• 3rd Quarter Investor Call

    On Thursday, October 23, The SeniorCare Investor’s Ben Swett moderated a panel featuring expert panelists Erik Lindenauer of NewPoint Real Estate Capital, Sarah Anderson of Newmark, and James Scribner of Scribner Capital. The discussion focused on the lending landscape amid improved capital markets, and expectations heading into 2026. Panelists... Read More »
  • Seniors Housing and Care M&A Activity Remains Strong Through Q3:25, Suggesting Another Potential Record Year  

    The number of publicly announced seniors housing and care acquisitions in the third quarter of 2025 totaled 205 deals, based on new acquisition data from LevinPro LTC. This represents a 13% increase from the 182 transactions disclosed in the second quarter of 2025 as well as from the 182 deals in Q3:24. Additionally, the $3.47 billion spent on... Read More »
  • REIT Acquires Full-Continuum Community

    Amy Sitzman and Giancarlo Riso of Blueprint facilitated the sale of a full continuum, Class-A asset in North Ogden, Utah. Opened in 2019, The Lodge at North Ogden has 22 independent living, 70 assisted living and 30 memory care units. The community exhibited consistently strong cash flow and historically successful operations. Plus, there is... Read More »
  • Joint Venture Continues to Grow Its Portfolio

    Blueprint represented a large, institutional private equity firm in its divestment of an assisted living and memory care community, which Benchmark Senior Living and National Development ultimately acquired. Built in 2013, the 85-unit Arbor Terrace Roseland is in Roseland, New Jersey, near New York City. It was over 91% occupied with an EBITDAR... Read More »
  • Berkadia’s Q3 Financing Activity

    Berkadia’s Seniors Housing & Healthcare platform completed over $1.54 billion in financing for seniors housing communities as of the end of the third quarter. Under the leadership of SVP, Head of FHA & Seniors Housing Finance Steve Ervin, the platform facilitated $350 million in PLG Bridge with participations, $258 million in HUD... Read More »
60 Seconds with Ben Swett: Competition For Deals in an Active M&A Market

60 Seconds with Ben Swett: Competition For Deals in an Active M&A Market

We’re not sure we have ever seen a month like this when it seemed that institutional buyers were racing to see who could announce the biggest deal. First was Welltower’s acquisition of 22 Pathway to Living communities, then came Harrison Street’s $1.2 billion purchase of 24 Oakmont communities, then Atria Senior Living acquired Holiday Retirement and Welltower jumped back in again, acquiring Holiday’s owned portfolio of 86 properties. Next, we had the Griffin American REITs 3 and 4 merging, and finally, at least of this filming, Ventas will pay $2.3 billion to purchase New Senior Investment Group. It has been a dizzying display of strength from these institutional buyers, and we are... Read More »
60 Seconds with Ben Swett: M&A Hits a High in 2021

60 Seconds with Ben Swett: M&A Hits a High in 2021

When it rains, it pours in senior care M&A. First, we noticed a significant uptick in deal activity this month, with over 30 transactions announced since June 1st. Not December’s level of activity, but we’ll take it. Then, Harrison Street announced the largest purchase in the industry in two years, spending $1.2 billion on 24 Oakmont communities. But yesterday, when we were still digesting the sale of former SNF giant Kindred Healthcare to LifePoint, Welltower made the biggest splash of all, buying Holiday Retirement’s owned portfolio of 86 independent living properties for $1.58 billion. Not only that, but Atria Senior Living will acquire the operating business of Holiday for an... Read More »
60 Seconds with Ben Swett: Competition For Deals in an Active M&A Market

Harrison Street Announces the Largest Seniors Housing Deal Since 2019

In the June issue of The SeniorCare Investor, we wondered when private equity would get off the M&A sidelines in a major way, with so much dry powder available to them. On cue, Harrison Street Real Estate Capital announced the largest seniors housing and care deal in two years, spending approximately $1.2 billion on a portfolio of 24 assisted living/memory care communities in California and Nevada. The portfolio totals 2,195 units, resulting in a per-unit price of $546,700 per unit.  Oakmont Management Group operated the whole portfolio, Healthpeak Properties owned half of the properties and California-based real estate developer Gallaher... Read More »
Healthpeak Properties Nears Seniors Housing Exit

Healthpeak Properties Nears Seniors Housing Exit

Healthpeak Properties has nearly completed its exit from the rental seniors housing business, selling another $1 billion of assets in the first quarter of 2021, according to its latest earnings release. This comes after approximately $2.5 billion of seniors housing dispositions in the fourth quarter of 2020, so they are clearly antsy to get out.   The latest tranche of divestments included 12 properties in PEAK’s SHOP portfolio operated by Oakmont Senior Living and totaling 1,043 units. At $564 million, or $540,750 per unit, it represents the largest deal of the quarter. And considering Healthpeak’s haste to get out, commanding that sort of per-unit... Read More »
Meridian Makes It Happen Down South

Meridian Makes It Happen Down South

Meridan Capital Group’s seniors housing and healthcare team secured a recapitalization refinance for an eight-property seniors housing portfolio in the Southeast. Located in South Carolina, Tennessee and Kentucky, the communities comprise 296 independent living units, 172 assisted living units and 79 memory care units for a total of 547 units. The names of the properties and total amount of the financing were not disclosed.   Dominion Senior Living developed and operated them but will stay on as operator for the new owner, Harrison Street. Meridian’s Ari Adlerstein, Ari Dobkin, Josh Simpson, Matt Lesnik and David Gottlieb negotiated the... Read More »