• Brookdale’s Portfolio Stumbles in February

    by | Mar 10, 2026 3:34 pm | Uncategorized

    Brookdale Senior Living reported its February 2026 occupancy numbers, and if the remaining cold weather months even closely resemble what the company has posted so far this winter, they will need to do some serious heavy lifting this summer to progress in its census rebound.  All of its reported occupancy figures, including consolidated and... Read More »

  • 60 Seconds with Swett: The State of the Healthcare M&A Market

    by | Mar 10, 2026 3:24 pm | 60 Seconds

    I attended the McDermott Will & Schulte Healthcare Private Equity Conference in Miami Beach last week, and the buzz mostly centered around increased investment in outpatient care, AI in healthcare and a persistent bid-ask spread that has kept healthcare M&A relatively steady, and down when comparing it to the seniors housing and care... Read More »

  • Newmark Reports Slew of February Deals

    by | Mar 10, 2026 3:23 pm | Acquisitions, Financings

    The Newmark seniors housing team reported an active February, with six investment sales and four significant debt transactions. First, outside of Chicago, the team sold Clarendale of Mokena, a 156-unit seniors housing community featuring independent living, assisted living and memory care services. The community was built in 2015 by Ryan... Read More »

  • Improving SNF Sells to Newer Skilled Nursing Entrant

    by | Mar 10, 2026 3:21 pm | Acquisitions

    A regional skilled nursing owner/operator divested one of its senior care facilities in western Nebraska after deciding to refocus its operational efforts in a more condensed regional footprint. The owner/operator engaged Michael Segal and Daniel Waldhorn of Blueprint to run the process.  Built in 1960, Monument Rehabilitation and Care... Read More »

  • AEW Capital Management Divests to Joint Venture

    by | Mar 10, 2026 3:20 pm | Acquisitions, Financings

    Berkadia Seniors Housing & Healthcare handled the sale and financing of The Sheridan of Green Oaks, which Town Lane and Arcole acquired, marking the joint venture’s fifth seniors housing investment in their inaugural $1.25 billion real estate fund. Built in 2016 by Senior Lifestyle Corporation, the Class-A community comprises 78 independent... 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 »