Standalone MC Communities Secure Acquisition Financing
Berkadia recently announced three financings on behalf of three different sponsors. In one of the closings, Steve Muth and Ed Williams arranged $25.8 million in acquisition financing for Peregrine Senior Living at Clifton Park and Peregrine Senior Living at Orchard Park. The bridge financing was provided through Berkadia’s Proprietary Lending Group on behalf of KCB Real Estate Management and Tunbridge Peak. The loans feature a 24-month interest-only term with one 12-month extension option, and Berkadia expects to submit the properties to HUD in the coming weeks, with a targeted HUD takeout in the fourth quarter. Jacob Gehl, Dillon Rudy, Connor Doherty and Ryan Kelly of Blueprint... Read More »
Class-A Seniors Housing Community Receives Agency Financing
BWE closed $77 million in fixed-rate, Fannie Mae financing for a Class-A seniors housing community in a major Midwest MSA. The 10-year loan features a full term of interest-only payments. Ryan Stoll and Taylor Mokris led the financing. The community offers a full continuum of care, including independent living, assisted living and memory care. Positioned as a high-quality, purpose-built asset, the community features intergenerational programming and high-end amenities and finishes. Read More »
Senior Care Portfolio Secures Refinancing
T7 Capital, a boutique seniors housing and healthcare advisory firm founded by industry veterans Ari Adlerstein and Josh Simpson, recently arranged a large bank refinancing for a portfolio of seniors housing and skilled nursing assets in Massachusetts. Working on behalf of a New York-based family office, T7 secured a $57.979 million loan from KeyBank on the 707-bed portfolio. The transaction positions the sponsor to optimize its capital structure while continuing to execute on its operational and strategic initiatives across the portfolio. There was significant lender interest in the deal, with six term sheets at competitive pricing. T7 Capital specializes in structuring capital... Read More »
Regional Bank Provides Financing for MC Community
Jeremy Warren of Montgomery Intermediary Group arranged a refinancing for a client’s 48-unit memory care community in Merrillville, Indiana. Originally built in 2016, the community was stabilized and had an approaching debt maturity. The owner sought to retire both the existing bank debt and an outstanding seller note from the initial acquisition. MIG generated multiple aggressive term sheets and ultimately secured a $5+ million loan from a specialized regional bank that met the client’s objectives. Read More »
VIUM Capital Leads HUD LEAN Mid-Year Rankings
HUD’s fiscal year 2026 hit the halfway point on March 31, and so far VIUM Capital is leading the way in closed 232 loans and by total loan volume with 41 transactions and $598.0 million in volume, respectively. That represents 22% of the program’s closed loans in the first half of the fiscal year and 19% of the total volume. And 32 of VIUM’s HUD closings, or 78%, took out VIUM bridge debt. In second place was Greystone with 23 closed loans and $445 million of volume. Dwight Capital closed 17 loans, good for third place, and $304 million in volume, for fourth place. KeyBank and Capital Funding Group tied with 16 closed loans each and closed $344 million and $232 million in volume,... Read More »Schedule a demo
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