• Incumbent Operator Secures Two Acquisition Financings

    by | Jan 29, 2026 4:29 pm | Acquisitions, Financings

    Jay Healy and Director Andrew Lanzaro of Berkadia utilized the company’s balance sheet to provide $39.7 million of bridge-to-HUD financing for a Fort Worth-based skilled nursing owner/operator. The intent is to close the two subsequent HUD 232/223(f) refinancings in the second half of 2026. The loans facilitated the acquisition of three Texas... Read More »

  • MONTICELLOAM’s 2025 Activity

    by | Jan 29, 2026 4:27 pm | Acquisitions, Financings

    MONTICELLOAM reported its 2025 activity, completing 49 senior care and multifamily transactions totaling over $2.2 billion in bridge, mezzanine and working capital financing throughout the year. In one of the notable transactions, one of the largest financings the firm has ever completed, MONTICELLOAM funded $470.5 million in bridge and working... Read More »

  • CBRE’s Active 2025 and Q1:26 Projections

    by | Jan 27, 2026 2:05 pm | Acquisitions, Financings

    CBRE’s National Senior Housing team announced its 2025 activity, with $3.1 billion in total transaction volume. Debt originations and equity placements comprised $1.95 billion of that total, and were completed across 25 states. Meanwhile, the investment sales side closed $1.15 billion in deals, selling 27 properties across 14 states. The... Read More »

  • Underperforming AL/MC Assets Sell in Michigan

    by | Jan 27, 2026 2:02 pm | Acquisitions

    A buyer with operational expertise and capital resources acquired two seniors housing communities that were not stabilized at the time of sale. The new owner intends to stabilize performance, implement targeted management improvements and reposition the assets. Current rates are priced below local competitors, offering upside through rate... Read More »

  • Global Real Estate Investor Enters Seniors Housing

    by | Jan 27, 2026 2:01 pm | Acquisitions

    Blueprint revisited a familiar property, selling it on behalf of a joint venture that originally purchased it through another Blueprint-led sales process. The partnership was between a global private equity firm and a seniors housing sponsor, and at the time of its acquisition, the community was struggling. But they renovated all units and common... Read More »
Meridian Closes Eight More Property Transactions

Meridian Closes Eight More Property Transactions

by | Jun 29, 2021 4:20 pm | Financings

We’ve said before that Meridian Capital Group is having quite a year, but the firm just closed another $113 million in transaction volume for a total of eight senior care and healthcare properties in five states. So, they have no plans for a summer vacation, apparently. Ari Adlerstein, Ari Dobkin, Josh Simpson, Matt Lesnik, Jesse Rauch, David Gottlieb, Jacob Scott and Rafi Sod negotiated the transactions and have reached $2.8 billion in deals closed to date in 2021. The team first arranged $37 million in senior and mezzanine financing for the construction of a senior living community in South Carolina that will include 54 assisted living, 48 independent living... Read More »
Institutional Property Advisors Sells Iowa SNF Portfolio

Institutional Property Advisors Sells Iowa SNF Portfolio

by | Jun 16, 2021 10:08 am | Acquisitions, Financings

In a strategic move to build its presence in the Midwest, Beacon Health Management acquired 10 skilled nursing facilities in Iowa last month. Ryan Fleming of Institutional Property Advisors represented the seller in this $24.2 million, or $42,600 per bed, transaction. Todd Lindblom was the broker of record.  The targeted properties within the Pearl Valley Rehab & Healthcare portfolio include 568 beds and currently generate total revenue of $35 million and EBITDA of $3.5 million. That results in a 14.5% cap rate on the deal.  Occupancy across the portfolio fluctuated around 75 to 80% during the sale process. Some COVID cases towards the end of the transaction resulted in a delay in... Read More »
Meridian Capital Group Finishes May with a Flourish

Meridian Capital Group Finishes May with a Flourish

by | Jun 6, 2021 8:42 pm | Acquisitions, Financings

Meridian Capital Group is having quite the year, already with $2.7 billion in transaction volume closed to date in 2021. Most recently, the firm closed more than $390 million in deals for a combination of 42 skilled nursing, independent living, assisted living and memory care properties in nine states. Meridian’s Ari Adlerstein, Ari Dobkin, Josh Simpson, Matt Lesnik, Jesse Rauch, David Gottlieb, Jacob Scott and Rafi Sod negotiated the transactions. Maybe a well-deserved summer vacation is on the horizon now? Beaches are open.  On the M&A side, the team closed a number of sales, the largest being the $74 million sale of six skilled nursing facilities comprising 925 beds in... Read More »
Meridian Capital Group Goes All Out in April

Meridian Capital Group Goes All Out in April

by | May 7, 2021 9:31 am | Financings

April showers certainly brought a dizzying number of financings closed by the team at Meridian Capital Group, arranged for a combination of 26 assisted living and skilled nursing facilities in seven states. Ari Adlerstein, Ari Dobkin, Josh Simpson, Matt Lesnik, Jesse Rauch, David Gottlieb and Jacob Scott negotiated the transactions, which totaled $352 million. Maybe now they’ll have time to smell the May flowers.  The highlight of the two weeks was a $136 million bridge-to-HUD refinance for five facilities totaling 830 skilled nursing and 24 assisted living beds in Maryland. There were also several acquisition financings, the largest being a $62.4 million loan from a commercial bank along... Read More »
Capital Funding Group Closes Q1 In Style

Capital Funding Group Closes Q1 In Style

by | Mar 31, 2021 9:07 am | Financings

Capital Funding Group’s new off-balance sheet credit venture, CFG Credit Partners, has done it again, arranging another nine-figure bridge loan to support the acquisition of a skilled nursing portfolio. This transaction totaled $285 million. Using the funding, a nationally recognized borrower (which has worked with CFG before) was able to acquire 16 skilled nursing facilities in the Mid-Atlantic region. Erik Howard and Tim Eberhardt originated the transaction for Capital Funding Group, and Capital Funding, LLC, a subsidiary of CFG Bank, participated in the transaction.  This deal appears very similar to CFG Credit Partners’ $317.5 million bridge-to-HUD financing for Eagle Arc Partners’... Read More »