• Senex Foundation Divests SNFs to Owner/Operator

    by | May 12, 2026 3:00 pm | Acquisitions

    Vince Viverito, Jason Punzel, Jake Anderson and Taylor Graham of Senior Living Investment Brokerage were engaged by Senex Foundation, a Denver, Colorado-based owner/operator, to help with the disposition of a four-property portfolio and recently closed the second tranche involving two skilled nursing facilities in Nebraska. The deal included the... Read More »

  • 60 Seconds with Swett: The REITs’ Acquisition Appetite

    by | May 12, 2026 2:40 pm | 60 Seconds

    With most of the Q1 earnings results in, we’ve been sifting through a lot of good news on occupancy growth, resident rate increases, expanding NOI margins and the phenomenal long-term outlooks. But our main takeaway had to be the major M&A plans that almost every publicly traded company has completed so far this year and plans to close... Read More »

  • Sonida Senior Living Reports Q1 as CNL Deal Reshapes Portfolio

    by | May 12, 2026 2:39 pm | Uncategorized

    Sonida Senior Living reported its first quarter results after becoming the eighth largest seniors housing owner toward the close of the quarter. The company completed its acquisition of CNL Healthcare Properties, a public, non-traded REIT that owned 69 seniors housing communities, bringing Sonida’s owned portfolio to 153 owned properties and... Read More »

  • Alta Senior Living Secures Refinance

    by | May 12, 2026 2:38 pm | Financings

    At the end of 2021, Alta Senior Living acquired Tequesta Terrace Senior Living (at that time, Village of Tequesta, Tequesta Terrace), a 106-unit assisted living/memory care community in Palm Beach County, Florida. After executing its value-add capex, operational turnaround and lease-up plan, Alta engaged Blueprint to run a full debt process. A... Read More »

  • All-Cash Skilled Nursing Deal Closes

    by | May 12, 2026 2:36 pm | Acquisitions

    An undisclosed buyer acquired a 99-bed skilled nursing facility in Ohio through an all-cash transaction after the seller’s senior lender pushed for an exit. Stan Klos III of 3G Healthcare Real Estate handled the deal. An initial buyer walked away from the deal after a conversion from a lease-only structure was declined by the lender. Another... Read More »
Regions Bank Closes Ohio Bridge Loan

Regions Bank Closes Ohio Bridge Loan

by | May 28, 2019 4:24 pm | Financings

Chris Honn of Regions Bank’s Healthcare Real Estate Group worked on behalf of an Ohio-based private owner to close a $16.8 million bridge loan with a floating interest rate and two-year term. The loan is also interest-only for the entire term, until maturity, when Regions plans to provide an agency refinance. The owner repaid construction debt with the transaction, in addition to getting cash out. They opened the 103-unit assisted living/memory care community in suburban Cleveland in the fall of 2018. It is already 65% occupied, but the interest-only payments should help the owner during the remaining lease-up period. Read More »
Regions Bank Repeats In Midwest

Regions Bank Repeats In Midwest

by | Sep 25, 2018 4:30 pm | Acquisitions, Financings

The Regions Healthcare Real Estate group closed yet another acquisition financing, following its recent Ohio deal that involved a joint venture buying a 100-unit assisted living/memory care community. The latest transaction saw Trilogy Health Services receive a $47.5 million three-year bridge loan to fund its purchase of four senior living campuses and over 400 beds in Kentucky, Michigan and Ohio. After a seasoning period, Regions Real Estate Capital will underwrite and permanently finance all the properties with HUD. Read More »
Regions Bank Finances Ohio Assisted Living Acquisition

Regions Bank Finances Ohio Assisted Living Acquisition

by | Sep 19, 2018 7:01 am | Acquisitions, Financings

The Regions Bank Healthcare Real Estate Group arranged a $17.57 million five-year term loan on behalf of a joint venture to acquire a 100-unit assisted living/memory care community in northeast Ohio. Developed three years ago by a local family, the community was improving operationally but was still considered a value-add opportunity for the buyer, a joint venture between an operator and a private equity firm. Proceeds of the loan will also help fund upgrades to the property operations and physical plant. Regions’ maximum loan-to-value for this type of transaction is 70%, so we can estimate the purchase price to be somewhere between $235,000 per unit and $250,000 per unit. Read More »
Senior Living Investment Brokerage Expands Services

Senior Living Investment Brokerage Expands Services

by | May 30, 2018 9:32 am | Financings

A transaction can’t get done without the financing, so the partners at Senior Living Investment Brokerage have formed Monarch Advisors LLC to help seniors housing and care owners and operators raise capital when needed. The sister company will be led by industry veteran Alec Blanc, who spent the past decade or so at Regions Bank. His 30+ years of experience and contacts will certainly go a long way to opening doors for SLIB’s clients. Based in St. Louis, Missouri, Monarch will work closely with the SLIB team when financing needs arise for their clients, but it will also seek other opportunities to raise both debt and equity for other providers. Blanc knows the SLIB team well... Read More »