• Bullish Move by Welltower

    by | Oct 29, 2025 9:29 am | Uncategorized

    Welltower has been a growth and M&A machine under the leadership of Shankh Mitra. As of October 27, the REIT has closed or has under contract close to $14 billion of pro rata gross investments across the U.S., Canada and the United Kingdom this year. These include more than 700 seniors housing properties with more than 46,000 units. Not too... Read More »

  • Welltower Shatters Single-Day Dollar Volume Record

    by | Oct 29, 2025 9:28 am | Acquisitions

    October was already on its way to setting records for M&A activity in the seniors housing and care industry before Welltower announced the most transaction dollar volume we have ever seen in a single day when it released its third quarter earnings. A couple of the largest portfolio acquisitions took place across the pond, but the REIT also... Read More »

  • South Carolina Portfolio Trades

    by | Oct 29, 2025 9:25 am | Acquisitions

    Newmark has hit a rich vein of activity, announcing several closings in the last few days. First, the team sold three communities across the Greenville, South Carolina, area on behalf of Atlas Senior Living. The communities were built between 2014 and 2016 and totaled 306 units, including 108 independent living, 144 assisted living and 54 memory... Read More »

  • Blueprint Closes in Kentucky and Colorado

    by | Oct 29, 2025 9:24 am | Acquisitions

    Blueprint has been adding to our record-breaking October M&A haul, announcing a couple of closings in the last week. First, Kyle Hallion handled another sale in his home state of Kentucky, this time on behalf of a local family owner/operator with deep ties to this asset’s local market. The senior care facility features 64 skilled nursing beds... Read More »

  • Southern California Communities Get New Owner

    by | Oct 29, 2025 9:23 am | Acquisitions, Financings

    Berkadia handled the sale and financing of two seniors housing communities in Southern California. The transaction included an 84-unit assisted living and memory care community in the San Diego suburbs and a 72-unit memory care community in the Los Angeles suburbs. These were older vintage properties with some Medicaid census but were very strong... Read More »

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

by | Feb 14, 2025 3:43 pm | Owner Snapshots

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

by | Feb 14, 2025 1:08 pm | Owner Snapshots

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

by | Feb 14, 2025 12:21 pm | Owner Snapshots

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

by | Feb 14, 2025 12:21 pm | Owner Snapshots

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

by | Feb 13, 2025 4:43 pm | Owner Snapshots

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

by | Feb 13, 2025 3:16 pm | Owner Snapshots

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 »