• Value-Add AL/MC Community Trades

    by | May 21, 2026 2:37 pm | Acquisitions

    An institutional owner decided to divest a non-core asset, and engaged Jason Punzel, Vince Viverito, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage to run the sale process. The asset is located in Hillsboro, Oregon (Portland MSA), and features 36 assisted living and memory care units, with 62 licensed beds. It was built in... Read More »

  • Brookdale Divests California Community to Public REIT

    by | May 21, 2026 2:36 pm | Acquisitions

    Blueprint was engaged by an institutional, national owner/operator in the strategic disposition of a large rental CCRC in Bakersfield, California. The 20-acre campus was developed in 1999 and provides the whole continuum of care, including independent living, assisted living, memory care and skilled nursing across three large buildings and... Read More »

  • Two Midwest Assets Trade

    by | May 21, 2026 2:34 pm | Acquisitions

    A couple of seniors housing communities traded in the Midwest, selling to a couple of growing owner/operators. First, in the Indianapolis area, The Kiser Group’s Mark Myers and SVN | Senior Living Advisors’ John Klement led the sale of a 157-unit seniors housing community featuring a mix of independent living, assisted living and memory care... Read More »

  • Assisted Living Portfolio Closes in Wisconsin

    by | May 21, 2026 2:33 pm | Acquisitions

    Bob Richards of Senior Care Realty recently completed the sale of a five-property assisted living portfolio in Wisconsin, closing the deal in multiple tranches. Richards had worked with the seller, AC Capital, for 15 years, helping them grow their portfolio over the years. AC Capital also has self-managed the communities for the last decade. Now,... Read More »

  • 60 Seconds with Swett: Here We Go Again

    by | May 20, 2026 8:33 am | 60 Seconds, Opinion

    AARP just published a report on assisted living, and all I can say is, here we go again. It concludes that “the state of assisted living today is cause for concern for many stakeholders. The lack of national federal standards for care centers creates an underregulated space.” It continues on, stating that the “absence of national oversight,... 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 »