• Value-Add AL/MC Community Trades

    by | May 21, 2026 2:37 pm | Acquisitions

    An institutional owner decided to divest a non-core asset, and engaged Jason Punzel, Vince Viverito, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage to run the sale process. The asset is located in Hillsboro, Oregon (Portland MSA), and features 36 assisted living and memory care units, with 62 licensed beds. It was built in... Read More »

  • Brookdale Divests California Community to Public REIT

    by | May 21, 2026 2:36 pm | Acquisitions

    Blueprint was engaged by an institutional, national owner/operator in the strategic disposition of a large rental CCRC in Bakersfield, California. The 20-acre campus was developed in 1999 and provides the whole continuum of care, including independent living, assisted living, memory care and skilled nursing across three large buildings and... Read More »

  • Two Midwest Assets Trade

    by | May 21, 2026 2:34 pm | Acquisitions

    A couple of seniors housing communities traded in the Midwest, selling to a couple of growing owner/operators. First, in the Indianapolis area, The Kiser Group’s Mark Myers and SVN | Senior Living Advisors’ John Klement led the sale of a 157-unit seniors housing community featuring a mix of independent living, assisted living and memory care... Read More »

  • Assisted Living Portfolio Closes in Wisconsin

    by | May 21, 2026 2:33 pm | Acquisitions

    Bob Richards of Senior Care Realty recently completed the sale of a five-property assisted living portfolio in Wisconsin, closing the deal in multiple tranches. Richards had worked with the seller, AC Capital, for 15 years, helping them grow their portfolio over the years. AC Capital also has self-managed the communities for the last decade. Now,... Read More »

  • 60 Seconds with Swett: Here We Go Again

    by | May 20, 2026 8:33 am | 60 Seconds, Opinion

    AARP just published a report on assisted living, and all I can say is, here we go again. It concludes that “the state of assisted living today is cause for concern for many stakeholders. The lack of national federal standards for care centers creates an underregulated space.” It continues on, stating that the “absence of national oversight,... Read More »
Monticello Asset Management’s Newest Faces

Monticello Asset Management’s Newest Faces

by | Sep 15, 2017 7:00 am | Financings

Monticello Asset Management had a productive summer, hiring three experienced professionals to its staff. First off, Steven Caligor will be joining the firm as a Senior Managing Director in charge of product development, expanding banking relationships and assisting with credit and risk management. With nearly 30 years of experience, Mr. Caligor comes to Monticello most recently from Bank Hapoalim, where he led the Commercial Real Estate, Food and Commodities, and Corporate Finance loan portfolio teams. He holds an MBA in Finance and Investments and a BA in Marketing and International Business from George Washington University. Monticello also hired Corley Audorff, an eight-year veteran of... Read More »

Capital One Provides Financing To PruittHealth

by | Aug 30, 2017 7:01 am | Financings

Since the start of July, Capital One has closed a flurry of deals for seniors housing and care borrowers, and has crisscrossed the country doing so. The bank has so far provided a $27.2 million HUD refinance for three skilled nursing facilities in Tennessee, a $12 million HUD loan for a Portland, Oregon-area SNF, $77.7 million in financing for a portfolio of nine Pacifica Companies-owned seniors housing communities, and a $41.1 million first mortgage, plus a $5 million senior credit facility, on behalf of Oregon-based Prestige Care to both acquire four senior care properties and refinance three others in the Pacific Northwest. The activity continued for Capital One, when it recently helped... Read More »

Trilogy Health Services and Lancaster Pollard Meet Again

by | Aug 18, 2017 12:40 pm | Financings

Chris Blanda of Lancaster Pollard continued his work with Trilogy Health Services, recently refinancing a portfolio of 10 health campuses in Indiana with a $158.4 million HUD loan. Typical of many Trilogy-developed properties, this portfolio includes a mix of skilled nursing, rehab, assisted living, memory care and independent living units. The refinance comes with a low interest rate and pays off existing bridge loans as well as a real estate revolver that were used to acquire the properties from HCP, Inc. Mr. Blanda also previously arranged a $38.5 million refinance of four Trilogy healthcare campuses in Indiana and Kentucky back in 2014, and Lancaster Pollard also closed a $63.4 million... Read More »
Hunt Mortgage Group Hits It Out Of The Park

Hunt Mortgage Group Hits It Out Of The Park

by | Jul 28, 2017 7:01 am | Financings

Hunt Mortgage Group, a subsidiary of Hunt Companies and a commercial real estate lender, has been slowly building its seniors housing/skilled nursing business since its launch in 2015. Now, Director Jim Neil has announced the firm’s largest senior care transaction yet with a $27.6 million HUD refinance of eight skilled nursing facilities in Texas. The borrower, Senior Living Properties, significantly improved operations across the 841-bed portfolio, which consists of primarily older, rural facilities. Since taking over management in 2014, Senior Living Properties also entered the facilities in the Texas UPL program, which boosted their performance. With the refinance completed, the company... Read More »