• Not-for-Profit to Expand Its California CCRC

    by | Apr 7, 2026 4:21 pm | Financings

    Ziegler announced the closing of Odd Fellows Home of California’s $101.7 million Series 2026AB bonds through the California Statewide Communities Development Authority. This financing marks Ziegler’s first with Odd Fellows Home of California.  Odd Fellows Home of California, a California not-for-profit public benefit corporation,... Read More »

  • Joint Venture Secures Refinance for Full-Continuum Community

    by | Apr 7, 2026 4:21 pm | Financings

    CBRE National Senior Housing refinanced Harvard Square by Cogir, a full-continuum seniors housing community in Colorado owned by funds managed by affiliates of Fortress Investment Group and operated by Cogir Senior Living. Built in 1982 and significantly renovated several times over the last 10 years, the community has 41 independent living, 144... Read More »

  • Chartwell Retirement Residences Completes Portfolio Acquisition

    by | Apr 7, 2026 4:20 pm | Acquisitions

    Chartwell Retirement Residences completed its previously announced purchase of six seniors housing communities spread throughout London (three), Dorchester, Waterloo and Mississauga in Ontario, Canada. The purchase price at closing totaled approximately CAD$416.2 million, or US$30 million. An additional CAD$15.8 million, or USD$11.36 million, is... Read More »

  • Class-A AL/MC Communities Trade on Long Island

    by | Apr 7, 2026 4:18 pm | Acquisitions, Financings

    BWE Investment Sales’ Seniors Housing Team announced its involvement in the sale of Village Green Senior Living and Village Walk Senior Living, both in high barrier-to-entry locations on Long Island. BWE represented the seller, The D&F Development Group, in the disposition of the Class-A assets, which had the goal of building, leasing up and... Read More »

  • SLIB Tops $1 Billion in Texas Transactions

    by | Apr 7, 2026 4:17 pm | Acquisitions

    Senior Living Investment Brokerage and Matthew Alley topped $1 billion in transaction volume in the state of Texas following the sale of a portfolio of four skilled nursing facilities. The Cascades Portfolio features a combined 647 beds and locations in Port Arthur (two), Houston and Galveston. The facilities were built from 1955 to 1993, with... Read More »
REITs Are Moving Assets Again

REITs Are Moving Assets Again

by | Jun 12, 2019 7:01 am | Acquisitions

Just when we thought it was safe to go outside again, it was revealed that Welltower had transferred the operations of 20 memory care and Alzheimer’s communities from one of its formerly favored tenants, Silverado Senior Living, to a formerly much smaller tenant, Frontier Management. These 20 properties represent 50% of Silverado’s memory care operations, and the transition is obviously a serious blow. To say that people were shocked by this development would be an understatement. Of the 20 properties, 11 are located in Texas and the rest scattered among four other western and midwestern states. We understand that sometimes a REIT or a lender has to make difficult decisions to protect its... Read More »
Frontier Management Sells The Frontier Four

Frontier Management Sells The Frontier Four

by | Mar 8, 2019 7:00 am | Acquisitions

Frontier Management just sold four of its Pacific Northwest seniors housing communities to a publicly-traded REIT but won’t be exiting entirely. In addition to continuing as the operator, Frontier also retained a joint venture ownership interest in the portfolio. Totaling 139 assisted living and memory care units (244 beds), these communities are located in Burlington and Oak Harbor, Washington, and the greater Portland, Oregon MSA. They were well occupied and of institutional quality too, which clearly attracted the REIT buyer. Matthew Whitlock of CBRE National Senior Housing represented Frontier and arranged a successful outcome for them. Read More »
Hunt Real Estate Capital Rises in Phoenix

Hunt Real Estate Capital Rises in Phoenix

by | Feb 22, 2019 7:02 am | Acquisitions, Financings

Nearly a year on from its departure from RED Capital Group, the Kathryn Burton Gray-led team at Hunt Real Estate Capital closed a $7.0 million bridge loan to fund the acquisition of a 44-unit memory care community in Phoenix, Arizona. Brady Johnson originated the deal, with help from Ms. Burton Gray and Michael Jones, working on behalf of the joint venture buyer that consisted of CALCAP Real Estate Advisors, a California-based real estate investment firm, and Greg Roderick, President and CEO of Frontier Management. This is CALCAP’s first foray into seniors housing, and they will certainly benefit from Mr. Roderick’s operating experience. Built in 2000 but renovated in 2016, the community... Read More »
Frontier Moving Forward With Financing From Columbia Pacific Advisors

Frontier Moving Forward With Financing From Columbia Pacific Advisors

by | Sep 6, 2018 3:27 pm | Financings

Fresh off of Frontier Management’s ownership restructuring, it was business as usual for the firm, which obtained financing for its newly opened standalone memory care community in Tucson, Arizona. Columbia Pacific Advisors, though its bridge lending platform, CPIF Lending, provided the $6.225 million loan, with a 24-month interest only term and a 12-month extension, to refinance the original construction financing on the 48-unit community. The transaction allows Frontier to continue stabilizing the community and pursue its next development project. The loan, which Frontier expects to pay off within 18 months, was underwritten at a loan-to-value of 66%, but that goes down to 56% upon... Read More »
Live Oak Bank Flourishes This Summer

Live Oak Bank Flourishes This Summer

by | Aug 31, 2018 7:02 am | Financings

Showing off its versatility, Live Oak Bank facilitated acquisition financing for two separate, and very different, transactions. First, the bank provided a cash flow balance sheet loan to support a partner buy-out at Frontier Management. Formation Capital had owned a 50% stake in the senior living operator, but with this transaction, Frontier’s founder and CEO, Greg Roderick, became the sole owner. Established in 2000, Frontier now operates 80 communities with over 6,000 independent living, assisted living and memory care units across 12 states. Second, Live Oak Bank provided a $5 million SBA 7a loan for local operator in Utah to acquire two small assisted living communities in the town of... Read More »