• NHI Acquires Nine Communities

    by | Feb 3, 2026 3:47 pm | Acquisitions

    National Health Investors made a large SHOP purchase, adding nine communities consisting of 460 total units across Kentucky, South Carolina and Tennessee. The properties will be managed by Allegro Living Management, an affiliate of Spring Arbor Management. NHI has an existing relationship with Spring Arbor totaling approximately $227 million in... Read More »

  • Ensign Increases Its Footprint in Three States

    by | Feb 3, 2026 3:44 pm | Acquisitions

    The Ensign Group and its captive real estate company, Standard Bearer Healthcare REIT, are already off to a strong start this year, announcing a slew of acquisitions that were effective February 1. In one of the transactions, Ensign purchased Agave Grove Post Acute’s operations, subject to a long-term, triple-net lease with a third-party... Read More »

  • Colorado-Based Owner/Operator Expands

    by | Feb 3, 2026 3:42 pm | Acquisitions

    Vince Viverito, Jason Punzel, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage sold a seniors housing community in Arvada, Colorado, representing a single-asset owner/operator who was looking to retire. The Oberon House was built in 1970 and renovated in 1997. It features 60 units of independent living and assisted living and... Read More »

  • Not-for-Profit Acquires Underperforming CCRC

    by | Feb 3, 2026 3:42 pm | Acquisitions

    A not-for-profit seller that built, owned and operated Arbutus Park Retirement Community recently divested the asset to another not-for-profit with the help of Toby Siefert of Senior Living Investment Brokerage. The established senior care provider/buyer, which is based in Pittsburgh, Pennsylvania, intends to continue to invest in the community.... Read More »

  • Capital Funding Group’s 2025 Financing Volume

    by | Feb 3, 2026 3:41 pm | Acquisitions, Financings

    Capital Funding Group executed more than $3.1 billion in financings in 2025, representing a 121% increase in financing volume compared to $1.4 billion closed in 2024. The annual total comprises 175 deals, including 54 healthcare and multifamily bridge loans and other lending products, 28 HUD loans, 25 accounts receivable lines of credit and 68... Read More »
Monticello Asset Management Assists New York SNF With Bridge Financing

Monticello Asset Management Assists New York SNF With Bridge Financing

by | Jan 26, 2018 7:00 am | Financings

One of New York City-based Monticello Asset Management’s investment vehicles originated $8.03 million in first lien debt on behalf of the new owner of a 140-bed skilled nursing facility in New York. Leroy Operating, LLC (the borrower) used the funds to purchase the 40-year old facility, which currently has a five-star rating from CMS. In addition to traditional long-term care, the facility also features a 40-bed non-secure memory care unit and a 28-bed short-term or sub-acute therapy unit on its 8.2-acre campus. Ancillary services include physical, occupational and speech therapies too. The borrower expects to refinance through HUD in the coming years. Read More »
Monticello Finances Massachusetts Portfolio Deal

Monticello Finances Massachusetts Portfolio Deal

by | Jun 16, 2017 7:00 am | Acquisitions, Financings

Monticello Asset Management successfully originated nearly $70 million in bridge-to-HUD financing to facilitate the purchase of a four-property skilled nursing portfolio in Massachusetts. Consisting of 616 total beds (100 of which are for assisted living), the four facilities each average about 70,000 square feet and have an average age over 20 years old. The buying entity’s principals have over 15 years of experience owning and operating SNFs, and they plan to leverage that knowledge to improve operations at the facilities. Monticello, which was founded in 2014 by principals Thomas Lally, Alan Litt and Jonathan Litt, arranged $69.3 million in first lien debt financing to fund the... Read More »