Property/Asset Management Firm Buys SH Community
JLL Capital Markets arranged the sale of Laguna Estates Senior Living, a 168-unit assisted living/memory care community in Carlsbad, California. JLL’s Senior Housing Capital Markets team, led by Aaron Rosenzweig and Dan Baker, represented the seller in the transaction. Sunny Hills Management Company purchased the asset for an undisclosed amount. Laguna Estates Senior Living features four single-story and three-story buildings. Amenities include an activities room, beauty salon, billiards room, dining room, fitness center, movie room, piano room, putting green and swimming pool with hot tub. Services are also available for transportation, housekeeping and support... Read More »
CareTrust REIT Makes a Portfolio Acquisition in Texas
Three Orchard Park assisted living communities in Texas sold with the help of CBRE National Senior Housing. The portfolio consisted of 270 assisted living and memory care units. Orchard Park at Victory Lakes and Orchard Park at Southfork are located in Houston, while Orchard Park of Kyle is located within the Austin MSA. Occupancy was around 86%. CareTrust REIT paid $39.85 million, or $147,600 per unit, funding the deal with cash on hand. The REIT expects the portfolio to deliver a going-in yield of approximately 7%. The seller was represented by the CBRE National Senior Housing team led by John Sweeny and Aron Will. Sinceri Senior Living took over the... Read More »
American Healthcare REIT’s 2025 Investment Highlights
American Healthcare REIT closed over $950 million of new acquisitions in 2025, with no further acquisitions expected to close before year-end. All of the new acquisitions are concentrated in its operating portfolio, which consists of the Integrated Senior Health Campuses and Senior Housing Operating Properties segments, which have driven AHR’s strong operating momentum and growth in 2025. Entering the new year, these segments remain the company’s main focus for new external growth as it looks to further expand with its operating partners. In 2025, approximately $370 million of acquisitions were completed within its ISHC segment, and approximately $590 million within its SHOP... Read More »
National Health Investors’ New Investments
A publicly traded REIT based in Murfreesboro, Tennessee, acquired two assisted living and memory care communities and closed two loan agreements, investing $89.2 million, including transaction costs, across the four separate deals at an average initial yield of 8.02%. National Health Investors purchased a 107-unit AL/MC community in Jamison, Pennsylvania, that is operated by Priority Life Care. It appears to be The Bridges at Warwick, and Priority will remain in-place, marking a new relationship with NHI. The sales price was $52.1 million, or $486,900 per unit, including transaction costs. The community is leased pursuant to a five-year term with an initial lease rate of 8.00%... Read More »
NFP Acquires Hamilton Insurance Agency
NFP, an Aon company and property and casualty insurance broker and benefits consultant, expanded its risk management and integrated benefits administration capabilities through the acquisition of Alan J. Zuccari, Inc., doing business as Hamilton Insurance Agency, a P&C broker and benefits administration provider in Fairfax, Virginia. During the transition, Alan Zuccari, President, CEO and Founder of Hamilton, will serve as Chairman Emeritus, while Joe Zuccari, Executive Vice President, Life and Health, will join NFP as Senior Vice President. Jason Zuccari will maintain his Managing Director title and spearhead efforts to lead the new vertical at NFP. All three... Read More »Schedule a demo
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