• State of the Healthcare M&A Market Webinar

    by | Mar 20, 2026 8:13 am | Uncategorized

    LevinPro HC convened a panel of healthcare dealmaking experts to talk about M&A trends across the healthcare services spectrum, valuation metrics, private equity activity and regulatory headwinds. The conversation also covered our latest healthcare M&A statistics. Ben Swett, Managing Editor of LevinPro HC moderated the panel, which... Read More »

  • Buyer Adds Fourth Community in Under 12 Months

    by | Mar 20, 2026 8:08 am | Acquisitions

    Unbridled Living completed its fourth acquisition in less than 12 months, adding a second seniors housing community to its Missouri footprint. Built in 2001 and most recently renovated in 2025, The Emerson at St. Peters is an independent living community with 182 units, 20 of which can flex to assisted living. It has been rebranded as Unbridled... Read More »

  • 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 »
Blueprint Closes New England Assisted Living Sale

Blueprint Closes New England Assisted Living Sale

by | Mar 20, 2019 7:01 am | Acquisitions

The husband and wife owners of an assisted living community in Dover, New Hampshire started on their path to retirement with the help of Steve Thomes of Blueprint Healthcare Real Estate Advisors. Originally a historic colonial home that was converted to assisted living, the unique community still has a bed a breakfast feel to it. However, a local operator/developer saw the chance to refurbish and expand the property, purchasing it for an undisclosed amount. The husband and wife team will remain as the operator under a lease until the development project is completed, at which point operations will transfer to the new real estate owner. The transaction closed with an assist from former... Read More »
Live Oak Bank Flourishes This Summer

Live Oak Bank Flourishes This Summer

by | Aug 31, 2018 7:02 am | Financings

Showing off its versatility, Live Oak Bank facilitated acquisition financing for two separate, and very different, transactions. First, the bank provided a cash flow balance sheet loan to support a partner buy-out at Frontier Management. Formation Capital had owned a 50% stake in the senior living operator, but with this transaction, Frontier’s founder and CEO, Greg Roderick, became the sole owner. Established in 2000, Frontier now operates 80 communities with over 6,000 independent living, assisted living and memory care units across 12 states. Second, Live Oak Bank provided a $5 million SBA 7a loan for local operator in Utah to acquire two small assisted living communities in the town of... Read More »
Live Oak Bank Growing Its Senior Care Business

Live Oak Bank Growing Its Senior Care Business

by | Jul 18, 2018 7:01 am | Financings

Still just less than a year after forming its senior care lending division (and hiring Adam Sherman of Blueprint Healthcare Real Estate Advisors as the new division’s industry expert), Live Oak Bank closed two more loans for seniors housing properties. First, working on behalf of a local owner/operator in Georgia, Live Oak provided a $5 million SBA 7a loan and a companion balance sheet loan to fund the construction of a 60-unit assisted living/memory care community in the town of Cartersville. The loans came with floating rates and fully amortize over 25 years, with no balloon payments. For the developer, this isn’t their first rodeo in northwest Atlanta (a market we have heard has seen... Read More »
Live Oak Bank Flourishes This Summer

Live Oak Bank Comes Alive In Seniors Housing Lending

by | Feb 22, 2018 4:19 pm | Developments, Financings

After launching its senior care lending division and hiring Adam Sherman (most recently of Blueprint Healthcare Real Estate Advisors and before that of RED Capital Group) as the new division’s industry expert late last year, Live Oak Bank just provided its first loan to a seniors housing property. The bank (the second-largest SBA lender in the country) closed a $3.6 million SBA 7a construction loan for a private owner/operator to build a 24-unit memory care community in Springboro, Ohio (Cincinnati MSA). It came with a 24-month interest-only period and 26-year fully amortizing term. The bank is looking to grow this business in the seniors housing space, rather than the more-regulated... Read More »