• Brookdale Occupancy Stalls

    by | Dec 9, 2025 3:28 pm | Uncategorized

    Brookdale Senior Living released its November occupancy results, and its census growth has stalled this Fall. In its consolidated portfolio, weighted average occupancy fell by 10 basis points from 82.6% in October to 82.5% in November, while month-end occupancy dropped more significantly from 83.7% to 83.4%. Same-community results were not... Read More »

  • Well-Performing Facility Sells for Strong Price

    by | Dec 9, 2025 3:27 pm | Acquisitions

    A rare skilled nursing and behavioral health facility in Tucson, Arizona, sold for a strong price to a partnership between a regional healthcare equity investor and a national skilled nursing operator. Featuring more than 140 beds, the facility is licensed by the state for both medical and behavioral health services, being the only SNF in the... Read More »

  • AL Community with Attached SNF Trades

    by | Dec 9, 2025 3:26 pm | Acquisitions

    An assisted living community with an attached, vacant 65-bed skilled nursing facility in Faribault, Minnesota, sold with the help of Ray Giannini of Marcus & Millichap. Built in 1998, Pleasant View Estates features 36 units and a 75% elderly waiver census. The community was well-occupied and operated at a strong margin. It was previously... Read More »

  • Regional Bank Funds Dallas Development

    by | Dec 9, 2025 3:25 pm | Developments, Financings

    Construction projects, although rare, can still get done these days. Tremper Capital Group successfully secured an $84 million non-recourse loan from a regional bank to fund a development in the Dallas, Texas MSA. The 164-unit independent living, assisted living and memory care project is being built by Harbert South Bay Partners in the... Read More »

  • UMRH Expands Two CCRCs in North Carolina

    by | Dec 9, 2025 3:24 pm | Financings

    Ziegler closed The United Methodist Retirement Homes’ (UMRH) $92.125 million Series 2025A, 2025B and 2025C bonds. UMRH is a North Carolina-based not-for-profit corporation that owns and operates three CCRCs in North Carolina: Croasdaile Village Retirement Community in Durham, Wesley Pines Retirement Community in Lumberton, and Cypress Glen... 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 »