• Blueprint Closes Two Texas Portfolio Transactions

    During the NIC Fall conference in Austin, Blueprint announced a couple of portfolio transactions in Texas. First, Amy Sitzman and Giancarlo Riso facilitated the sale of five skilled nursing facilities located throughout the Texas Hill Country and Houston. All five facilities are within four hours of each other, offering scale and operational... Read More »
  • SLIB Handles Minnesota Receivership Sale

    A senior care campus in Pine Island, Minnesota, with some operational issues in the past has found a new owner thanks to Jake Anderson, Dan Geraghty and Ryan Saul of Senior Living Investment Brokerage. Set on 6.8 acres, the campus includes Pine Haven with 70 skilled nursing beds and Evergreen featuring 24 assisted living units. Pine Haven was... Read More »
  • PACS CFO Resigns

    PACS Group saw another potential setback to its public image, announcing that its CFO Derick Apt resigned on September 2 after it was determined that he had accepted a series of high-value items from individuals associated with a group of related entities with which PACS does business. The company was in the middle of its previously disclosed... Read More »
  • Publicly Traded REIT Acquires in Austin

    Not far from the NIC venue in Austin, Berkadia closed the sale of Village on the Park Onion Creek, a 124-unit independent and assisted living community located in an Austin suburb. Cody Tremper, Mike Garbers, Ross Sanders and Dave Fasano closed the deal on behalf of Bridgewood Property Company, a Houston-based developer, owner and operator and... Read More »
  • Long-Term Owner/Operator Divests in Rural Utah

    Evans Senior Investments facilitated the sale of Heirloom Inn, a 67-unit assisted living community in Price, Utah. The seller, which developed the community over 20 years ago, was independent owner/operator Shauna O’Brien. At the time of sale, the property was performing well albeit with opportunities for expense management and revenue growth.... Read More »
Greystone Provides Two Acquisition Loans

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

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 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 »
Greystone Provides Two Acquisition Loans

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 »
Texas AL/MC Development Receives Construction Financing and Equity Raise

Texas AL/MC Development Receives Construction Financing and Equity Raise

The Newmark Seniors Housing Team handled a $180 million construction financing and equity raise for Nexus Development’s newest community, Vivante at Turtle Creek. Financing was secured through Beal Bank, and the equity was raised from private investors in multiple states, including Texas and California. The seniors housing community will feature 164 assisted living and 29 memory care units on a 1.37-acre plot in Dallas, Texas. The Class-A asset will stand 20 stories tall, and is slated for 2027 completion. The architect is HKS Inc. and the general contractor is ANDRES Construction Services. Read More »
New York SNF Portfolio Secures Bridge Loan

New York SNF Portfolio Secures Bridge Loan

MONTICELLOAM funded a $217 million floating-rate senior bridge loan for a skilled nursing portfolio. The financing carries a 36-month term and supports the sponsor, a repeat client. The loan supports the acquisition and refinance of this portfolio, which comprises four facilities in New York. The sponsor is acquiring two of the assets and financing the other two, which are stabilized. Together, the four facilities comprise more than 1,000 beds. Read More »