• Quarterly Investor Call #1

    Skip the in-person conference, and get the latest senior care M&A and valuations data, market analysis and case studies on notable deals by watching The SeniorCare Investor’s first ever Quarterly Investor Call. Read More »
  • Pacific Companies Acquires National Portfolio

    Pacific Companies, LLC, a privately owned real estate private equity firm based in San Diego, California, acquired the majority of the not-for-profit Retirement Housing Foundations market-rate seniors housing and skilled nursing assets. Ziegler served as exclusive sell-side advisor to RHF on the transaction, which closed in phases throughout late... Read More »
  • Owner/Operator Chooses Refinance Over Sale

    A national owner/operator faced with an underperforming seniors housing property in Missouri and maturing debt on the property secured a refinance thanks to JD Stettin of Carnegie Capital. The borrower, which has over 30 properties in its portfolio, acquired the 45-unit assisted living community in late 2017.  Occupancy and cash flow... Read More »
  • Two Seniors Housing Communities in Indiana Trade Hands

    Blueprint facilitated the divestment of two seniors housing communities in northwest Indiana. The value-add communities are in Michigan City and Merrillville and comprise 119 assisted living and memory care units. They had strong pre-pandemic financial performance but more recently benefited from a substantial Medicaid Waiver reimbursement rate... Read More »
  • Artemis/Bridgewood Acquire Texas Portfolio

    CBRE was engaged in the sale of four seniors housing communities in the Dallas, Texas MSA: Village on the Park Plano (Plano), Village on the Park Denton (Denton), Village on the Park Stonebridge Ranch (McKinney) and Village on the Park McKinney (McKinney). The communities comprise 366 total units of assisted living and memory care and were built... Read More »
CBRE Refinances California Community

CBRE Refinances California Community

A Bay Area senior living community recently refinanced with the help of the A-team at CBRE that included Andrew Behrens, Aron Will, Austin Sacco and Adam Mincberg. The borrower was a joint venture between northern California owner/operator Carlton Senior Living plus Piedmont Properties Group, a large multifamily/senior living investor. They bought the 153-unit independent living community in 2007 for approximately $17.65 million, or $115,400 per unit. Located in Concord, California, the property was originally built in 1991 less than two miles from the top-ranked adult specialty care hospital in the country, John Muir Medical Center. At the time of the acquisition, its debt (which included... Read More »