• Brookdale Boosts Short Term Stability

    Brookdale Senior Living completed a series of financing transactions totaling approximately $600 million that refinanced all of its remaining 2026 mortgage debt and maturities, around $350 million, and a portion of 2027 mortgage debt maturities, approximately $200 million. The company also secured more fixed-rate debt, helping to cut rate risk.... Read More »
  • Ikaria Announces $1 Billion in Q4 Volume

    Ikaria Capital Group closed out a successful 2025, announcing several significant transactions in the fourth quarter that exceeded $1 billion in volume. The activity comprises financings in the seniors housing, skilled nursing and behavioral health sectors across multiple states and borrowers.  The largest deal was a $595.5 million senior... Read More »
  • PE Group Enters Oklahoma after Medicaid Rate Bump

    A skilled nursing facility in Oklahoma that recently benefited from the state’s Medicaid rate bump sold to a national private equity firm looking to enter the state. Built in 1967, Maplewood Care Center features 180 beds on over three acres in Tulsa. It is located close to several major hospitals and healthcare campuses, but occupancy was sitting... Read More »
  • Community Purchased through HUD Assumption

    Chad Mundy of the Knapp-Stahler Group of Marcus & Millichap sold an 82-unit assisted living/memory care community in Lewiston, Idaho. Built in phases in the early 2000s, the community featured five separate buildings, one of which was vacant after sustaining damage from a flood. As a result, occupancy was lower, based on the 89 licensed beds,... Read More »
  • The Zett Group Rounds Out Q4

    The Zett Group closed out Q4 with several closings in the Pacific Northwest. First was the sale of Fox Hollow, a 58-unit seniors housing community in Eugene, Oregon. Built in 1988 and renovated in 2003, the community features 51 assisted living units and seven independent living “cottage-style” units. Set in a nice area of Eugene, it was owned by... Read More »

Bridges Esop, Inc: Oklahoma Skilled Nursing Operator with Employee Ownership

Bridges Esop, Inc, a 100% employee-owned company, has established itself as a key player in Oklahoma’s skilled nursing facility sector, according to the latest CMS data analysis. Its portfolio consists entirely of skilled nursing facilities, with all 31 properties located in Oklahoma, sharing the top position with Bridges Employee Stock Ownership Trust. According to the most recent CMS data, Bridges Esop, Inc maintains 100% ownership of all its facilities. Company Background and Leadership Bridges Esop, Inc appears to be related to Bridges Health, which was established in 1976 and transitioned to an Employee Stock Ownership Plan (ESOP) in December 2020. As one of the few... Read More »

Alexark1 LLC’s Arkansas Skilled Nursing Portfolio

Executive Summary Alexark1 LLC has established itself as one of the leading skilled nursing facility owners in Arkansas, tied with JEJ Assets LP at 33 facilities each, according to the most recent Centers for Medicare & Medicaid Services (CMS) data from January 2025. The company’s portfolio consists exclusively of skilled nursing facilities within Arkansas, with no operations in other states or healthcare sectors. Of the 33 facilities affiliated with Alexark1 LLC, 21 maintain 100% ownership by the company, while the remaining facilities have varying ownership structures.  Company Overview Alexark1 LLC is a for-profit limited liability company with ownership stakes in numerous... Read More »

SMS 2021 Trust as a Key Skilled Nursing Player in New Jersey

SMS 2021 Trust has established itself as a key player in the New Jersey skilled nursing facility sector, where it ties for the largest ownership position according to the latest CMS data. This strategic positioning highlights the trust’s significant investment in the healthcare infrastructure of the Garden State. Portfolio Overview The trust currently operates 59 skilled nursing facilities across seven states, with New Jersey representing its largest market concentration. The geographic distribution of SMS 2021 Trust’s portfolio includes: New Jersey: 29 facilities Maryland: 10 facilities Connecticut: 8 facilities Wisconsin: 4 facilities Delaware: 3 facilities Pennsylvania: 3... Read More »

Vetter Senior Living’s Full Ownership of 31 Facilities

Vetter Senior Living, a not-for-profit organization founded in 1975, has established itself as a key player in Nebraska’s skilled nursing sector, according to the latest CMS data. The company maintains complete ownership of all 31 facilities in its portfolio, with 30 located in Nebraska and one in Missouri. Portfolio Breakdown The organization’s portfolio is diversified across multiple healthcare sectors: 24 Skilled Nursing Facilities (77.4% of portfolio) 4 Home Health agencies (12.9%) 3 Hospice providers (9.7%) Within Nebraska specifically, Vetter Senior Living operates 23 skilled nursing facilities, four home health agencies and three hospice services. Leadership Founded by... Read More »

Jej Assets LP’s Statewide Skilled Nursing Presence in Arkansas

Executive Summary Jej Assets LP has established itself as a leading player in Arkansas’ skilled nursing facility sector, tied with Alexark1 LLC as the largest owner with 33 facilities each, according to the most recent Centers for Medicare & Medicaid Services (CMS) data from January 2025. The limited partnership operates exclusively in Arkansas and solely within the skilled nursing facility sector. The company’s ownership structure reveals varying levels of control across its portfolio, with 100% indirect ownership interest in 21 facilities, 40% limited partnership interest in seven facilities, and 40% indirect ownership in one facility. Ownership Structure and... Read More »

Hunt Valley Holdings LLC: A Significant Skilled Nursing Player in Nevada

Hunt Valley Holdings LLC has established itself as a significant player in Nevada’s skilled nursing facility sector, according to recent data analysis from the Centers for Medicare & Medicaid Services (CMS). Portfolio Overview and Ownership Structure The investment firm is currently affiliated with 43 healthcare facilities nationwide, with skilled nursing facilities comprising the majority of its portfolio. According to the most recent CMS data (January 2025), Hunt Valley Holdings LLC maintains 39 skilled nursing facilities and four hospitals across six states. South Carolina represents the company’s largest market with 19 facilities, followed by Maryland with 11... Read More »