• SLIB’s Red-Hot Start to May

    by | May 5, 2026 3:12 pm | Acquisitions

    Senior Living Investment Brokerage shot out of the gates in May, announcing six separate closings within just a couple of days. The closings included a couple of portfolios, two seniors housing asset sales and two skilled nursing deals. SLIB is on track for another record-breaking year. The largest deal was an eight-property seniors housing... Read More »

  • Independent Living Asset Near Breakeven Changes Hands

    by | May 5, 2026 2:56 pm | Acquisitions

    Blueprint handled the sale of a 60-unit independent living community located just outside of Cleveland, Ohio. At the time of sale, the property was operating around breakeven and offered the opportunity for upside. The option to transition the community to an assisted living waiver model was presented, but the incoming regional owner/operator... Read More »

  • National Health Investors Leans Further Into SHOP Growth

    by | May 5, 2026 2:54 pm | Acquisitions

    National Health Investors is continuing to lean into its SHOP segment, having invested $742.5 million into the strategy throughout the first quarter, a 106% increase from the prior year period. Year-to-date, the REIT has announced $212.4 million of investments, and is continuing to evaluate additional opportunities, focusing on private pay... Read More »

  • Senior Care Portfolio Secures Refinancing

    by | May 5, 2026 2:53 pm | Financings

    T7 Capital, a boutique seniors housing and healthcare advisory firm founded by industry veterans Ari Adlerstein and Josh Simpson, recently arranged a large bank refinancing for a portfolio of seniors housing and skilled nursing assets in Massachusetts. Working on behalf of a New York-based family office, T7 secured a $57.979 million loan from... Read More »

  • Regional Bank Provides Financing for MC Community

    by | May 5, 2026 2:51 pm | Financings

    Jeremy Warren of Montgomery Intermediary Group arranged a refinancing for a client’s 48-unit memory care community in Merrillville, Indiana. Originally built in 2016, the community was stabilized and had an approaching debt maturity. The owner sought to retire both the existing bank debt and an outstanding seller note from the initial... Read More »
Berkadia Refinances AL Community in Hawaii

Berkadia Refinances AL Community in Hawaii

by | Aug 12, 2021 2:24 pm | Financings

Berkadia Seniors Housing & Healthcare has refinanced a 123-unit assisted living community in Kailua-Kona, Hawaii, for $16.58 million. Berkadia’s Jay Healy secured the financing on behalf of the owner, who acquired the facility in August 2017 after previously managing the building on behalf of the seller.  The 35-year loan paid off an $11.7 million bridge loan that Berkadia had arranged to fund the acquisition and subsequent $4.5 million renovations, which was finished in early 2020. The borrower also used funds from the loan to pay off the remaining unsecured seller financing as well as some outstanding partnership debt. Occupancy was substantially below its potential at the time... Read More »
Berkadia Brokers HUD Refinance for Oklahoma SNF

Berkadia Brokers HUD Refinance for Oklahoma SNF

by | Jul 29, 2021 12:05 pm | Financings

Berkadia arranged a HUD refinance for a 111-bed/54-unit skilled nursing facility in Muskogee County, Oklahoma, located southeast of Tulsa. Originally built in 1974, the facility features 58 ventilator beds. Its historical occupancy had averaged 75%, but it is certainly possible that census fell below that figure during the pandemic. Jay Healy of Berkadia originated a $5.6 million loan on behalf of the undisclosed borrower.  Read More »

Stephanie Anderson Moving to Berkadia

by | Jul 2, 2021 12:01 pm | Financings

Berkadia announced the addition of Stephanie Anderson as SVP, Head of Berkadia Seniors Housing & Healthcare Operations. Ms. Anderson will work alongside SVP and Head of FHA and Berkadia Seniors Housing Finance Steve Ervin. She will be based out of Boston.  With over 25 years of experience in the senior housing space in many different roles Ms. Anderson previously served as the National Sales Director for Housing & Healthcare Finance. She has held executive level roles with Health Care REIT (now Welltower), GE Healthcare Finance and Ventas. Anderson has been on the board of both the American Seniors Housing... Read More »
Berkadia Closes Two Large Agency Financings

Berkadia Closes Two Large Agency Financings

by | May 18, 2021 4:57 pm | Financings

Berkadia announced two sizeable financings arranged for senior care clients in Portland, Oregon. The larger transaction saw Touchmark receive an $82.4 million loan through Freddie Mac to refinance its senior living community located just three miles from the center of Portland. Opened in 2018 with independent living, assisted living and memory care services, the community has around 275 units. Its construction cost was estimated at $90 million, or $326,100 per unit.   Chris Cain and Rafael Nobo secured the seven-year debt at 53% loan-to-value, putting the community’s value now at over $155.47 million, or $563,300 per unit. This was the second agency loan... Read More »
Joint Venture Acquires The Villages-Adjacent Senior Living Community

Joint Venture Acquires The Villages-Adjacent Senior Living Community

by | Mar 11, 2021 10:34 pm | Acquisitions

The Seniors Housing and Healthcare Group at Berkadia arranged the sale of a 126-unit assisted living/memory care community in Oxford, Florida. Tim Cobb and Brooks Minford handled the transaction on behalf of the undisclosed seller.   Built in 2015, the high-quality community has 134 beds and is set on a four-acre campus adjacent to The Villages. It was formerly operated by Leisure Care.   A joint venture between Inspirit Senior Living (which will operate) and two New York City-based investment and asset management firms, Venue Capital and Drake Real Estate Partners, acquired the property for $15 million, or $119,000 per... Read More »