• Focus Healthcare Partners Acquires Bankrupt CCRC

    by | Feb 2, 2026 10:01 am | Acquisitions

    A judge approved a $133 million bid by Focus Healthcare Partners through Focus SH Acquisitions LLC to acquire a 495-unit CCRC in Houston, Texas. Previously owned by the not-for-profit Buckingham Senior Living Community Inc., The Buckingham had filed for bankruptcy protection in November 2025.  Focus’s bid includes... Read More »

  • Incumbent Operator Secures Two Acquisition Financings

    by | Jan 29, 2026 4:29 pm | Acquisitions, Financings

    Jay Healy and Director Andrew Lanzaro of Berkadia utilized the company’s balance sheet to provide $39.7 million of bridge-to-HUD financing for a Fort Worth-based skilled nursing owner/operator. The intent is to close the two subsequent HUD 232/223(f) refinancings in the second half of 2026. The loans facilitated the acquisition of three Texas... Read More »

  • MONTICELLOAM’s 2025 Activity

    by | Jan 29, 2026 4:27 pm | Acquisitions, Financings

    MONTICELLOAM reported its 2025 activity, completing 49 senior care and multifamily transactions totaling over $2.2 billion in bridge, mezzanine and working capital financing throughout the year. In one of the notable transactions, one of the largest financings the firm has ever completed, MONTICELLOAM funded $470.5 million in bridge and working... Read More »

  • CBRE’s Active 2025 and Q1:26 Projections

    by | Jan 27, 2026 2:05 pm | Acquisitions, Financings

    CBRE’s National Senior Housing team announced its 2025 activity, with $3.1 billion in total transaction volume. Debt originations and equity placements comprised $1.95 billion of that total, and were completed across 25 states. Meanwhile, the investment sales side closed $1.15 billion in deals, selling 27 properties across 14 states. The... Read More »

  • Underperforming AL/MC Assets Sell in Michigan

    by | Jan 27, 2026 2:02 pm | Acquisitions

    A buyer with operational expertise and capital resources acquired two seniors housing communities that were not stabilized at the time of sale. The new owner intends to stabilize performance, implement targeted management improvements and reposition the assets. Current rates are priced below local competitors, offering upside through rate... Read More »
CBRE doubles down

CBRE doubles down

by | Sep 14, 2016 7:31 am | Acquisitions, Financings

CBRE pulled double duty with its last transaction, arranging and funding an acquisition of a 76-unit assisted living/memory care community in the Philadelphia area. Lisa Widmier and Matthew Whitlock handled the sale on behalf of the previous owner. This was built in 2013 at a cost of about $250,000 per unit, and a joint venture between Sage Senior Living and an institutional partner acquired it for just over $400,000 per unit. Aron Will arranged a non-recourse, five-year floating-rate loan, with 36 months of interest only, from a regional bank. Sage Senior Living will take over management. Read More »

From the rumor mill

by | Sep 9, 2016 8:31 am | Acquisitions

We have heard that a joint venture between Capitol Seniors Housing and Formation-Shelbourne Partners may have sold an assisted living and memory care community outside of Philadelphia to a private equity firm. Pricing has not been disclosed yet, but we understand that it could have been close to $400,000 per unit for the newly built community. Lisa Widmier and Matthew Whitlock of CBRE represented the seller, and Aron Will of CBRE arranged a five-year floating rate loan for the buyer, with three years of interest only. It looks like this is a case of buying a state-of-the-art community in a good market. Details to follow. Read More »
Development for Denver joint venture

Development for Denver joint venture

by | Aug 26, 2016 8:31 am | Developments, Financings

A joint venture between three different parties enlisted the help of Aron Will from CBRE to help finance a to-be-built senior living community in Denver, Colorado. Blue Moon Capital Partners, MGL Partners and Leisure Care are set to break ground in September on a 163-unit independent living, assisted living and memory care community located near the heart of the Denver Tech Center. Mr. Will secured a $28.7 million, non-recourse floating rate loan, with a six-year term and 48 months of interest only, provided by a regional bank. The community is set to open in Spring 2017. Read More »
Financing the future

Financing the future

by | Aug 17, 2016 8:30 am | Acquisitions, Financings

We wrote earlier this month of Capitol Seniors Housing’s large acquisition in the Seattle area, which involved four communities and some 368 units of assisted and independent living for a purchase price of $78 million, or $211,957 per unit. It turns out Aron Will of CBRE financed the transaction on behalf of the joint venture between Capitol Seniors Housing and The Carlyle Group. Mr. Will secured more than $60 million in non-recourse, floating-rate financing, with a five-year term and 36 months of interest only. Approximately $51.9 million of the loan will go towards financing the acquisition, and another $8 million will be allocated for planned capital improvements. The properties were... Read More »

San Diego Solution

by | Aug 12, 2016 1:22 pm | Financings

Aron Will of CBRE closed his latest transactions for two separate borrowers in the San Diego area. First, Mr. Will and Kevin Randles arranged a fixed rate Fannie Mae loan to refinance an 84-unit independent living community in San Diego. The owner/operator, Ray Stone Inc., had managed the community since 2005. Then, The Grant Companies refinanced the recently stabilized 102-unit independent/assisted living Phase II of its Ridge at Lantern Crest campus. Mr. Will worked with Bill Chiles and Scott Peterson on this transaction. CBRE also refinanced Phase I with a Freddie Mac loan back in 2014. Read More »