• 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 »
Capital Health Group and AEW Capital Management Sell Florida Communities

Capital Health Group and AEW Capital Management Sell Florida Communities

by | Oct 31, 2019 3:27 pm | Acquisitions

We just learned of the sellers in Sino-Ocean Capital and Meridian Senior Living’s acquisition of two seniors housing communities in Florida. After funding the land acquisition and development of the two communities, Capital Health Group and AEW Capital Management are selling the properties for an undisclosed amount. The deal involved a 106-unit community in Fort Lauderdale built in 2016 and a 132-unit community in Boca Raton just opened last year, both operating under the “Symphony” brand. They were both well occupied. The buyers engaged Capital One to serve as administrative agent for a large multi-purpose financing package. The $108.9 million loan will be used to... Read More »
Sino-Ocean Capital and Meridian Senior Living Acquire Two More Properties

Sino-Ocean Capital and Meridian Senior Living Acquire Two More Properties

by | Oct 22, 2019 2:33 pm | Acquisitions

A joint venture between Sino-Ocean Capital and Meridian Senior Living engaged Capital One to serve as administrative agent for a large multi-purpose financing package. The $108.9 million loan will be used to both finance the purchase of two seniors housing communities in Florida and refinance a previous Capital One loan that the JV used to acquire three communities in California. All five assets are cross-collateralized and cross-defaulted (which helps provide for competitive pricing and terms), plus the transaction was structured to allow other assets to be added to the existing portfolio in the future. The Florida acquisition involved a 106-unit community in Fort Lauderdale and a... Read More »