• 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 »
SVN Senior Living Advisors Hires Mark Myers

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 »
SVN Senior Living Advisors Hires Mark Myers

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 »
SVN Senior Living Advisors Hires Mark Myers

Leadership Transitions at CPF and Grace Management

CPF Living Communities and Grace Management, Inc. announced leadership transitions effective January 1. John Rijos will assume the role of Founder and Chairman of CPF and Chairman of Grace Management, while Guy Geller will take on the responsibilities of CEO for both CPF and Grace Management.  John Rijos is also Managing Partner of CPF’s Healthcare Real Estate Fund. Under his guidance, CPF has expanded its portfolio to include a diverse range of high-quality senior living communities across the United States. Guy Geller has been a driving force behind the organization’s growth since joining in 2016. In his previous roles as COO of CPF and President of Grace Management, Guy has... Read More »
Leadership Change at LTC Properties

Leadership Change at LTC Properties

After more than 17 years at the helm of LTC Properties, Wendy Simpson is stepping down as CEO and will become Executive Chairman. Replacing her at the top will be two seasoned LTC executives. Current co-Presidents Clint Malin and Pam Kessler will be co-CEOs of the REIT. They already have a close working relationship so the transition should be smooth. Pam joined LTC in 2000 and became CFO in 2007. Clint joined the company in 2004 as Chief Investment Officer. Cece Chikhale has been promoted to CFO after serving as Controller and Treasurer since 2007, and Chief Accounting Officer since 2020. She joined the company in 2002. This is a seasoned management team if we have ever seen one, and a... Read More »
In Memoriam: Jim Moore, 1934 – 2024

In Memoriam: Jim Moore, 1934 – 2024

I was saddened to hear of the passing of my old friend Jim Moore, the founder of Moore Diversified Services. I had known Jim for nearly 40 years, and we always enjoyed catching up on the latest industry trends, and a little gossip thrown in as well, when we would see each other at the various industry conferences throughout the years. One of the first things he would say to me was, “How do you get away with saying the things you say?” but always with a little twinkle in his eye. I always thought he was a little jealous of that. Jim was an industry icon, spending nearly 50 years analyzing the industry, its operations, its financial feasibility and, of course, its people. He literally lived... Read More »
SVN Senior Living Advisors Hires Mark Myers

Lument Hires Chris Cain

Chris Cain has made the move from Berkadia to Lument, joining the firm as a managing director focused on origination efforts from seniors housing and healthcare clients throughout the United States. Based in Dallas, Texas, he will report to Aaron Becker, senior managing director and head of seniors housing and healthcare production at Lument. Since 2011, Cain has originated over $6 billion in construction, term, and permanent debt. Besides Berkadia, he previously held roles with Commerce Bank and BBVA. Keller Augusta arranged the placement. Read More »