• Ensign Makes a Splash in Texas

    The Ensign Group closed out April with a bang, announcing the acquisition of the real estate and operations of 17 skilled nursing facilities spread across Texas, plus the real estate of two seniors housing communities in Wisconsin.  The Texas portfolio is majority-SNF, with 2,080 skilled nursing beds. There are also some seniors housing... Read More »
  • Public REIT Sells Value-Add Community to Joint Venture

    Kandu Capital, a family office specializing in real estate and healthcare, and its operating company, Bloom Senior Living, acquired an assisted living/memory care community in Ohio after strategically divesting a number of skilled nursing, behavioral health and seniors housing assets at healthy valuations. Those dispositions were initially... Read More »
  • Not-for-Profit Divests Its CCRC Portfolio to Another Not-for-Profit

    A portfolio of CCRCs in South-Central Pennsylvania changed hands from one faith-based not-for-profit organization to another, with Toby Siefert and Dave Balow of Senior Living Investment Brokerage handling the process. The pair represented the seller, SpiriTrust Lutheran, an 80-year-old operator based in York, Pennsylvania, in the sale of six... Read More »
  • AL/MC Community Trending Towards Stabilization Sells

    Blueprint’s suite of services was on display in the sale and financing of an assisted living/memory care community in Fredericksburg, Texas. Built in 2018, The Villages of Windcrest was performing well at the time of marketing, and was trending towards stabilization. Newer, performing properties are getting the most interest in the M&A market... Read More »
  • Montgomery Intermediary Group Brings on New Advisor

    Continuing its momentum in 2026, Montgomery Intermediary Group (MIG) announced that it hired Colin Thomas, CFA as an investment sales advisor. In this role, Thomas will lead seniors housing and skilled nursing transactions across Texas, Oklahoma, Arkansas and Louisiana, expanding MIG’s coverage and capabilities in these markets. Thomas’s... Read More »
ORIX Acquires Hunt Real Estate Capital

ORIX Acquires Hunt Real Estate Capital

ORIX Corporation USA is continuing to make waves in the senior care lending space. Two years after the firm acquired Lancaster Pollard, they have now agreed to acquire Hunt Real Estate Capital, a subsidiary of Hunt Companies, Inc. In addition to that deal, upon closing, Hunt Real Estate Capital’s President and Chief Investment Officer, James P. Flynn, will become the CEO of the combined entity. For the Hunt loan origination team, including Kathryn Burton Gray as Senior Managing Director, James Scribner, Jason Smeck and Brady Johnson, they should be reunited with their former RED Capital Group colleagues, after leaving the group in early 2018. The Lancaster Pollard, RED Capital Group and... Read More »
Synergies Yield Successful Bond Financing in Georgia

Synergies Yield Successful Bond Financing in Georgia

The new relationship between Lancaster Pollard and its parent company (for less than a year) ORIX Corporation USA is paying off for their clients. One of them, Georgia-based Brickmont Assisted Living, took advantage of those synergies to obtain construction financing for its to-be-built assisted living/memory care community in Johns Creek, Georgia. Lancaster Pollard placed $16.7 million of tax-exempt bonds with ORIX USA, offering a drawn-down bond structure that will yield significant savings for Brickmont. After purchasing all the bonds at a fixed interest rate, ORIX USA also gave Brickmont flexible prepayment options, should the company decide to refinance early. Sounds like a good deal... Read More »