• SLIB’s Active Start to May 

    Senior Living Investment Brokerage hit a rich vein of activity at the start of May, reporting several closings for seniors housing and skilled nursing assets. First, Jason Punzel, Brad Goodsell, Vince Viverito and Jake Anderson facilitated the sale of a seniors housing community in Grants Pass, Oregon. Built in the 1960s, Oak Lane Retirement... Read More »
  • Final Asset Closes in SNF Portfolio Acquired by Ensign

    The Ensign Group acquired the real estate and operations of Marianwood Health and Rehabilitation, a 117-bed skilled nursing facility in Issaquah, Washington. The real estate was acquired by a subsidiary of Standard Bearer Healthcare REIT, Inc., Ensign’s captive real estate company, and will be operated by an Ensign-affiliated tenant. The... Read More »
  • Joint Venture Secures Financing for Two Standalone-Memory Care Communities

    BWE, together with Blueprint Capital Markets, closed two loans totaling $17.82 million to provide financing for the acquisition of two Class-A memory care communities: Windsong at Southridge ($10.42 million) and Windsong at Eola Hills ($7.4 million). Lundat Kassa of BWE handled the financing, having been brought onto the deal by the team at... Read More »
  • Montgomery Intermediary Group Announces M&A and Financing Activity

    Montgomery Intermediary Group continued its active 2025 with a financing and two recent M&A closings. First, Jeremy Warren worked on behalf of an owner/operator seeking to recapitalize a 210-unit assisted living community that was originally a purpose-built hotel. The goal was to generate cash for ownership and to finance cosmetic renovations... Read More »
  • Live Oak Closes Bridge-to-Sale Loan

    In April 2025, Live Oak Bank closed a $25 million bridge loan for a Harbert Seniors Housing Fund I, LP-held seniors housing community. The loan provides a bridge-to-sale and features a three-year initial term, 36 months of interest-only payments and $2.8 million in potential future earnout proceeds. Loan proceeds were used to return capital to... Read More »
Sabra’s CIO Retires

Sabra’s CIO Retires

Sabra Health Care REIT announced that Talya Nevo-Hacohen, Sabra’s Chief Investment Officer, Treasurer and Executive Vice President, will be retiring effective December 31. Nevo-Hacohen helped build Sabra into a $6.5 billion enterprise with 399 investments from a newly formed REIT with 86 properties leased to a single tenant. Nevo-Hacohen is expected to remain in a consulting role with Sabra pursuant to a two-year consulting arrangement.  Darrin Smith, Sabra’s Executive Vice President, Investments, is expected to take on the role of Sabra’s CIO effective January 1, 2026. Smith has over 30 years of real estate experience, and has been with Sabra for five years. A seamless transition is... Read More »
Cushman & Wakefield Adds Jandris and Gardner

Cushman & Wakefield Adds Jandris and Gardner

There was some buzz at the NIC Spring Conference about a certain dealmaking duo that have closed $15 billion in their careers jumping from one brokerage firm to another, and the news has now come out that Josh Jandris and Brett Gardner have both made the move from Walker & Dunlop to Cushman & Wakefield. They join Florida-based Jason Skalko, who was hired as a Managing Director at C&W in early 2024 to revive the senior care investment sales business after the exodus of its seniors housing team to JLL in 2023. Jandris and Gardner will each serve as Vice Chair in the Chicago office and will represent institutional and private-capital investors in dispositions across the continuum... Read More »
EF Senior Care Expands its Footprint

EF Senior Care Expands its Footprint

EF Senior Care, an owner/operator based in Plymouth, Massachusetts, grew its long-term care portfolio this month, having acquired the operations of a senior care campus in Lawrence, Massachusetts. Built in 1895, Berkeley Retirement Home comprises 44 skilled nursing and independent living beds. Berkeley Retirement Home represents EF Senior Care’s fourth management contract in the past year, and brings its beds under management to nearly 500. Read More »
Meridian Brings On New Senior Managing Director

Meridian Brings On New Senior Managing Director

Meridian Capital Group announced that Amy Heller has joined the firm’s seniors housing and healthcare group as a Senior Managing Director focusing on healthcare related debt brokerage. Heller will support the strengthening of Meridian’s seniors housing and healthcare group, overseeing the development of new and innovative solutions for clients across the firm’s advisory and underwriting capabilities.  Heller is an industry veteran with more than two decades of experience in healthcare finance. She founded and served as President and co-Chief Lending Officer of the Healthcare and Housing and Urban Development (HUD) lending divisions at Forbright Bank, where she built and led teams... Read More »
Cushman & Wakefield Adds Jandris and Gardner

Clearwater Welcomes New CEO

Clearwater Living announced that Danielle Morgan has been promoted to CEO. As Clearwater approaches 20 seniors housing communities under management, Morgan will assume an overall leadership role overseeing the expansion of its operations, including strategic initiatives, growth opportunities and maintaining culture.  With more than 30 years of experience, Morgan is an experienced leader in the financial services and senior living industries. Since joining Clearwater in 2017, Morgan has worked to help provide strategic leadership and implement long-term growth strategies. Before joining Clearwater, Morgan served as chief operations officer of MBK Senior Living for 10 years. ... Read More »
Spring Arbor Living and Allegro Management Company Merge

Spring Arbor Living and Allegro Management Company Merge

Lisa Widmier of Vant.Age Pointe Capital Management & Advisory, which has executed several billion dollars in transactions under Widmier, facilitated the merger between Spring Arbor Senior Living and Allegro Management Company, which have come together under a new holding company, Allegro Living. Allegro Living will serve seniors in 53 seniors housing communities across 13 states in the Northeast, Mid-Atlantic, Southeast and Midwest. Spring Arbor adds its 35 communities and more than 2,200 units to Allegro’s 18 communities and more than 2,300 units. These communities will continue to operate under the same name and same team, as the goal of the merger is growth rather than... Read More »