• Berkadia Announces 2025 Activity and Latest Deal

    Berkadia recorded another successful year, with more than $2 billion in mortgage banking closings for the second consecutive year. In 2025, Berkadia’s financings were spread across 123 properties including active adult, independent living, assisted living, memory care and skilled nursing communities. Multiple lending sources were utilized, such... Read More »
  • Bank Closes Refinance and Acquisition Financing

    Coastal States Bank announced that it recently closed $9 million in financing to refinance a 60-unit purpose-built memory care community near Centerville, Ohio, and to acquire a 53-unit memory care community in Creve Coeur, Missouri. Following the closing, the sponsor’s affiliated management company, Kauhale Healthcare Management, began managing... Read More »
  • SLIB Sells Ohio Assisted Living Portfolio

    Jeff Binder and Ryan Saul of Senior Living Investment Brokerage sold a portfolio of three seniors housing communities in Ohio. Built between 1987 and 2009, the three buildings consist of 314 total units. They were in receivership. Working on behalf of the out-of-state owner, which has other seniors housing communities throughout Ohio, SLIB... Read More »
  • AHR’s New Interim CEO

    American Healthcare REIT, Inc.’s Chief Executive Officer and President, Danny Prosky, has taken a medical leave of absence, effective February 3, 2026, due to a recent medical event. So, the Company’s Board of Directors appointed Jeffrey T. Hanson, the Chairman of the company’s Board, to serve as Interim CEO and President, effective... Read More »
  • NHI Acquires Nine Communities

    National Health Investors made a large SHOP purchase, adding nine communities consisting of 460 total units across Kentucky, South Carolina and Tennessee. The properties will be managed by Allegro Living Management, an affiliate of Spring Arbor Management. NHI has an existing relationship with Spring Arbor totaling approximately $227 million in... Read More »
Lancaster Pollard Secures Another Agemark/Protective Life Financing

Lancaster Pollard Secures Another Agemark/Protective Life Financing

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

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 »