Not-For-Profit Secures Refinancing
Ziegler announced the closing of a large bond financing on behalf of Sequoia Living, a California not-for-profit public benefit corporation that serves seniors throughout Northern California. Sequoia, originally known as Northern California Presbyterian Homes, and its related entities own four CCRCs and three affordable housing communities. The CCRCs, the revenues of which are pledged to the payment of the bonds, include The Sequoias Portola Valley, The Sequoias San Francisco, The Sequoias Tamalpais and Viamonte Senior Living. They contain 844 independent living units, 146 assisted living or memory care units, and 112 skilled nursing beds. The bonds totaled $151.555 million issued through... Read More »
Greystone Provides Two Acquisition Loans
Greystone provided two financings for the acquisition of a skilled nursing facility and a skilled nursing portfolio. First, the firm provided a $33.9 million bridge-to-HUD financing for the acquisition of a skilled nursing facility in Virginia with 210 units. The interest-only bridge financing carries a 24-month term, with two six-month extension options, and features a floating rate. The borrower also secured an interest rate cap to mitigate future rate volatility. The financing was originated by Christopher Clare, David Young, Ryan Harkins, Ben Rubin, Parker Nielsen and Liam Gallagher. Next, Greystone provided a $45.4 million bridge-to-HUD loan for the acquisition of four skilled... Read More »
West Virginia Community Secures Fannie Mae Financing
BWE provided a $37 million Fannie Mae financing for Harmony at Southridge, a seniors housing community in Charleston, West Virginia, that is operated by Harmony Senior Services. Ryan Stoll and Taylor Mokris originated the 10-year loan on behalf of the borrower, Smith-Packett, Wessex Capital. The loan features five years of interest-only payments and a fixed interest rate. Built in 2020, Harmony at Southridge features independent living, assisted living and memory care units. The borrower converted 12 independent living units to assisted living in late 2024. Read More »
Lument Secures Financing for Pennsylvania Seniors Housing Portfolio
Lument refinanced three Juniper Village seniors housing communities with a combined 254 units through three Freddie Mac loans totaling $27.3 million. Casey Moore and Miles Kingston led the transaction for Lument. The loans carry attractive fixed interest rates, 10-year terms with five years interest only, and 30-year amortization schedules. Located in Pennsylvania, the three communities are Juniper Village at Forest Hills (60 assisted living units and 12 memory care units), Juniper Village at Lebanon (40 independent living units and 81 AL units) and Juniper Village at Mount Joy (50 AL units and 11 MC units). Juniper operates a total of 27 communities in Colorado, New Jersey, Pennsylvania... Read More »
Dwight’s Q2:25 Financing Activity
Dwight Capital and its affiliate REIT, Dwight Mortgage Trust, closed $650.7 million in seniors housing financings during the second quarter of 2025. The transactions featured a mix of bridge and HUD loans for assisted living communities and skilled nursing facilities across several states. In one of the significant transactions, DMT originated a $230 million bridge loan to facilitate the acquisition of a 19-asset skilled nursing/assisted living portfolio in Ohio. The deal was arranged by Adam Offman and Yossi Benish. DMT also provided an $80 million bridge acquisition loan for a five-asset SNF portfolio in Central Florida, along with a $12 million working capital line of credit to... Read More »Schedule a demo
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