• 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 »
Lancaster Pollard Refinances Mission Senior Living Community

Lancaster Pollard Refinances Mission Senior Living Community

Orix Real Estate Capital may be making some big moves of late, highlighted by its acquisition of Hunt Real Estate Capital, but it hasn’t stopped them from getting back to business closing transactions. Rob McAdams of Orix affiliate Lancaster Pollard Mortgage Company recently helped Mission Senior Living refinance one of its newest senior living communities. Opened in 2018 in Yuma, Arizona, the community features 56 assisted living units, with a mix of studio, one- and two-bedroom options, and 32 private and semi-private memory care units. Amenities include a bistro and coffee bar, movie theater, concierge, barber shop, beauty salon, wellness center, and a private office for visiting... Read More »
HUD Lean Volume Hits an All-Time High

HUD Lean Volume Hits an All-Time High

The HUD LEAN program had quite a fiscal year 2019, topping $3.7 billion in transaction volume across 288 transactions. The transaction number may be 1% down from the 292 closings in FY2018, but the dollar volume is up 3.6% to reach a record high for the program. HUD used to be the “lender of last resort,” but given the attractiveness of the debt (where else can you get a sub-3% rate for a 30+ year term?), it’s no wonder the program is growing like gangbusters. ORIX Real Estate Capital/Lancaster Pollard put their combined resources to work this year, closing an impressive $903.8 million in HUD closings, with 78 total transactions. That kind of dollar volume hasn’t been seen before, even... Read More »