• 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 »

  • Global Real Estate Investor Enters Seniors Housing

    by | Jan 27, 2026 2:01 pm | Acquisitions

    Blueprint revisited a familiar property, selling it on behalf of a joint venture that originally purchased it through another Blueprint-led sales process. The partnership was between a global private equity firm and a seniors housing sponsor, and at the time of its acquisition, the community was struggling. But they renovated all units and common... Read More »
M&T Realty Finances Three Transactions

M&T Realty Finances Three Transactions

by | Jun 28, 2021 11:15 am | Financings

M&T Realty Capital Corporation announced its latest slew of transactions, providing nearly $36 million in financing. First, for a 95-unit assisted living/memory care community in southern Oregon, Steve Muth led the way on a $11.325 million bridge loan to support the property’s acquisition. M&T Realty financed 75% of the cost with the one-year, interest-only, adjustable-rate loan. Proceeds from the transaction will also allow for the new owner to invest $600,000 of capital improvements prior to a HUD refinance. M&T submitted the HUD application immediately and was able to use the same third-party reports for both transactions.  M&T also closed two HUD refinances,... Read More »
Greystone Handles HUD Refinance of Wisconsin SNF Portfolio

Greystone Handles HUD Refinance of Wisconsin SNF Portfolio

by | May 25, 2021 7:12 pm | Financings

Fred Levine of Greystone arranged a total of $34.96 million in HUD loans for a portfolio of five skilled nursing facilities spread across southeastern Wisconsin. Totaling 558 beds, the facilities are located in Antigo, Burlington, Manitowoc and Kenosha.   The in-state borrower, Champion Care, purchased them in 2017 and will continue with ongoing property improvements. So, to refinance existing debt and help support those improvements, they obtained 30-year debt with a low fixed interest rate from HUD.   Read More »
Berkadia Closes Two Large Agency Financings

Berkadia Closes Two Large Agency Financings

by | May 18, 2021 4:57 pm | Financings

Berkadia announced two sizeable financings arranged for senior care clients in Portland, Oregon. The larger transaction saw Touchmark receive an $82.4 million loan through Freddie Mac to refinance its senior living community located just three miles from the center of Portland. Opened in 2018 with independent living, assisted living and memory care services, the community has around 275 units. Its construction cost was estimated at $90 million, or $326,100 per unit.   Chris Cain and Rafael Nobo secured the seven-year debt at 53% loan-to-value, putting the community’s value now at over $155.47 million, or $563,300 per unit. This was the second agency loan... Read More »
Walker & Dunlop Arranges Chicagoland Refinance

Walker & Dunlop Arranges Chicagoland Refinance

by | May 14, 2021 9:18 am | Financings

Walker & Dunlop’s Joshua Rosen secured $55.68 million in HUD financing for a portfolio of three skilled nursing facilities in Chicagoland. Each loan features a term of 27 years and low, fixed rates. Chalet Living & Rehab Center, with 219 beds in Chicago, obtained a $24.64 million loan. The Grove of Evanston, with 124 beds in Evanston, received an $18.88 million loan. Finally, the 131-bed The Grove of La Grange Park in La Grange Park received a $12.16 million loan. The borrower, Cascade Capital Group, secured significant debt coverage savings as a result of the transaction.  Read More »
VIUM Capital’s Strong First Year

VIUM Capital’s Strong First Year

by | May 12, 2021 9:53 am | Financings

After forming on April 1, 2020, with industry veterans Steve Kennedy and Kass Matt at the helm, VIUM Capital has announced an impressive inaugural year of closings. Across 25 transactions involving 63 separate properties in 17 states, the firm secured more than $750 million in par volume loans. That included HUD deals, bridge loans and tax-exempt bond financings. Starting a company on April Fools’ Day in the tumultuous year of 2020 may have been a bad omen, but this transaction volume may suggest otherwise.  It helps that Messrs. Kennedy and Matt have many years and many long-standing clients in the industry, which was key to getting transactions completed in the hectic year. VIUM’s... Read More »