• Brookdale Boosts Short Term Stability

    by | Jan 9, 2026 3:21 pm | Financings

    Brookdale Senior Living completed a series of financing transactions totaling approximately $600 million that refinanced all of its remaining 2026 mortgage debt and maturities, around $350 million, and a portion of 2027 mortgage debt maturities, approximately $200 million. The company also secured more fixed-rate debt, helping to cut rate risk.... Read More »

  • Ikaria Announces $1 Billion in Q4 Volume

    by | Jan 9, 2026 3:19 pm | Financings

    Ikaria Capital Group closed out a successful 2025, announcing several significant transactions in the fourth quarter that exceeded $1 billion in volume. The activity comprises financings in the seniors housing, skilled nursing and behavioral health sectors across multiple states and borrowers.  The largest deal was a $595.5 million senior... Read More »

  • PE Group Enters Oklahoma after Medicaid Rate Bump

    by | Jan 9, 2026 3:16 pm | Acquisitions

    A skilled nursing facility in Oklahoma that recently benefited from the state’s Medicaid rate bump sold to a national private equity firm looking to enter the state. Built in 1967, Maplewood Care Center features 180 beds on over three acres in Tulsa. It is located close to several major hospitals and healthcare campuses, but occupancy was sitting... Read More »

  • Community Purchased through HUD Assumption

    by | Jan 9, 2026 3:15 pm | Acquisitions

    Chad Mundy of the Knapp-Stahler Group of Marcus & Millichap sold an 82-unit assisted living/memory care community in Lewiston, Idaho. Built in phases in the early 2000s, the community featured five separate buildings, one of which was vacant after sustaining damage from a flood. As a result, occupancy was lower, based on the 89 licensed beds,... Read More »

  • The Zett Group Rounds Out Q4

    by | Jan 9, 2026 3:13 pm | Acquisitions

    The Zett Group closed out Q4 with several closings in the Pacific Northwest. First was the sale of Fox Hollow, a 58-unit seniors housing community in Eugene, Oregon. Built in 1988 and renovated in 2003, the community features 51 assisted living units and seven independent living “cottage-style” units. Set in a nice area of Eugene, it was owned by... 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 »