• ESI Adds Capital Markets & Debt Advisory Team

    Evans Senior Investments has expanded its platform to now include a dedicated Capital Markets & Debt Advisory team to source debt solutions for its clients. Complementary to its brokerage/investment sales services and benefitting from Evans’ robust lender network, the new platform will facilitate acquisition financings, refinancings,... Read More »
  • Optimism across the Board in BBG’s Investor Survey Results

    Ben Swett, Managing Editor of The SeniorCare Investor, sat down with R.J. DeBee, Senior Managing Director – Seniors Housing & Healthcare National Practice Leader of BBG Real Estate Services, to discuss the biggest takeaways of BBG’s fifth Annual Investor Survey. Read More »
  • Lument Closes Freddie Mac Refinance

    Lument closed a $26.8 million Freddie Mac refinance for Treeo South Ogden, a 143-unit independent living community in Ogden, Utah, approximately 30 miles north of Salt Lake City. Tyler Armstrong, Chris Cain and Taylor Russ, all managing directors with Lument, led the transaction. Treeo South Ogden was purpose-built in 2015, and has been owned and... Read More »
  • Berkadia Handles Detroit-Area Deal

    Berkadia closed the sale of Oakleigh of Macomb, an 85-unit assisted living/memory care community in Macomb, Michigan (Detroit MSA). Built in 2019, the community has 55 assisted living and 30 memory care units. It was 91% occupied, so given its vintage and performance, we imagine it attracted significant investor interest. Berkadia represented the... Read More »
  • Developer Divests MC Communities to Kalesta Healthcare

    G Capital helped facilitate the sale of two memory care communities in Silicon Valley in an off-market transaction. Calson Management, a developer/operator based in Vacaville, California, had acquired Silver Oaks Memory Care in Menlo Park and Crescent Oaks Memory Care in Sunnyvale several years ago as value-add opportunities. The firm... Read More »

Legacy Healthcare Financial Services Expands Midwest SNF Portfolio to 38 Facilities

Legacy Healthcare Financial Services LLC has established itself as a significant player in the Midwest skilled nursing facility (SNF) market, operating 38 facilities across three states according to the latest CMS data. The company maintains a strong presence in Illinois, South Dakota, and Iowa, positioning itself strategically in markets experiencing regulatory and reimbursement changes. Portfolio Distribution The company’s portfolio is concentrated in Illinois with 18 facilities, followed by South Dakota with 14 facilities, and Iowa with 6 facilities. All 38 properties operate within the skilled nursing facility sector, demonstrating the company’s focused approach to this... Read More »

HC Family Trust Emerges as Leading Skilled Nursing Operator in North Carolina

HC Family Trust has established itself as one of the dominant players in North Carolina’s skilled nursing sector, according to the latest CMS data. The organization ties with Zanziper Family Trust for the largest skilled nursing portfolio in the state, each operating 38 facilities. Multi-State Portfolio Beyond its significant North Carolina presence, HC Family Trust maintains a diversified geographic footprint across five states. The organization operates a total of 82 healthcare facilities, with 81 skilled nursing facilities and one home health agency. After North Carolina, Kentucky represents the trust’s second-largest market with 20 facilities, followed by Florida (12),... Read More »
MorningStar Welcomes New President/CIO

MorningStar Welcomes New President/CIO

MorningStar Senior Living announced a new President and Chief Investment Officer, Jamie Ranzan. Ranzan brings 20 years of experience in real estate development, acquisitions and operations across multiple property types, including senior living. Ranzan began her career at Ernst & Young as an auditor in the real estate group of its Orange County office. From there she joined KBS Realty Advisors in Newport Beach where she was responsible for a $1.8 billion portfolio with assets across the U.S. Her next role was CFO/BP of Corporate Finance for MBK Senior Living, responsible for acquisitions, dispositions, accounting, finance, insurance, tax and compliance.  Razan relocated to... Read More »
MorningStar Welcomes New President/CIO

Pegasus Senior Living’s Leadership Changes

Pegasus Senior Living announced several leadership changes that it believes will position the organization for continued growth in 2025 and beyond. Industry veteran Chris Hollister, Pegasus Chair and CEO, will maintain his role with a refined focus on revenue growth and new business development. Rich Williams will continue his role as COO overseeing operational, clinical and sales teams. However, he is now also Co-President with Wade Mullis, who will additionally continue as Chief Administrative & Investment Officer to lead accounting, financial planning, IT, facilities, risk management and investment functions.  Daniel Leaf, the Senior Vice President of Business Development will... Read More »
MorningStar Welcomes New President/CIO

SVN Senior Living Advisors Hires Mark Myers

SVN Senior Living Advisors kicked off its 2025 with a new hire and is primed for a busy year. Industry veteran Mark Myers made the move from Walker & Dunlop to join SVN SLA’s existing team of Tony Yousif, Torey Riso, Don Husi, John Klement, Joshua Salzman, Aaron Thompson, Jacob Bennema, Fabio Riso, Shelly Bird and Michael Watson. Myers will join as a Managing Director and Member of the Executive Committee. He helped facilitate and close a 76-facility portfolio bankruptcy sale and another three-facility portfolio deal within the past 30 days before joining the firm, so he’ll look to continue that activity in 2025. The hire comes after a building year for SVN SLA, which also refined its... Read More »
MorningStar Welcomes New President/CIO

Welltower’s Executive Promotions

Welltower announced several executive promotions to start off the new year. First, John Burkart has been appointed Vice Chairman & Chief Operating Officer after previously serving as Executive Vice President – Chief Operating Officer.  Prior to joining Welltower in 2021, Burkart spent 25 years at Essex Property Trust, most recently serving as Senior Executive Vice President and Chief Operating Officer. Burkart holds a BS in Finance from San Jose State University and an MBA in Real Estate from Golden Gate University. Next, Nikhil Chaudhri was appointed Co-President & Chief Investment Officer after previously serving as Executive Vice President – Chief Investment Officer.... Read More »