• 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 »

  • LTC Properties Gets Early Start on 2026 SHOP Acquisitions

    by | Jan 27, 2026 1:59 pm | Acquisitions

    LTC Properties started the year off with a large SHOP acquisition in Atlanta, Georgia. The portfolio comprises three seniors housing communities with nearly 400 independent living, assisted living and memory care units. The assets were built between 2014 and 2018, and were stabilized at the time of sale at 92% occupancy. LTC Properties will... Read More »

  • 1019 Senior Living Enters Another State

    by | Jan 27, 2026 1:58 pm | Acquisitions

    1019 Senior Living entered a new state through its fifth seniors housing acquisition. The Indiana-based owner/operator purchased Arden Courts at Kenwood, rebranded as Belle’s Place of Kenwood, which was previously operated by Evergreen Senior Living. Built in 2002 with a new roof added in 2016, the asset sits in Cincinnati, Ohio, in the Kenwood... Read More »
MonticelloAM Funds Large Virginia Acquisition

MonticelloAM Funds Large Virginia Acquisition

by | Mar 31, 2020 4:03 pm | Acquisitions, Financings

MonticelloAM and its affiliates just announced a large first lien debt financing to fund the acquisition of five skilled nursing facilities in Virginia. The borrower, an experienced owner/operator with an established relationship with Monticello (having received acquisition financing for several other facilities in 2019), obtained $97.2 million in debt, including an $8 million working capital loan provided to its operating companies. Monticello’s asset-based lending group, Monticello Commercial Capital, provided the working capital.   The acquisition featured 856 beds located primarily around Richmond, bringing the owner’s portfolio to a total of 1,155 licensed beds. The... Read More »
Owner/Operator Makes Big Purchase in North Carolina and Kentucky

Owner/Operator Makes Big Purchase in North Carolina and Kentucky

by | Feb 20, 2020 4:28 pm | Acquisitions

An experienced owner/operator just bought a large portfolio of skilled nursing facilities in North Carolina and Kentucky, thanks in part to first-lien debt financing provided by Monticello Asset Management and its affiliates. The acquisition involved 12 SNFs evenly split between the two states. The properties averaged a 1977 vintage, and the gross building area totaled 402,554 square feet.   There was also one skilled nursing facility already in the buyer’s portfolio that was refinanced in the deal. Altogether, there were 1,357 beds across the portfolio, bringing the buyer’s total to more than 8,750 licensed beds.  Monticello had worked... Read More »
Monticello Closes Two More First Lien Debt Financings

Monticello Closes Two More First Lien Debt Financings

by | Feb 17, 2020 6:21 am | Financings

The financings keep on flowing from Monticello Asset Management, which recently secured two more first lien debt packages for clients in the Mid-Atlantic. The Maryland transaction consisted of a $32 million loan provided to an experienced owner/operator with a portfolio of over 1,300 licensed beds to refinance its 177-bed skilled nursing facility in Cecil County (northwest Maryland). Built in 1994, the facility (through its operating company) also received a $2 million working capital loan. Then, in New Jersey, Monticello funded the acquisition of a rental CCRC in Camden County with $38 million in first lien debt. Consisting of 226 independent living units, 113 assisted living/memory care... Read More »
Monticello Finances Tennessee Transaction

Monticello Finances Tennessee Transaction

by | Feb 10, 2020 8:29 am | Financings

Monticello Asset Management and its affiliates provided $15.8 million in first lien debt to finance the acquisition of three assisted living/memory care communities in Tennessee. Totaling 126 units, the communities will also be renovated thanks to funds from this transaction. The borrower was an experienced owner/operator of seniors housing communities with a portfolio of more than 1,100 units, inclusive of recent acquisitions. This is the second Tennessee transaction closed by Monticello this month. The earlier deal consisted of $16.68 million of first lien debt for the refinance of two skilled nursing facilities and 303 total beds in the state. That transaction also included a $3 million... Read More »
Monticello Finances Two Tennessee SNFs

Monticello Finances Two Tennessee SNFs

by | Feb 4, 2020 4:19 pm | Financings

Monticello Asset Management and its affiliates provided $16.7 million in first lien debt to refinance two skilled nursing facilities in Tennessee. Totaling 303 beds, the facilities are owned by an experienced owner/operator with a portfolio of more than 4,630 licensed beds. They were built in 1969 and 1977, respectively. Monticello also had an established relationship with the borrower, having financed its acquisition of a number of facilities in the past several years across multiple transactions. This transaction also included a $3 million working capital loan to the properties’ operating companies. Monticello’s asset-based lending group, Monticello Commercial Capital, provided that... Read More »