• 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 »

  • Two Seniors Housing Sales Close

    by | May 20, 2026 8:29 am | Acquisitions

    Senior Living Investment Brokerage is continuing on its hot streak this month, closing two additional deals in Alabama and Florida. In the Alabama transaction, Dan Geraghty and Brad Clousing represented a large national owner/operator that was resizing its portfolio to concentrate on its core market. So, the company divested an assisted... Read More »

  • Selectis Health Exits Georgia

    by | May 20, 2026 8:27 am | Acquisitions

    Selectis Health, Inc. has completed its exit from Georgia with the help of Michael Segal and Daniel Waldhorn of Blueprint. In the beginning of the year, Selectis Health divested Providence of Sparta Health and Rehab and Warrenton Health and Rehab to Journey, also with the help of Segal and Waldhorn (more on that deal can be found here). The... Read More »

  • Joint Venture Divests Third Class-A Asset

    by | May 20, 2026 8:25 am | Acquisitions

    Caddis Partners and Singerman Real Estate have divested another seniors housing community, Heartis Fayetteville. This comes shortly after the joint venture’s sale of Heartis Venice and Heartis Longview. Ross Sanders, Dave Fasano, Cody Tremper and Mike Garbers of Berkadia Seniors Housing & Healthcare represented the seller in all three... Read More »

  • Bonds Issued for Independent Living Expansion

    by | May 20, 2026 8:24 am | Developments, Financings

    Ziegler closed John Knox Village’s $47.85 million Series 2026A, B-1, B-2 and B-3 bonds issued through the City of Lee’s Summit, Missouri. John Knox Village (JKV), a Missouri not-for-profit corporation, is a CCRC consisting of 1,038 independent living units, 180 assisted living units and 121 skilled nursing beds. This transaction marks JKV’s... Read More »

Aron Will and Avanti Senior Living

by | May 5, 2017 7:00 am | Developments, Financings

Plans for an Avanti Senior Living community in Covington, Louisiana (New Orleans MSA) have been in the works for several years. Now, it is one step closer, with Aron Will of CBRE arranging a $14 million construction loan to fund the project. A regional bank provided the financing, which features a four year, floating rate term and 48 months of interest only. Avanti is developing the project in a joint venture with Iron Point Partners, an investment manager that manages several real estate private equity funds. Designed with the local style in mind, the planned community will resemble a large manor house, featuring 60 assisted living units and 50 memory care units. Adding to its appeal, the... Read More »

RED funds Avanti’s growth

by | Jun 26, 2015 8:29 am | Developments, Financings

Avanti Senior Living, which is developing five senior living communities in the Southeast (three in Texas and two in Louisiana) turned to RED Capital Partners to help fuel its construction pipeline, receiving a second $13.8 million balance sheet construction loan to build a 90-unit assisted living/memory care community in Flower Mound, Texas. The community will feature 50 units of assisted living and 40 units devoted to memory care, and represents Avanti’s third project to break ground under its joint venture with an affiliate of real estate fund manager, Iron Point Partners. Last December, RED also arranged a $13.5 million balance sheet construction loan for Avanti to construct a 90-unit... Read More »

Berkadia secures $93 million in financing

by | Jun 12, 2015 8:57 am | Financings

We wrote last month of ROC Seniors Housing Fund Manager’s purchase of 14 senior living properties with 1,038 units from a joint venture between Iron Point Partners and Meridian Senior Living for an undisclosed price. The portfolio was mostly assisted living (719 units), with 208 memory care units and 111 independent living units as well. To fund the acquisition, ROC turned to Berkadia to arrange an $84 million, three-year floating-rate loan through BBVA Compass Bank. Berkadia also contributed $20 million of the overall financing through its Proprietary Bridge Lending Platform. In addition, earlier this year ROC purchased a 76-unit assisted living and memory care community in Canton, Ohio,... Read More »

ROC’s busy 2015

by | May 13, 2015 11:27 am | Acquisitions

It’s been a busy 2015 for ROC Seniors Housing Fund Manager, which is part of Salt Lake City-based Bridge Investment Group Advisors. So far this year, ROC has acquired 21 senior living communities in nine different states, totaling 2,247 units, coming on the heels of a 14-property, $230 million-deal announced in September 2014. Not all of the 2015 transactions had revealed prices, but the price per units ranged from $77,700 per unit for a 345-unit senior living community in Glendale, Arizona, up to $246,700 per unit for a portfolio of 4 assisted living communities in Texas. The most recent transaction, announced last week, was the purchase of 14 senior living properties (with 1,038 units of... Read More »