• 60 Seconds with Swett: Navigating the Next Five Years in Seniors Housing M&A

    by | Dec 2, 2025 3:48 pm | 60 Seconds

    Are we entering the golden age of seniors housing? Next year, the first baby boomers will start turning 80, and with the current lack of new construction, occupancy rates are already rising before the real demographic wave hits. Many investors, both veterans and those new to our space, will feel pressure to grow their seniors housing holdings to... Read More »

  • Blackstone Sheds Another Asset from Its Seniors Housing Portfolio

    by | Dec 2, 2025 3:47 pm | Acquisitions

    Blueprint handled a couple of sales in Florida and Nevada. The first in Florida involved a global private equity firm selling a 145-unit assisted living and memory care community in Boca Raton, Florida. Ben Firestone, Dillon Rudy and Jacob Ghel of Blueprint facilitated The Atrium at Boca Raton’s ownership transfer. The community presented certain... Read More »

  • CareTrust REIT Establishes SHOP Platform

    by | Dec 2, 2025 3:44 pm | Acquisitions

    Three Texas seniors housing communities with 270 assisted living and memory care units were acquired by CareTrust REIT, Inc. The publicly traded REIT purchased the communities for $40 million, or $148,100 per unit. This marks the first investment of CareTrust’s SHOP platform. The communities were 86% occupied at the time of acquisition and will... Read More »

  • Ensign Grows Through Separate Transactions in Three States

    by | Dec 2, 2025 3:43 pm | Acquisitions

    The Ensign Group, Inc. increased its portfolio through three separate acquisitions in Kansas, Arizona and Colorado. The publicly traded provider expanded its growing Midwest footprint through its Kansas acquisition of the real estate and operations of Willow Point Rehabilitation and Nursing Center, a 45-bed skilled nursing facility in Kansas... Read More »

  • Developer/Operator Divests to PE Firm

    by | Dec 2, 2025 3:42 pm | Acquisitions

    A developer and operator sold Rivertown Ridge, a Class-A seniors housing community in the Grand Rapids suburb of Wyoming, Michigan, to a private equity firm. This community, built in 2020, features 152 units of independent living, assisted living and memory care, and has exhibited strong performance.  The seller, Redstone Homes, was... Read More »
Berkshire Seniors Housing Fund I Makes First Acquisition

Berkshire Seniors Housing Fund I Makes First Acquisition

by | Jul 28, 2021 9:17 am | Acquisitions

In addition to its active investment in development, Berkshire Residential Investments, through its Berkshire Seniors Housing Fund I, has made its first purchase of an existing seniors housing community. The Senior Housing Investments Group, which Matthew Whitlock joined as Chief Investment Officer in May 2019, currently has six projects currently under construction and two others that have recently opened. But this is its first acquisition of an open community, and likely not the last.  Set on 11.4 acres in Clearwater, Florida, the community has 57 assisted living and 25 memory care units. A not-for-profit organization built it in 2012 and included an impressive array of... Read More »
Preparing for the Future of Seniors Housing

Preparing for the Future of Seniors Housing

by | Oct 21, 2019 10:15 am | Opinion

On October 15th, subscribers to The SeniorCare Investor and members of the American Seniors Housing Association (ASHA) met at the Duane Morris offices in New York City to discuss a topic relevant to many of our readers: the future of the seniors housing market in the 2020s and beyond. Where do you begin on a topic like that? Well, Steve Monroe led a panel discussion with Wayne Kaplan of Premier Senior Living Group, Matthew Whitlock of Berkshire Residential Investments, Jeffrey Sands of HJ Sims, Steven Krieger of Engel Burman and Meredith Oppenheim, an industry expert and alum of Sunrise Senior Living and Ventas. The conversation was wide ranging, but here were some of the key takeaways:... Read More »