• New 1031 Exchange Platform Launches

    by | Mar 19, 2026 2:42 pm | Uncategorized

    A new 1031 exchange platform designed to provide advisors and their clients with access to institutional-quality real estate investments through Delaware Statutory Trusts has launched. A Fortress Investment Group affiliate, Fortress Real Estate Exchange, will initially target investments in seniors housing, student housing and multifamily... Read More »

  • Regional Operator Acquires Large Multi-State Portfolio

    by | Mar 19, 2026 1:59 pm | Acquisitions

    Senior Living Investment Brokerage announced a couple of portfolio deals this week totaling 15 separate properties. The larger deal featured 13 assisted living/memory care communities spread out in Georgia and South Carolina. Built between 1989 and 2014, the buildings have a combined 672 units, with 492 assisted living and 180 devoted to memory... Read More »

  • Oregon and Idaho Communities Sell

    by | Mar 19, 2026 1:43 pm | Acquisitions

    Blake Bozett and Spud Batt of The Zett Group sold a 48-unit independent living community in Pendleton, Oregon, on behalf of a local owner/operator who was exiting the business. Built in the 1970s, the community was well occupied but could improve its overall operations. Still, there was positive momentum in the NOI, which rose from $320,000 in... Read More »

  • Owner/Operator Purchases AL/MC Assets from Public Company

    by | Mar 19, 2026 1:42 pm | Acquisitions

    A publicly traded company sold its portfolio of eight assisted living/memory care communities located throughout Minnesota and Wisconsin, engaging Blueprint’s Kyle Hallion, Lauren Nagle and Ben Firestone to handle the deal. Each community included a smaller footprint, with 153 units total across the portfolio. The S&P 500 company owner... Read More »

  • Inland Acquires Class-A Asset

    by | Mar 18, 2026 8:48 am | Acquisitions

    Inland Real Estate Acquisitions announced its acquisition of a high-end seniors housing community in Monument, Colorado (between Colorado Springs and Denver). We heard about the Class-A transaction about six weeks prior, when Vince Viverito, Jason Punzel, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage announced their... Read More »
KeyBank Secures Financing For Six Heartis Properties

KeyBank Secures Financing For Six Heartis Properties

by | Jul 13, 2021 12:57 pm | Financings

KeyBank Real Estate Capital secured $105.9 million in financing to recapitalize a portfolio of six assisted living/memory care communities operating under the Heartis brand, on behalf of their owner, Caddis Partners. The financing structure consists of an $80 million syndicated senior credit facility and a $25.96 million mezzanine loan provided by an institutional partner. The portfolio has a combined 631 units and 642 total beds, including both assisted living and memory care services. Five Heartis properties are located in Clear Lake, Longview, San Antonio, Arlington and Waco, Texas, while the sixth property is located in Peoria, Illinois. This financing will allow for stabilization of... Read More »
The Assisted Living Investors Speak

The Assisted Living Investors Speak

by | Nov 9, 2017 8:23 pm | Opinion

On November 9, 2017, we held a webinar titled “Assisted Living: Buying, Selling and Valuing in a Market Peak,” which you can watch here. Over the course of 90 minutes, our Editor, Steve Monroe, led a discussion featuring Jeff Binder of Senior Living Investment Brokerage, Kevin Kreshover of KeyBanc Capital Markets, Chris Kronenberger of Blue Moon Capital Partners, and Chris Wettig of Legend Senior Living, covering topics that varied from selling AL communities in today’s market, to the added value of adding memory care to an AL community, to whether it is cheaper to build or buy now. And of course, are we currently in, passed, or heading towards a market peak? The webinar yielded some... Read More »