• CareOne/Cardinal Purchase Pennsylvania Property

    by | Jul 17, 2025 1:04 pm | Acquisitions

    Blueprint was brought on by a Boston-based real estate investment and development firm in its divestment of a non-core seniors housing community in Quakertown, Pennsylvania. Built in 1989, Independence Court of Quakertown is an 89-unit, 116-bed assisted living community. Occupancy struggled to fully recover from pandemic-era lows, pushing the... Read More »

  • Two Separate Transactions Close in California

    by | Jul 17, 2025 1:03 pm | Acquisitions

    The Reis Team at Marcus & Millichap handled two separate closings in California. First was a lease transaction for an assisted living community in Southern California with 260 beds. The real estate is owned by a local investor, and the team sourced a growing California-based operator that was looking to expand its footprint in the... Read More »

  • Town Lane Acquires Two Communities and Recapitalizes a Third

    by | Jul 17, 2025 1:02 pm | Acquisitions, Financings

    Discovery Senior Living announced the recapitalization and closing of three Class-A, purpose-built, independent living, assisted living and memory care communities: Discovery Village at Naples (Naples, FL), Discovery Village at Sarasota Bay (Sarasota, FL) and Discovery Village at Castle Hills (Lewisville, TX).  All three communities were... Read More »

  • Oxford Finance’s Healthy First Half of 2025

    by | Jul 17, 2025 1:00 pm | Financings

    Oxford Finance announced a healthy first half of 2025, with more than $715 million in new loan commitments during that period. The largest transaction saw Oxford provide a $234.9 million term loan and a $22.0 million revolving line of credit to refinance four behavioral health facilities and finance the acquisition of 13 skilled nursing... Read More »

  • Cambridge Realty Capital Provides HUD Loans

    by | Jul 17, 2025 12:58 pm | Financings

    Cambridge Realty Capital provided $19.316 million in HUD-insured Section 223(f) financing for two seniors housing assets in Texas and Missouri. The Texas financing was provided for the purchase of Ashwood Court, a 120-bed assisted living community in North Richland Hills. The Missouri financing was provided for the refinance of Northland... Read More »
Helios Secures Working Capital for California AL/MC Community

Helios Secures Working Capital for California AL/MC Community

by | May 13, 2024 2:31 pm | Financings

Helios secured working capital for a Southern California assisted living provider. The working capital loan is for The Artesian, a 64-unit assisted living and memory care community in Ojai, California. It was constructed in 2020 and consists of four, 16-unit buildings that utilize a universal worker model.  A capital infusion was required to cover operating deficits until the community achieved stabilization and to reconfigure additional units to memory care as the market showed a strong demand for this. An offer from a private debt fund was procured to finance the transaction. The final product was a term loan securitized through a second deed of trust and subject to specific... Read More »
Joint Venture Secures Construction Financing for Seniors Housing Community

Joint Venture Secures Construction Financing for Seniors Housing Community

by | May 13, 2024 8:48 am | Financings

CBRE arranged construction financing on behalf of a joint venture between a seniors housing owner/operator and an institutional investor for a seniors housing community in the Washington, D.C. MSA. The community will consist of independent living, assisted living and memory care. Aron Will and Adam Mincberg secured the construction loan through a syndication of two national banks. Read More »
CFG Secures Bridge-to-HUD Loan for Maryland Facility

CFG Secures Bridge-to-HUD Loan for Maryland Facility

by | May 13, 2024 8:36 am | Financings

Capital Funding Group announced the closing of a bridge-to-HUD loan totaling $20.0 million on behalf of a nationally recognized borrower. The loan supported the refinancing of a 125-bed skilled nursing facility in Maryland. This financing follows CFG’s closing of a $65.0 million bridge loan to support the refinancing of a nine-facility senior care portfolio in Ohio on behalf of a nationally recognized borrower. The portfolio includes one independent living community, one assisted living community and seven skilled nursing facilities totaling 709 beds. Read More »
BMO Provides $140.6 Million in Bridge Financing

BMO Provides $140.6 Million in Bridge Financing

by | May 8, 2024 10:11 am | Financings

BMO Healthcare Real Estate provided $70.6 million in bridge financing to a joint venture of New Perspective Senior Living, Boldt Capital and Fengate Asset Management, for the recapitalization of two Class-A seniors housing communities. The communities total 290 units in Franklin and Waukesha, Wisconsin. Loan proceeds include capital allocated for future capital improvements and value enhancement.  In a separate transaction, BMO provided $70.0 million in bridge financing to the same joint venture for the recapitalization of three Class-A seniors housing communities. The communities total 435 units and are in suburban Milwaukee, Wisconsin (two communities), and West Fargo, North Dakota. Loan... Read More »
Berkadia Finances Clarendale Clayton

Berkadia Finances Clarendale Clayton

by | May 3, 2024 3:28 pm | Financings

Berkadia refinanced Clarendale Clayton, a best-in-class seniors housing community in Clayton, Missouri (St. Louis MSA), that offers the full continuum of care in a high-end, resort-style setting. Opened in 2021, the 13-story property features 283 units of independent living, assisted living and memory care (195 IL, 66 AL and 20 MC).  Managing Director Austin Sacco of Berkadia Seniors Housing & Healthcare arranged financing through a national bank on behalf of the borrower, a joint venture between Harrison Street, Ryan Companies US, Inc., and Life Care Services (LCS). The $82.45 million floating rate loan (or $291,000 per unit) featured an attractive interest rate and five years of... Read More »
Dwight Capital Announces Q1 Activity

Dwight Capital Announces Q1 Activity

by | May 3, 2024 3:23 pm | Acquisitions, Financings

Dwight Capital and its affiliate REIT, Dwight Mortgage Trust, financed $152.5 million in transactions during the first quarter of 2024. Among the transactions were a $44 million bridge loan for a 369-bed, seven-story skilled nursing facility in the Southwest U.S. The bridge loan, which closed in conjunction with a $5 million revolving line of credit, is expected to be refinanced through HUD in approximately 24 months. Adam Offman and Josh Sturm, Managing Directors of Healthcare, originated the transaction for a recurring client. Dwight also closed $26 million in HUD financing for River Towne Center and Etowah Landing, two SNFs in Georgia. The transaction included a $17.4 million refinance... Read More »