• ESI Adds Capital Markets & Debt Advisory Team

    by | Mar 27, 2026 4:11 pm | Uncategorized

    Evans Senior Investments has expanded its platform to now include a dedicated Capital Markets & Debt Advisory team to source debt solutions for its clients. Complementary to its brokerage/investment sales services and benefitting from Evans’ robust lender network, the new platform will facilitate acquisition financings, refinancings,... Read More »

  • Optimism across the Board in BBG’s Investor Survey Results

    by | Mar 27, 2026 4:10 pm | Interviews

    Ben Swett, Managing Editor of The SeniorCare Investor, sat down with R.J. DeBee, Senior Managing Director – Seniors Housing & Healthcare National Practice Leader of BBG Real Estate Services, to discuss the biggest takeaways of BBG’s fifth Annual Investor Survey. Read More »

  • Lument Closes Freddie Mac Refinance

    by | Mar 27, 2026 4:09 pm | Financings

    Lument closed a $26.8 million Freddie Mac refinance for Treeo South Ogden, a 143-unit independent living community in Ogden, Utah, approximately 30 miles north of Salt Lake City. Tyler Armstrong, Chris Cain and Taylor Russ, all managing directors with Lument, led the transaction. Treeo South Ogden was purpose-built in 2015, and has been owned and... Read More »

  • Berkadia Handles Detroit-Area Deal

    by | Mar 27, 2026 4:08 pm | Acquisitions

    Berkadia closed the sale of Oakleigh of Macomb, an 85-unit assisted living/memory care community in Macomb, Michigan (Detroit MSA). Built in 2019, the community has 55 assisted living and 30 memory care units. It was 91% occupied, so given its vintage and performance, we imagine it attracted significant investor interest. Berkadia represented the... Read More »

  • Developer Divests MC Communities to Kalesta Healthcare

    by | Mar 27, 2026 4:08 pm | Acquisitions, Financings

    G Capital helped facilitate the sale of two memory care communities in Silicon Valley in an off-market transaction. Calson Management, a developer/operator based in Vacaville, California, had acquired Silver Oaks Memory Care in Menlo Park and Crescent Oaks Memory Care in Sunnyvale several years ago as value-add opportunities. The firm... Read More »
Lancaster Pollard Secures Another Agemark/Protective Life Financing

Lancaster Pollard Secures Another Agemark/Protective Life Financing

by | Sep 12, 2019 2:49 pm | Financings

Grant Goodman, Doug Harper and Casey Moore of Lancaster Pollard worked on behalf of Agemark Senior Living Communities to refinance its 36-unit memory care community in Kearney, Nebraska. Placed with Protective Life Insurance Company, the $8 million term loan also allowed Agemark to extract equity from the property. The parties involved in this transaction have been seeing a lot of each other in the past year. Lancaster Pollard and Agemark have worked together to close three transactions through Protective Life in that time. Most recently, Agemark refinanced two other Nebraska memory care communities with 10-year, fixed-rate financings. Read More »
Lancaster Pollard Hits the Mark With Life Insurance Financing

Lancaster Pollard Hits the Mark With Life Insurance Financing

by | Dec 5, 2018 7:00 am | Financings

Grant Goodman, Casey Moore and Doug Harper of Lancaster Pollard helped structure a life insurance refinance of two memory care communities owned by Agemark Corporation. Both located in Nebraska and totaling 75 units, the properties were encumbered with traditional bank debt. Looking to lock in their interest rate early in this rising rate environment, Agemark was introduced to Protective Life Insurance Company to obtain a 10-year, fixed-rate financing. This was the first transaction between the two but may not be the last. Read More »