• Michigan Assisted Living Community Changes Hands

    by | May 29, 2026 2:16 pm | Acquisitions

    Harborside Senior Living, a 20-unit/30-bed assisted living community in Luna Pier, Michigan, near the Ohio border and the Toledo MSA, sold to Lamont Jones, a healthcare entrepreneur who is building a seniors housing brand in Michigan. Built in 2023 by a pair of investors, Harborside Senior Living will now operate under the leadership of Luna... Read More »

  • Assisted Living/Memory Care Portfolio Secures Bond Financing

    by | May 29, 2026 2:14 pm | Acquisitions, Financings

    D.A. Davidson closed $120.04 million in Senior Living Revenue bonds, Series 2026A-1, Series 2026A-2 and subordinated bonds forKingsPath Target Housing of Minnesota, LLC. The bonds financed the acquisition and refinancing of seven assisted living/memory care communities with 224 units in the Minneapolis-St. Paul, Minnesota, MSA. The acquired... Read More »

  • Another Record Year on the Horizon

    by | May 29, 2026 2:13 pm | Acquisitions, Opinion, Statistics

    The bar keeps rising, and the industry continues to clear it, with a third consecutive annual record for publicly announced senior care M&A activity appearing well within reach. Through the first five months of the year, the industry has averaged 81 publicly announced deals per month. Annualized, that pace would result in just under 1,000... Read More »

  • Northstar Senior Living and Alta Senior Living Merge

    by | May 28, 2026 3:32 pm | Acquisitions

    In the mad dash for growth in the seniors housing sector, a lack of new development and an abundance of buyers crowding certain corners of the M&A market has led some owner/operators to seek acquisitions or mergers of whole management companies. It can certainly be a viable alternative that allows one to grow without a massive capital... Read More »

  • In-Place Operator Acquires Senior Care Campus

    by | May 28, 2026 3:28 pm | Acquisitions

    CBRE National Senior Housing’s Debt and Structured Finance team arranged acquisition financing for a senior care campus on behalf of Wingate Living and its affiliates. Wingate Living is a Newton, Massachusetts-based senior living developer/owner/operator with a focus on New England. Aron Will and Michael Cregan arranged the financing, securing a... Read More »
White Oak Secures Financing For SNF Portfolio

White Oak Secures Financing For SNF Portfolio

by | Sep 23, 2021 3:17 pm | Financings

White Oak Healthcare Finance acted as administrative agent on the funding of a large credit facility secured by 14 skilled nursing facilities in the Southeast with more than 1,400 beds. Totaling $185 million, the senior credit facility comes out to about $132,100 per bed of debt. White Oak was able to build on an existing relationship with the borrower and partner with an undisclosed, but best-in-class, operator. No other details were disclosed.  Read More »
White Oak Healthcare REIT Makes First Acquisition

White Oak Healthcare REIT Makes First Acquisition

by | Aug 28, 2019 6:00 am | Acquisitions

Earlier this year, White Oak Healthcare Finance announced that it was forming a new REIT to invest up to $500 million in seniors housing and skilled nursing acquisitions. To do that, they hired a new team consisting of Jeff Erhardt, Paul Nevala, Mike Treiber and John Brussard, all of whom founded Capital Healthcare Investors, a wholly owned subsidiary of MTGE Investment Corp., a publicly traded hybrid REIT. Now, the REIT, appropriately named White Oak Healthcare REIT, is making its first acquisition, involving a four-property senior living portfolio. Located in Arkansas (2), Florida and Pennsylvania, the portfolio features a total of 104 independent living, 230 assisted living and 103... Read More »
White Oak Refinances GMF Capital SNF Portfolio

White Oak Refinances GMF Capital SNF Portfolio

by | Aug 15, 2019 8:22 pm | Financings

GMF Capital refinanced 14 of its skilled nursing facilities with an $81 million credit facility secured by White Oak Healthcare Finance. The financing is comprised of a $66 million senior credit facility to refinance the properties, which are located in Ohio and Kentucky, and a $15 million line of credit closed for the operating company. This isn’t GMF’s first experience with White Oak, as the lender arranged another senior credit facility for the investment management platform to acquire a couple of assisted living/skilled nursing properties in Rhode Island at the end of 2018. Meridian Senior Living was the operating partner in that deal. Read More »
White Oak Healthcare Finance Buys $700 Million In Senior Care Loans

White Oak Healthcare Finance Buys $700 Million In Senior Care Loans

by | Dec 21, 2018 7:00 am | Financings

White Oak Healthcare Finance is aggressively growing its presence in the senior care lender market and purchased a portfolio of 12 skilled nursing and seniors housing loans from Capital One and its participant banks. Financial terms were not disclosed, but the loans totaled approximately $700 million and helped Capital One reduce its skilled nursing exposure. So, it was a win-win for both parties. Capital One also provided debt financing for White Oak to fund the transaction. This isn’t White Oak’s first big wave in the senior care lending market. Last month, the company served as administrative agent and lead lender on the funding of a $190 million senior credit facility of 17 skilled... Read More »