• 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 »

CFG Capital Markets Advises on Seniors Housing Sale

by | May 10, 2017 7:00 am | Acquisitions

We typically see Capital Funding Group in the financing side of the business, boasting a steady stream of agency and bridge loan closings of late. But CFG Capital Markets, its investment banking and securities subsidiary, has just announced they represented the seller in its disposition of two seniors housing communities operated by Oxford Senior Living. Located in Derby, Kansas (Wichita MSA), the 48-unit stand-alone memory care community was built in two phases in 2011 and 2013. The McKinney, Texas community features 73 units of assisted living and memory care, and only just opened in January 2017 at a cost of $15 million, or $205,500 per unit. Understandably, it is still in lease-up, at... Read More »
Recap with MidCap

Recap with MidCap

by | Jan 11, 2017 8:31 am | Financings

A few years after acquiring an independent living community in Payson, Arizona (located in the middle of the Tonto National Forest), Compass Senior Living is refinancing the property, with the help of MidCap Financial. Originally built in 2006 by a not-for-profit operator, this 50-unit community was eventually sold to Compass in 2014. Since then, occupancy and operating margin have improved, and the property’s value, thus, increased. The $4.5 million floating rate loan came with a three-year term and not only refinanced existing debt, but also recaptured equity that was originally committed to the 2014 acquisition. Read More »
MidCap acquires HUD lender Pineview

MidCap acquires HUD lender Pineview

by | Jun 22, 2016 8:31 am | Acquisitions, Financings

With HUD transaction volume expected to rise in the senior care industry, following the recent debt-seasoning requirement (among other) changes, it’s no wonder MidCap Financial wants to establish a presence there in acquiring Pineview Capital Group, an experienced Denver-based HUD lender. With the benefit of its balance sheet, MidCap already boasts an array of services, including life sciences loans, first mortgage financing and mezzanine debt, ranging in size from $5 million to $100 million. This is also an opportunity to expand Pineview’s lending capabilities to a larger client base. The goal of the transaction is for both teams to become the single point of contact for borrowers through... Read More »

MOB to Senior Living?

by | Apr 15, 2015 7:52 pm | Developments

Monarch Senior Living is trying something new in seniors housing development. The company acquired a vacant 17,800 square-foot medical office building (MOB) in La Jolla, California for $7.115 million, which it plans to convert into a 26-unit/44-bed memory care community. Monarch will own the community with Menlo Park, California-based real estate equity sponsor HG Capital, and will also manage it upon completion. To fund both the purchase and the repurposing of the building, Aaron Beck of NorthMarq Capital arranged a five-year $9.96 million first mortgage loan for Monarch. The financing featured interest-only payments, a floating rate and minimal recourse so as to give the joint venture... Read More »