Realty recently completed the sale of a five-property assisted living portfolio in Wisconsin, closing the deal in multiple tranches. Richards had worked with the seller, AC Capital, for 15 years, helping them grow their portfolio over the years. AC Capital also has self-managed the communities for the last decade. Now,... Read More »
  • 60 Seconds with Swett: Here We Go Again

    AARP just published a report on assisted living, and all I can say is, here we go again. It concludes that “the state of assisted living today is cause for concern for many stakeholders. The lack of national federal standards for care centers creates an underregulated space.” It continues on, stating that the “absence of national oversight,... Read More »
Ohio SNF Portfolio Sells to Joint Venture

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 »
Benchmark Senior Living and National Development Expand Partnership

Benchmark Senior Living and National Development Expand Partnership

A national developer/investor engaged Blueprint to sell a high performing, Class-A community owned in their legacy debt fund vehicle. The asset sits in White River Junction, Vermont, and was developed in 2019 by local citizens Brooke Ciradelli and Byron Hathorn. They partnered with LCS to operate the building, The Village at White River Junction, which offers 80 assisted living and memory care units.  In the community’s earlier days of operation, Columbia Pacific Advisors had provided a $29 million refinancing loan to the project to address cash-flow and lease-up problems. The developers failed to pay their debt, resulting in foreclosure and a transition of... Read More »
2025 Seniors Housing and Care M&A Activity Smashes Multiple Records

2025 Seniors Housing and Care M&A Activity Smashes Multiple Records

Seniors housing and care M&A activity in 2025 smashed the previous annual record of publicly disclosed transaction volume set in 2024, based on new acquisition data from LevinPro LTC. There were 871 publicly disclosed transactions in 2025, surpassing the previous record of 721 deals set in 2024 by 20.8%.   The number of publicly announced seniors housing and care acquisitions in the fourth quarter of 2025 rose to 285 deals, a new quarterly record. This total represents a 34.4% increase from the previous quarterly record of 212 deals set in Q3:25. It is also a 47.7% increase from Q4:24’s total of 193 transactions.   In addition, the $15.19... Read More »
National Bank Provides Acquisition Term Financing

National Bank Provides Acquisition Term Financing

BMO’s Healthcare Real Estate Finance group acted as sole lender on an acquisition term financing for Belmont Village Aliso Viejo, a trophy 156-unit assisted living/memory care community in Aliso Viejo, California. The community is owned by Harrison Street Asset Management and Belmont Village Senior Living. Belmont Senior Living operates the community, and developed it. It originally opened its doors in 2019. Aron Will and John Sweeny of CBRE handled the sale. Will and Matthew Kuronen arranged the four-year, floating-rate acquisition loan with a full term of interest only. Read More »

PE Group Enters Oklahoma after Medicaid Rate Bump

A skilled nursing facility in Oklahoma that recently benefited from the state’s Medicaid rate bump sold to a national private equity firm looking to enter the state. Built in 1967, Maplewood Care Center features 180 beds on over three acres in Tulsa. It is located close to several large hospitals and healthcare campuses, but occupancy was sitting at 60%. However, after the state increased Medicaid funding, effective July 1, 2024, the facility saw its rate go from $233.03 to $250.78 per resident day. That increase plus sustained occupancy growth significantly strengthened the facility’s financial performance in the last 18 months. Looking at the financials for the facility in the first... Read More »

Community Purchased through HUD Assumption

Chad Mundy of the Knapp-Stahler Group of Marcus & Millichap sold an 82-unit assisted living/memory care community in Lewiston, Idaho. Built in phases in the early 2000s, the community featured five separate buildings, one of which was vacant after sustaining damage from a flood. As a result, occupancy was lower, based on the 89 licensed beds, and there was a roughly 50% Medicaid census. The asset was struggling financially, and the previous owner had not made debt payments for months. It was purchased via a HUD assumption by an experienced operator who had already taken over management and begun an operational turnaround.  Read More »