• Brookdale’s Portfolio Stumbles in February

    by | Mar 10, 2026 3:34 pm | Uncategorized

    Brookdale Senior Living reported its February 2026 occupancy numbers, and if the remaining cold weather months even closely resemble what the company has posted so far this winter, they will need to do some serious heavy lifting this summer to progress in its census rebound.  All of its reported occupancy figures, including consolidated and... Read More »

  • 60 Seconds with Swett: The State of the Healthcare M&A Market

    by | Mar 10, 2026 3:24 pm | 60 Seconds

    I attended the McDermott Will & Schulte Healthcare Private Equity Conference in Miami Beach last week, and the buzz mostly centered around increased investment in outpatient care, AI in healthcare and a persistent bid-ask spread that has kept healthcare M&A relatively steady, and down when comparing it to the seniors housing and care... Read More »

  • Newmark Reports Slew of February Deals

    by | Mar 10, 2026 3:23 pm | Acquisitions, Financings

    The Newmark seniors housing team reported an active February, with six investment sales and four significant debt transactions. First, outside of Chicago, the team sold Clarendale of Mokena, a 156-unit seniors housing community featuring independent living, assisted living and memory care services. The community was built in 2015 by Ryan... Read More »

  • Improving SNF Sells to Newer Skilled Nursing Entrant

    by | Mar 10, 2026 3:21 pm | Acquisitions

    A regional skilled nursing owner/operator divested one of its senior care facilities in western Nebraska after deciding to refocus its operational efforts in a more condensed regional footprint. The owner/operator engaged Michael Segal and Daniel Waldhorn of Blueprint to run the process.  Built in 1960, Monument Rehabilitation and Care... Read More »

  • AEW Capital Management Divests to Joint Venture

    by | Mar 10, 2026 3:20 pm | Acquisitions, Financings

    Berkadia Seniors Housing & Healthcare handled the sale and financing of The Sheridan of Green Oaks, which Town Lane and Arcole acquired, marking the joint venture’s fifth seniors housing investment in their inaugural $1.25 billion real estate fund. Built in 2016 by Senior Lifestyle Corporation, the Class-A community comprises 78 independent... Read More »
Pennsylvania Provider Finances for the Future

Pennsylvania Provider Finances for the Future

by | Dec 18, 2018 4:07 pm | Financings

HJ Sims met Phoebe Ministries’ capital needs with a taxable financing provided by Citizens Bank. A not-for-profit senior care provider with locations in seven Pennsylvania counties, Phoebe Ministries recently purchased a 38-acre property in Emmaus (near Allentown) to convert the existing office building there into seniors housing. That came to a cost of $12 million. Phoebe Ministries also planned about $4.5 million of capital improvements at its Berks location. To cover those combined costs, plus about $1.5 million in funded interest and financing costs, HJ Sims arranged $18 million in interim financing which will be repaid with permanent financing in 12 to 24 months. Read More »
HJ Sims Heads to Hudson

HJ Sims Heads to Hudson

by | Apr 12, 2017 7:02 am | Financings

Interest rates are on the rise, as Janet Yellen moves to end an era of unprecedented stimulative monetary police. With that shift likely coming, borrowers will look to take advantage of low interest rates now. That was clearly on the mind of the owners of a 150-acre not-for-profit CCRC in northeast Ohio, who worked with HJ Sims to arrange a $32 million debt modification. Opened in 1989 in the town of Hudson (Akron/Cleveland MSA), the community features 225 independent living units, 66 IL villas, 59 assisted living units and 75 skilled nursing beds, in addition to a host of amenities like three on-site restaurants, a pub, fitness/aquatic center, three stocked fishing lakes and a three-hole... Read More »