• New 1031 Exchange Platform Launches

    by | Mar 19, 2026 2:42 pm | Uncategorized

    A new 1031 exchange platform designed to provide advisors and their clients with access to institutional-quality real estate investments through Delaware Statutory Trusts has launched. A Fortress Investment Group affiliate, Fortress Real Estate Exchange, will initially target investments in seniors housing, student housing and multifamily... Read More »

  • Regional Operator Acquires Large Multi-State Portfolio

    by | Mar 19, 2026 1:59 pm | Acquisitions

    Senior Living Investment Brokerage announced a couple of portfolio deals this week totaling 15 separate properties. The larger deal featured 13 assisted living/memory care communities spread out in Georgia and South Carolina. Built between 1989 and 2014, the buildings have a combined 672 units, with 492 assisted living and 180 devoted to memory... Read More »

  • Oregon and Idaho Communities Sell

    by | Mar 19, 2026 1:43 pm | Acquisitions

    Blake Bozett and Spud Batt of The Zett Group sold a 48-unit independent living community in Pendleton, Oregon, on behalf of a local owner/operator who was exiting the business. Built in the 1970s, the community was well occupied but could improve its overall operations. Still, there was positive momentum in the NOI, which rose from $320,000 in... Read More »

  • Owner/Operator Purchases AL/MC Assets from Public Company

    by | Mar 19, 2026 1:42 pm | Acquisitions

    A publicly traded company sold its portfolio of eight assisted living/memory care communities located throughout Minnesota and Wisconsin, engaging Blueprint’s Kyle Hallion, Lauren Nagle and Ben Firestone to handle the deal. Each community included a smaller footprint, with 153 units total across the portfolio. The S&P 500 company owner... Read More »

  • Inland Acquires Class-A Asset

    by | Mar 18, 2026 8:48 am | Acquisitions

    Inland Real Estate Acquisitions announced its acquisition of a high-end seniors housing community in Monument, Colorado (between Colorado Springs and Denver). We heard about the Class-A transaction about six weeks prior, when Vince Viverito, Jason Punzel, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage announced their... Read More »
KeyBank and Capital Health Group Team For Success

KeyBank and Capital Health Group Team For Success

by | Feb 24, 2017 8:30 am | Acquisitions, Financings

KeyBank Real Estate Capital pulled doubly duty for its client, Capital Health Group (CHG), in arranging an acquisition loan to fund the company’s purchase of three senior living communities in southeastern Pennsylvania, and then turning around to refinance the loan through multiple Fannie Mae financings. This is not the first we have heard of CHG’s most recent acquisition. Announced in January, the sale of the Keystone Villa Portfolio was arranged by Toby Siefert, Brad Clousing and Jeff Binder of Senior Living Investment Brokerage. The three properties, located between Harrisburg and Philadelphia, were developed by the selling entity, a group of local operators in Pennsylvania looking to... Read More »
The Keys to Success

The Keys to Success

by | Jan 17, 2017 8:51 pm | Acquisitions

At a time when seniors housing values are still around a record-high (averaging nearly $200,000 per unit for assisted living and over $230,000 per unit for independent living in the four quarters ended September 30, 2016), a group of local operators in Pennsylvania is exiting the market. Of course, owning four recently built, well performing assets helps with capitalizing on value. Developed by the selling group, the Keystone Villa Portfolio is located across three campuses between Harrisburg and Philadelphia and features 509 total units. The Douglassville location was built in two phases in 2004 and 2008 as a 123-unit independent living community, but has since added in 2009 and 2013, 124... Read More »
Luxury in Fort Lauderdale

Luxury in Fort Lauderdale

by | Dec 15, 2016 8:03 pm | Developments

Luxury has come to Fort Lauderdale. A joint venture between Capital Health Group and AEW Capital Management just opened its 106-unit senior living community directly on the Intracoastal Waterway, part of a much larger development pipeline planned across 12 states. With eight stories of assisted living (86) and memory care (20) units, this community boasts a number of attractive amenities. It takes advantage of its waterfront views with an eighth-story lounge (complete with grand piano) and restaurant. Plus, there is a spa/salon, fitness center, movie theater and a waterside café. Compass Pointe Healthcare System, an affiliate of Capital Health Group, will operate the community. All roads... Read More »

Who’s building in St. Augustine?

by | Feb 4, 2015 9:38 pm | Developments

Having just purchased nine acres in St. Augustine, Florida at the end of last year, Baltimore, Maryland-based Capital Health Group (CHG), an affiliate of Capital Funding Group that purchases and operates seniors housing and care facilities, is poised to break ground early in the second quarter of 2015 on a 64-unit memory care community. Although the development cost was not disclosed, CHG is responsible for finding the debt (which will cover about 65% of the total development cost and come from an existing relationship) and will provide the bulk of the equity, with its partner, Fortress Ventures, providing a smaller percentage of equity. Capital Health will bring in its affiliated... Read More »