• 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 »
Dissecting the Jump in Average Assisted Living Values

Dissecting the Jump in Average Assisted Living Values

by | Oct 30, 2019 5:51 am | Statistics

It’s amazing the difference that one deal can make. We are talking about Welltower’s $1.76 billion sale of its entire Benchmark Senior Living portfolio to KKR and its impact on the average private per assisted living unit sold in the most recent four quarters. That sale, which came in at $425,400 per unit across the 48 properties, pushed the sector’s weighted average up to $252,900 per unit, a 23% increase from the most recent four-quarter period ($205,900 per unit) and 36% from calendar year 2018 ($186,400 per unit), according to The Seniors Housing Acquisition & Investment Report. We should note that this average is likely to change as more deals from 2019 float to the surface, and... Read More »
Deals Down So Far in 2017

Deals Down So Far in 2017

by | May 24, 2017 7:00 am | Opinion, Statistics

Long-term care has experienced a dip in M&A, but after nearly three straight years of 80+ transactions per quarter (starting in Q3:2014 with 83), with a couple exceptions, it is about time the M&A juggernaut slows down a bit. The first quarter’s volume fell to 76 deals, down from 93 in the previous quarter and from 84 in the year-ago quarter. And as of May 23, 2017, deal volume has so far not kept pace compared with the same period in 2016 with just 118 long-term care transactions recorded compared with 145 in 2016, a 19% difference. However, spending has nearly doubled (to $7.52 billion so far in 2017 from $4.37 billion in 2016), thanks to a few large deals that were announced in... Read More »

Sentio Healthcare Properties Agrees To Sell

by | May 5, 2017 7:02 am | Acquisitions

In breaking news, Kayne Anderson Real Estate Advisors announced that it entered into a definitive merger agreement to buy Sentio Healthcare Properties, which is partly owned by KKR (NYSE: KKR), in a transaction valued at $825 million.  Kayne is paying $14.37 per Sentio share in cash about 11.5 million shares) with some upward adjustments that will most likely take the price to $14.65, with the deal expected to close in the third quarter. Sentio is a public, non-traded REIT that owns a mix of seniors housing properties and MOBs. Citigroup Global Markets and Holliday Fenoglio Fowler (nice month they are having) were the financial advisors to Kayne, and Robert A. Stanger & Co. and UBS... Read More »

Decker joins Board of Directors

by | Oct 2, 2015 8:30 am | Opinion

Brookdale Senior Living announced that its Board of Directors appointed Daniel Decker as a Class I director and as the Non-Executive Chairman of the Board, effective October 1. Mr. Decker previously served on the boards of several REITs and other seniors housing companies, including Omega Healthcare Investors, Sentio Healthcare Properties, Health Care REIT (now Welltower) and Forum Group. Recently, he joined with KKR and Beecken Petty O’Keefe & Company to acquire the operations of Sunrise Senior Living in 2013. Mr. Decker will succeed Jeffrey Leeds in his position as Non-Executive Chairman of the Board. Read More »