• Value-Add AL/MC Community Trades

    An institutional owner decided to divest a non-core asset, and engaged Jason Punzel, Vince Viverito, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage to run the sale process. The asset is located in Hillsboro, Oregon (Portland MSA), and features 36 assisted living and memory care units, with 62 licensed beds. It was built in... Read More »
  • Brookdale Sheds California Community to Public REIT

    Blueprint was engaged by an institutional, national owner/operator in the strategic disposition of a large rental CCRC in Bakersfield, California. The 20-acre campus was developed in 1999 and provides the whole continuum of care, including independent living, assisted living, memory care and skilled nursing across three large buildings and... Read More »
  • Two Midwest Assets Trade

    A couple of seniors housing communities traded in the Midwest, selling to a couple of growing owner/operators. First, in the Indianapolis area, The Kiser Group’s Mark Myers and SVN SLA’s John Klement led the sale of a 157-unit seniors housing community featuring a mix of independent living, assisted living and memory care services, with 164... Read More »
  • Assisted Living Portfolio Closes in Wisconsin

    Bob Richards of Senior Care Realty recently completed the sale of a five-property assisted living portfolio in Wisconsin, closing the deal in multiple tranches. Richards had worked with the seller, AC Capital, for 15 years, helping them grow their portfolio over the years. AC Capital also has self-managed the communities for the last decade. Now,... Read More »
  • 60 Seconds with Swett: Here We Go Again

    AARP just published a report on assisted living, and all I can say is, here we go again. It concludes that “the state of assisted living today is cause for concern for many stakeholders. The lack of national federal standards for care centers creates an underregulated space.” It continues on, stating that the “absence of national oversight,... Read More »
Sonida Senior Living Reports Q1 as CNL Deal Reshapes Portfolio

Sonida Senior Living Reports Q1 as CNL Deal Reshapes Portfolio

Sonida Senior Living reported its first quarter results after becoming the eighth largest seniors housing owner toward the close of the quarter. The company completed its acquisition of CNL Healthcare Properties, a public, non-traded REIT that owned 69 seniors housing communities, bringing Sonida’s owned portfolio to 153 owned properties and 14,700 units. Largely as a result of the merger and the 54 communities added to Sonida’s SHOP portfolio, resident revenue and expenses each increased 37% year over year. Meanwhile, on a pro forma, same-community basis, weighted average occupancy rose 220 basis points to 87.2%, NOI increased 14% and margins expanded by 170 basis points, all on a... Read More »
Montgomery Intermediary Group Brings on New Advisor

Montgomery Intermediary Group Brings on New Advisor

Continuing its momentum in 2026, Montgomery Intermediary Group (MIG) announced that it hired Colin Thomas, CFA as an investment sales advisor. In this role, Thomas will lead seniors housing and skilled nursing transactions across Texas, Oklahoma, Arkansas and Louisiana, expanding MIG’s coverage and capabilities in these markets. Thomas’s experience bridges institutional finance and front-line operations. Most recently, he held executive operating roles in post-acute care, where he led enterprise-wide transformation initiatives, financial restructuring efforts, and a full-platform transition involving more than 2,000 patients and over 200 employees across home health, hospice and... Read More »
Watch The SeniorCare Investor’s Q1 Investor Call

Watch The SeniorCare Investor’s Q1 Investor Call

The SeniorCare Investor convened a panel on April 23 to discuss key topics front and center for investors. Ben Swett, Managing Editor of The SeniorCare Investor, moderated the discussion. Blueprint sponsored the Q1 2026 Investor Call webinar, with Kyle Hallion, Senior Director at Blueprint, joining. Investment firm perspectives came from Natalie Wynn, Senior Vice President, Transactions at Clarion Partners, and Theo Harrison, Vice President at Fortress Investment Group. Representing the REIT side was Lauren Nisley, Vice President, Investments at Sabra Health Care REIT, Inc. Read More »
National Health Investors’ CFO Retires

National Health Investors’ CFO Retires

National Health Investors’ John Spaid, Executive Vice President and CFO, will retire effective July 1, 2026. The company will appoint Todd Siefert as Executive Vice President Corporate Finance, effective June 1, 2026, and he will succeed Spaid as CFO. Also as part of the transition, Dana Hambly has been promoted to Senior Vice President of Finance to assume expanded responsibilities. Siefert brings more than 25 years of experience in corporate finance, capital markets, treasury management and investor relations, with expertise in publicly traded REITs. He most recently served as CFO of Hillsboro Residential, where he oversaw debt and equity financing, financial underwriting, and investor... Read More »
Montgomery Intermediary Group Brings on New Advisor

Not-for-Profit Selects New President and CEO

Sloan Bentley has been selected to serve as President and Chief Executive Officer of Pacific Retirement Services (PRS), a not-for-profit senior living organization based in Medford, Oregon. Bentley’s effective start date will be determined based on the closing of a financial restructuring for her current employer. She has a 40-plus year career in senior living, with extensive experience in the CCRC world. She cofounded Seniority Inc., a wholly owned subsidiary of American Baptist Homes of the West, where for nearly 20 years she provided management, sales and marketing consultation to organizations nationwide. Bentley has held positions of leadership within growing senior living... Read More »
Montgomery Intermediary Group Brings on New Advisor

Blueprint Brings on New Team Member

Blueprint welcomed Peter Trazzera to the team as Senior Director, Capital Markets. Trazzera brings deep expertise in financing solutions and is set to further elevate Blueprint’s capabilities in the sector. He has an extensive background in institutional capital, and is joining following a 12-year tenure as Senior Vice President at KeyBank Institutional Healthcare. During his time at KeyBank, he was involved in providing more than $6 billion of capital in both corporate and project-level financings for REITs, private equity and institutional investors. Prior to KeyBank, Trazzera held senior analytical and strategic roles at Minto Group, Brookdale Senior Living and Horizon Bay... Read More »