• 3rd Quarter Investor Call

    On Thursday, October 23, The SeniorCare Investor’s Ben Swett moderated a panel featuring expert panelists Erik Lindenauer of NewPoint Real Estate Capital, Sarah Anderson of Newmark, and James Scribner of Scribner Capital. The discussion focused on the lending landscape amid improved capital markets, and expectations heading into 2026. Panelists... Read More »
  • Seniors Housing and Care M&A Activity Remains Strong Through Q3:25, Suggesting Another Potential Record Year  

    The number of publicly announced seniors housing and care acquisitions in the third quarter of 2025 totaled 205 deals, based on new acquisition data from LevinPro LTC. This represents a 13% increase from the 182 transactions disclosed in the second quarter of 2025 as well as from the 182 deals in Q3:24. Additionally, the $3.47 billion spent on... Read More »
  • REIT Acquires Full-Continuum Community

    Amy Sitzman and Giancarlo Riso of Blueprint facilitated the sale of a full continuum, Class-A asset in North Ogden, Utah. Opened in 2019, The Lodge at North Ogden has 22 independent living, 70 assisted living and 30 memory care units. The community exhibited consistently strong cash flow and historically successful operations. Plus, there is... Read More »
  • Joint Venture Continues to Grow Its Portfolio

    Blueprint represented a large, institutional private equity firm in its divestment of an assisted living and memory care community, which Benchmark Senior Living and National Development ultimately acquired. Built in 2013, the 85-unit Arbor Terrace Roseland is in Roseland, New Jersey, near New York City. It was over 91% occupied with an EBITDAR... Read More »
  • Berkadia’s Q3 Financing Activity

    Berkadia’s Seniors Housing & Healthcare platform completed over $1.54 billion in financing for seniors housing communities as of the end of the third quarter. Under the leadership of SVP, Head of FHA & Seniors Housing Finance Steve Ervin, the platform facilitated $350 million in PLG Bridge with participations, $258 million in HUD... Read More »
60 Seconds with Swett: Welltower Is on a Roll

60 Seconds with Swett: Welltower Is on a Roll

Welltower came out with its first quarter earnings on Tuesday, and surprise, surprise, it was yet another great quarter, and its share price jumped 3.5% immediately upon the news. It was the tenth consecutive quarter in which same store SHOP NOI growth exceeded 20%, at 21.7% in the first quarter. Guidance for same store NOI growth also rose by 100 basis points to a midpoint of 19.0% for FY2025. On Tuesday’s call, Welltower did mention that SHOP margins remain below pre-pandemic levels, but they may not be for long. Also, that issue currently plagues thousands of communities in this country and was prevalent in the years before COVID too. Perhaps that is why most of what we hear from... Read More »
60 Seconds with Swett: April Already Passes 50 Transactions

60 Seconds with Swett: April Already Passes 50 Transactions

Tariff turmoil? Volatile and still-high interest rates? Uncertainty surrounding Medicaid spending, labor costs and HUD’s queue length? Seniors housing and care dealmakers have looked past a lot of this noise to announce 50 transactions in the first three weeks of the second quarter, putting the market on track for the busiest M&A period ever. We know we sound like a broken record, but the start of April did feel like we reached a new level of activity, and given the conversations we’ve been having in the last few weeks, the second and third quarters may only accelerate in deal volume. For some sellers, seeing through the January 2025 rate increases was enough to enter the transaction... Read More »
60 Seconds with Swett: April Already Passes 50 Transactions

60 Seconds with Swett: See You in San Diego

By the time many of you are watching this, we’ll be in San Diego at the NIC Spring Conference, ready to catch up with our industry friends and hopefully meet a few new dealmakers, too. If you see me or my colleagues Steph Mallozzi and Ryan Marszalek in the hallways, please feel free to say hi and give us your thoughts on the current M&A, financing and development markets, and we’ll give you our opinions too. But if you aren’t going or are stuck in meetings all day, every day, then you’ll have a chance to hear takeaways from the conference plus see our latest proprietary seniors housing and care valuation statistics by tuning into our March 12th webinar at 1pm ET. Panelists JP LoMonaco,... Read More »

The Best M&A Data: 30 Years and Counting

When you need reliable statistics on the senior care M&A market, there is only one place to go. LevinPro LTC. I am happy to report that we have just published the 30th Edition of our Senior Care Acquisition Report, which covers the seniors housing continuum as well as skilled nursing. Here you will find key price per unit and bed stats, cap rates, NOI per unit, state-by-state valuation metrics and much, much more.  This year, we had a record number of transactions from which to pull the necessary financial data to bring you the most comprehensive report ever. Not only is it comprehensive, but it is the only one in the industry available to investors, lenders and operators, as no... Read More »
Seniors Housing Occupancy Hits New Post-Pandemic High

Seniors Housing Occupancy Hits New Post-Pandemic High

NIC released its latest seniors housing occupancy update for the 31 NIC Map Primary Markets, and fourth quarter 2024 census has hit another post-pandemic occupancy high. Overall seniors housing occupancy rose to 87.2%, up 70 basis points from 86.5% in the third quarter. Separated out by property type, majority-independent living properties were 88.6% occupied in Q4, and majority-assisted living properties were 85.7% occupied. While the Primary markets averaged 87.2%, the 99 Primary and Secondary markets combined averaged 87.7% and the remaining 41 markets to round out the 140 total markets that NIC tracks averaged 88.5%. Overall, occupancy was 87.8% for all 140 markets. The last time... Read More »