• Quarterly Investor Call #1

    Skip the in-person conference, and get the latest senior care M&A and valuations data, market analysis and case studies on notable deals by watching The SeniorCare Investor’s first ever Quarterly Investor Call. Read More »
  • Pacific Companies Acquires National Portfolio

    Pacific Companies, LLC, a privately owned real estate private equity firm based in San Diego, California, acquired the majority of the not-for-profit Retirement Housing Foundations market-rate seniors housing and skilled nursing assets. Ziegler served as exclusive sell-side advisor to RHF on the transaction, which closed in phases throughout late... Read More »
  • Owner/Operator Chooses Refinance Over Sale

    A national owner/operator faced with an underperforming seniors housing property in Missouri and maturing debt on the property secured a refinance thanks to JD Stettin of Carnegie Capital. The borrower, which has over 30 properties in its portfolio, acquired the 45-unit assisted living community in late 2017.  Occupancy and cash flow... Read More »
  • Two Seniors Housing Communities in Indiana Trade Hands

    Blueprint facilitated the divestment of two seniors housing communities in northwest Indiana. The value-add communities are in Michigan City and Merrillville and comprise 119 assisted living and memory care units. They had strong pre-pandemic financial performance but more recently benefited from a substantial Medicaid Waiver reimbursement rate... Read More »
  • Artemis/Bridgewood Acquire Texas Portfolio

    CBRE was engaged in the sale of four seniors housing communities in the Dallas, Texas MSA: Village on the Park Plano (Plano), Village on the Park Denton (Denton), Village on the Park Stonebridge Ranch (McKinney) and Village on the Park McKinney (McKinney). The communities comprise 366 total units of assisted living and memory care and were built... Read More »
Atlas Senior Living Grows Southeast Portfolio

Atlas Senior Living Grows Southeast Portfolio

Atlas Senior Living and Salta Capital have acquired two high-quality senior living communities from Traditions Senior Living: The Traditions of Athens in Georgia, and The Traditions of Spring Hill in Tennessee. Atlas formed Salta in 2021 to administer the financials and asset management side of their business. This purchase brings the total number of properties in their portfolio to 32, after purchasing two other communities in Florida and Mississippi last year. Atlas also bought three communities in Georgia and one in North Carolina in 2020. Built in 2016 for $11 million, or $130,900 per unit, The Traditions of Athens totals 75,824 square feet, comprising 12 independent living and 72... Read More »
The Key to success

The Key to success

A life insurance company provided an $85 million permanent loan to Tradition Senior Living for its 311-unit senior living community in Dallas, Texas. Opened in 2014, the community includes 202 independent living units, 85 assisted living units and 24 memory care units. Monique Bimler of KeyBank Real Estate Capital’s Healthcare Mortgage Banking Group arranged the 10-year fixed-rate loan, which amounted to more than $273,000 per unit. This is not the first time Tradition has relied on KeyBank. Since 2012, KeyBank has worked with Tradition on its capital raising efforts, including originating (led by Grant Saunders and Peter Trazzera) the initial construction loan and agenting the syndication... Read More »