• Regional Owner/Operator Enters New State

    A regional owner/operator looking to enter the state of Indiana acquired Smith Farms Manor, an independent living community in Auburn, about 30 miles south of the Michigan border. Built in 1998, the community features 51 units and is well maintained. It sits on an attractive four-acre campus down the street from Parkview DeKalb Hospital and off... Read More »
  • Skilled Nursing Portfolio Gets New Operator

    Evans Senior Investments secured a new lease for a skilled nursing portfolio in Tennessee on behalf of an institutional owner. The portfolio features four assets and was operating below 70% occupancy with margins under 10%. Despite that performance, ESI secured a lease $3 million above in-place cash flow, reflecting the operational upside that... Read More »
  • Seniors Housing and Care M&A Remains Elevated in Q1:26

    The number of publicly announced seniors housing and care acquisitions in the first quarter of 2026 reached 231 deals, based on new acquisition data from LevinPro LTC. This represents a 19.8% decrease from the 288 transactions disclosed in the fourth quarter of 2025, but a 25.5% increase from the 184 deals in Q1:25.   “It was always going... Read More »
  • Clarion Acquires Again in Colorado

    Two years after opening a 160-unit seniors housing community in Centennial, Colorado (Denver MSA), MorningStar Senior Living announced an expanding relationship with Clarion Partners, a leading real estate investment company and specialty investment manager of Franklin Templeton, in its acquisition of MorningStar at Holly Park. The community... Read More »
  • Brookdale’s Summer Test Ahead

    Brookdale Senior Living reported its March occupancy results, and it unfortunately took another step in the wrong direction. We will get a better read when peers report first-quarter results and when NIC MAP releases its next tranche of occupancy data, but at this point, it seems as though Brookdale will need a particularly strong performance... Read More »
Monticello Gets A “W” In New York

Monticello Gets A “W” In New York

One of Monticello Asset Management’s investment vehicles provided $31.21 million in first lien debt for The W Group to fund the acquisition of a 200-bed assisted living community in Staten Island, New York. Built on a 0.81-acre property in 1974, with an additional fifth floor built in 1999, the community consists of 116 beds licensed for the New York State Assisted Living Program and 84 beds managed by an affiliated home health care agency. Its new owner’s principals have over 20 years of combined experience in the health care industry and plan to take out the financing through HUD in the future. Read More »
Meridian Capital Group Is On A Roll

Meridian Capital Group Is On A Roll

Following up on a nearly-$200 million month in January, Meridian Capital Group backed that up with another $80 million in closings in February, showing off their national reach too. The team of Ari Adlerstein and Ari Dobkin arranged all four financings, starting in Clovis, New Mexico, where the pair arranged an $11 million 35-year HUD loan to refinance an independent living/assisted living community. Located in rural New Mexico near the Texas border, the community also offers memory care and respite stay services. Then, Messrs. Adlerstein and Dobkin arranged nearly $10 million in financing for a 224-bed senior living community in Bedford, Ohio (Cleveland MSA). The $9.75 million... Read More »