• Brookdale’s Uneven Recovery

    by | May 7, 2026 4:03 pm | Acquisitions

    Brookdale Senior Living has been going through some major changes in the last year, so naturally its recovery could be a little uneven, with the hope of more long-term growth and stability. They have a new CEO, COO and a new operational structure, in addition to exiting more than 100 communities in the last year. But the mixed bag of results can... Read More »

  • Two Public REITs Continue Their SHOP Push

    by | May 7, 2026 3:54 pm | Acquisitions

    Two public REITs honing in on the seniors housing sphere have announced their first quarter earnings results. LTC Properties reiterated its commitment to seniors housing again, and Janus Living, Healthpeak Properties’ spin-off REIT that debuted in the public markets in March, is already showing momentum. First, after completing seniors housing... Read More »

  • Tennessee Assisted Living Community Sells

    by | May 7, 2026 3:52 pm | Acquisitions

    Andrew Montgomery of Montgomery Intermediary Group recently sold an assisted living community in eastern Tennessee. Built in the late 1990s, the building featured more than 40 units, plus some houses on its campus. There was some additional acreage, as well. It was sold by one out-of-state owner to another, but the buyer has another assisted... Read More »

  • SNF Portfolio Trades Following Strong Bidding Environment

    by | May 7, 2026 3:51 pm | Acquisitions

    A regional operator looking to recycle capital divested a portfolio of four skilled nursing facilities in Florida. There were a total of 460 functional beds, and they were spread across Rockledge, Naples, Venice and Sarasota. Evans Senior Investments handled the deal.  The portfolio generated approximately $46 million in total annualized... Read More »

  • Class-A Seniors Housing Community Receives Agency Financing

    by | May 7, 2026 3:51 pm | Financings

    BWE closed $77 million in fixed-rate, Fannie Mae financing for a Class-A seniors housing community in a major Midwest MSA. The 10-year loan features a full term of interest-only payments. Ryan Stoll and Taylor Mokris led the financing. The community offers a full continuum of care, including independent living, assisted living and memory care.... Read More »

CBRE arranges financing for 15-CCRC portfolio

by | Jun 17, 2015 8:51 am | Financings

Aron Will, Mitchell Kiffe and Matthew Whitlock of CBRE arranged $410 million in financing on behalf of NorthStar Healthcare Income and The Freshwater Group/Watermark Retirement Communities to purchase a portfolio of 15 rental and entrance fee CCRCs. The seller, Fountains Senior Living, a subsidiary of Arcapita, had previously hired Watermark as the day-to-day operator of the portfolio, which consists of six entrance-fee and nine rental CCRCs with 3,663 total units (with 2,330 independent living units, 945 assisted living units, 156 memory care units and 320 skilled nursing beds in 232 rooms). NorthStar will lease the entrance fee properties to affiliates of The Freshwater Group, pursuant... Read More »

Berkadia Closes a Big One

by | May 29, 2015 9:02 am | Acquisitions, Financings

Just how did NorthStar Realty Finance Corp. fund its $875 million acquisition of a 32-property senior living portfolio? They hired Chris Fenton and Jay Healy of Berkadia Seniors Housing and Healthcare to secure $648.2 million of Fannie Mae debt. The 10-year fixed-rate financing features a 4.17% interest rate, a 73.5% loan-to-value and a 30-year amortization. All individual loans were cross collateralized and cross defaulted. The 32 properties are in 12 states with 4,012 independent living units and average occupancy in excess of 90%.   Read More »