• Family Divests Upstate New York ALP

    by | Jan 2, 2026 3:43 pm | Acquisitions

    After running an assisted living/memory care community in Lockport, New York (Rochester MSA), for over three generations, a family has decided to divest and exit the industry. They engaged Dave Balow, Dan Geraghty and Ryan Saul of Senior Living Investment Brokerage to sell the asset. Built in 1982 and 1988, with a memory care expansion in 2017,... Read More »

  • Joint Venture Acquires California Facilities

    by | Jan 2, 2026 3:42 pm | Acquisitions

    At the end of a busy year of acquisitions, Stacked Stone Ventures announced one more on New Years Eve. The San Clemente, California-based real estate investment firm acquired two skilled nursing facilities in a joint venture with Praxis Capital for $8.25 million, or $43,200 per bed. The facilities feature a total of 191 skilled nursing and... Read More »

  • City of Wichita Issues Bond Financing

    by | Jan 2, 2026 3:40 pm | Financings

    Ziegler successfully closed Larksfield Place’s $45.205 million Series 2025 bonds, issued through the City of Wichita, Kansas. Larksfield is a not-for-profit, single-site CCRC founded in 1988 in northeast Wichita. The 67-acre campus includes 22 independent living villas, 164 independent living apartments, 62 assisted living apartments, 10 memory... Read More »

  • Receivership Sale of Standalone Memory Care Community Closes

    by | Dec 26, 2025 3:07 pm | Acquisitions

    Senior Living Investment Brokerage’s Southeast closings continued with the sale of Westminster Memory Care in Lexington, South Carolina. Built in 2020, the Class-A community features 48 units of memory care and high-end finishes. It is set on 6.3 acres, which provides an opportunity for expansion under new ownership. Also, at the time of the... Read More »

  • Active Adult Community Secures Freddie Mac Refinance

    by | Nov 26, 2025 12:44 pm | Financings

    An active adult community in Hurst, Texas, paid off its existing bank debt with a Freddie Mac refinance arranged by Berkadia. Heritage Village Residences was built in 2014 with 120 units, including 10 cottages. It was part of multiple acquisitions over the years, first in 2020 when Edison Equity Management Corporation bought it for $23.3 million... 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 »