• 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 »

  • Upstate NY Seniors Housing Community Trades

    by | Nov 26, 2025 12:42 pm | Acquisitions

    Kory Buzin and Steve Thomes of Blueprint facilitated the sale of a seniors housing community in upstate New York that stakeholders were divesting to take advantage of positive performance trends and a strong M&A market. The Legacy at Cranberry Landing, a 95-unit independent living, assisted living and memory care community in Rochester, was... Read More »

  • Seniors Housing Investment Vehicle Acquires First Asset

    by | Nov 26, 2025 12:41 pm | Acquisitions

    Focus Healthcare Partners acquired Bellingham at West Chester, a 274-unit seniors housing community in West Chester, Pennsylvania. The investment is Focus’ first for its newest investment vehicle, Focus Senior Housing Fund III. The property sits on an 11.8-acre site 20 miles west of downtown Philadelphia. It comprises 208 independent living, 50... Read More »

  • Management Transfer Includes Purchase Option

    by | Nov 26, 2025 12:41 pm | Acquisitions

    A senior care campus in Waterloo, Illinois, secured a new operator thanks to Ray Giannini of Marcus & Millichap. Featuring 144 skilled nursing beds and 50 independent living units, Oak Hill – Senior Living and Rehabilitation Center was well occupied with a strong quality mix. It was owned by Monroe County, which wanted to retain the... Read More »

  • Bank Provides Refinance to Family Office

    by | Nov 26, 2025 12:38 pm | Financings

    BHI, the U.S. branch of Bank Hapoalim, provided a $29.0 million loan for the refinancing of an assisted living and skilled nursing facility in West Palm Beach, Florida. Gold Standard of Care Group, a Florida-based family office with a focus on healthcare and senior care and over $150 million in assets, was the borrower.  Totaling 70,272... Read More »
Monticello Gets A “W” In New York

Monticello Gets A “W” In New York

by | Apr 27, 2018 7:00 am | Acquisitions, Financings

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

by | Mar 2, 2018 8:41 am | Financings

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 »