• SLIB’s Red-Hot Start to May

    by | May 5, 2026 3:12 pm | Acquisitions

    Senior Living Investment Brokerage shot out of the gates in May, announcing six separate closings within just a couple of days. The closings included a couple of portfolios, two seniors housing asset sales and two skilled nursing deals. SLIB is on track for another record-breaking year. The largest deal was an eight-property seniors housing... Read More »

  • Independent Living Asset Near Breakeven Changes Hands

    by | May 5, 2026 2:56 pm | Acquisitions

    Blueprint handled the sale of a 60-unit independent living community located just outside of Cleveland, Ohio. At the time of sale, the property was operating around breakeven and offered the opportunity for upside. The option to transition the community to an assisted living waiver model was presented, but the incoming regional owner/operator... Read More »

  • National Health Investors Leans Further Into SHOP Growth

    by | May 5, 2026 2:54 pm | Acquisitions

    National Health Investors is continuing to lean into its SHOP segment, having invested $742.5 million into the strategy throughout the first quarter, a 106% increase from the prior year period. Year-to-date, the REIT has announced $212.4 million of investments, and is continuing to evaluate additional opportunities, focusing on private pay... Read More »

  • Senior Care Portfolio Secures Refinancing

    by | May 5, 2026 2:53 pm | Financings

    T7 Capital, a boutique seniors housing and healthcare advisory firm founded by industry veterans Ari Adlerstein and Josh Simpson, recently arranged a large bank refinancing for a portfolio of seniors housing and skilled nursing assets in Massachusetts. Working on behalf of a New York-based family office, T7 secured a $57.979 million loan from... Read More »

  • Regional Bank Provides Financing for MC Community

    by | May 5, 2026 2:51 pm | Financings

    Jeremy Warren of Montgomery Intermediary Group arranged a refinancing for a client’s 48-unit memory care community in Merrillville, Indiana. Originally built in 2016, the community was stabilized and had an approaching debt maturity. The owner sought to retire both the existing bank debt and an outstanding seller note from the initial... Read More »
Standard Companies Acquires Again

Standard Companies Acquires Again

by | Apr 19, 2021 9:39 am | Acquisitions

Standard Companies, an apartment and affordable housing real estate investment firm, has been on an acquisition roll lately in the low-income senior apartments sector. The company followed up its acquisition of a large senior apartment building in Chesapeake, Virginia with the purchase of another community located up the coast in Atlantic City, New Jersey.  Built in 1982, the community’s 169 units are supported by Section 8 Housing Assisted Payment (HAP) contracts. Standard paid roughly $28 million, or $165,700 per unit, for the property and plans to spend an additional $10 million to renovate it. The project will update the residents’ units, upgrade the common areas and amenity spaces,... Read More »
NorthMarq Refinances Merrill Gardens Community

NorthMarq Refinances Merrill Gardens Community

by | Mar 30, 2021 5:14 pm | Financings

A Merrill Gardens-operated senior living community in Rancho Cucamonga, California just refinanced its debt with a $31 million loan arranged by Stuart Oswald and Gordon Mickelson of NorthMarq. Owned by a joint venture between Merrill Gardens and AEW Capital Management, the three-year old community features 112 units of independent living, assisted living and memory care.  A life insurance company provided the debt, which came with a five-year term and 30-year amortization. NorthMarq structured the loan prior to stabilization, but the community was approaching that level upon closing.  Read More »
Northmarq Refinances Washington State Seniors Housing

Northmarq Refinances Washington State Seniors Housing

by | Jan 26, 2021 5:00 pm | Financings

Northmarq’s Stuart Oswald, senior vice president and managing director of the firm’s Seattle office, arranged a $35 million refinance of a 136-unit senior living community in Tacoma, Washington. Built in phases from the 1980s to the 1990s, the community provides independent living, assisted living and memory care services in a combination of 61 studios, 33 one-bedroom units, five two-bedroom units and 37 units dedicated to memory care. A family has owned and operated it since opening, with the third generation now in charge, and operations have been consistently strong, even during the pandemic. Occupancy was in the 90% range.  Northmarq originally refinanced the property... Read More »
NorthMarq Closes Southern California Transaction

NorthMarq Closes Southern California Transaction

by | Jan 20, 2020 9:53 am | Acquisitions

NorthMarq’s Southern California-based investment sales team of Kyle Pinkalla and Shane Safer represented Shefflin Investments in its sale of a 151-unit active adult community in National City, California (San Diego MSA). Originally built in 1999, the three-story building features a mix of studio and one-bedroom units, plus one commercial site. Occupancy was 97% with rents ranging from $1,075 to $1,250 per month. Part of its appeal comes from the property’s location near both Scripps Mercy Hospital and Paradise Valley Hospital, in addition to shopping areas and entertainment. Messrs. Pinkalla and Shafer arranged the property’s sale to Lincoln Avenue Capital, LLC, a leading investor in... Read More »
NorthMarq Finances New York Community

NorthMarq Finances New York Community

by | Dec 26, 2019 9:33 pm | Financings

The owner of a seniors housing community in Mount Vernon, New York (Westchester County) just refinanced and cashed out of the property with the help of NorthMarq. Built in 2005, the 20-unit community was fully occupied. Robert Ranieri, senior vice president and managing director of NorthMarq’s White Plains office arranged an $800,000 loan through The Westchester Bank that allowed the borrower to realize his long-term equity in the property. The loan came with a seven-year term and 30-year amortization schedule. Read More »