• 3rd Quarter Investor Call

    by | Oct 24, 2025 3:42 pm | Opinion

    On Thursday, October 23, The SeniorCare Investor’s Ben Swett moderated a panel featuring expert panelists Erik Lindenauer of NewPoint Real Estate Capital, Sarah Anderson of Newmark, and James Scribner of Scribner Capital. The discussion focused on the lending landscape amid improved capital markets, and expectations heading into 2026. Panelists... Read More »

  • Seniors Housing and Care M&A Activity Remains Strong Through Q3:25, Suggesting Another Potential Record Year  

    by | Oct 24, 2025 3:03 pm | Acquisitions, Statistics

    The number of publicly announced seniors housing and care acquisitions in the third quarter of 2025 totaled 205 deals, based on new acquisition data from LevinPro LTC. This represents a 13% increase from the 182 transactions disclosed in the second quarter of 2025 as well as from the 182 deals in Q3:24. Additionally, the $3.47 billion spent on... Read More »

  • REIT Acquires Full-Continuum Community

    by | Oct 24, 2025 2:03 pm | Acquisitions

    Amy Sitzman and Giancarlo Riso of Blueprint facilitated the sale of a full continuum, Class-A asset in North Ogden, Utah. Opened in 2019, The Lodge at North Ogden has 22 independent living, 70 assisted living and 30 memory care units. The community exhibited consistently strong cash flow and historically successful operations. Plus, there is... Read More »

  • Joint Venture Continues to Grow Its Portfolio

    by | Oct 24, 2025 2:02 pm | Acquisitions

    Blueprint represented a large, institutional private equity firm in its divestment of an assisted living and memory care community, which Benchmark Senior Living and National Development ultimately acquired. Built in 2013, the 85-unit Arbor Terrace Roseland is in Roseland, New Jersey, near New York City. It was over 91% occupied with an EBITDAR... Read More »

  • Berkadia’s Q3 Financing Activity

    by | Oct 24, 2025 2:01 pm | Financings

    Berkadia’s Seniors Housing & Healthcare platform completed over $1.54 billion in financing for seniors housing communities as of the end of the third quarter. Under the leadership of SVP, Head of FHA & Seniors Housing Finance Steve Ervin, the platform facilitated $350 million in PLG Bridge with participations, $258 million in HUD... Read More »
From Allen to Ziegler

From Allen to Ziegler

by | Apr 13, 2016 8:30 am | Developments, Financings

Ziegler just closed on a $26.2 million tax-exempt bond financing for Christian Care Centers (CCC), a not-for-profit based in Texas. CCC operates two retirement communities in Texas and is in the process of completing construction of a rental community in Allen, Texas, which will have 22 independent living units, 32 assisted living units and 36 memory care units. Read More »

Ziegler’s $1 billion relationship

by | Nov 26, 2015 8:30 am | Financings

Senior Quality Lifestyles Corporation (SQLC), a Texas-based nonprofit that operates six senior living communities, hired Ziegler for the fourth time in 2015 to refinance one of its properties, which is located in the Barton Creek neighborhood of Austin, Texas and consists of 157 independent living units, 10 IL villas, 40 assisted living units, 23 memory care units and 42 skilled nursing beds. In order to refund $37.7 million in outstanding Series 2005 Bonds and finance renovations on the property, including a restoration project, SQLC turned to Ziegler to close a $50.69 million tax-exempt bond issue. The financing also helped fund a debt service reserve fund, pay the cost of issuance and... Read More »

Ziegler funds reposition project

by | Nov 13, 2015 8:32 am | Developments, Financings

A Kentucky nonprofit with plans to renovate and reposition its skilled nursing facility in the town of Covington (Cincinnati MSA) turned to Ziegler to close a $48.7 million non-rated, fixed-rate bond issue. Incorporated in 1962, Kenton Housing has repositioned its facility several times before, most recently in 1992 when the 210-bed facility existing today was constructed on an 11-acre plot in Covington. Now, the company plans to spend upwards of $33.5 million to both renovate its existing building and construct a new senior care facility in the town of Elsmere, which will consist of 54 skilled nursing beds and 20 memory care units. Kenton Housing will transfer the CON for 34 licensed... Read More »

Ziegler closes $135 million for Covenant Retirement Communities

by | May 26, 2015 5:55 pm | Financings

Ziegler closed over $135 million in financing for Covenant Retirement Communities (CRC), an Illinois not-for-profit that owns and operates CCRCs in several locations throughout the U.S. The Obligated group consists of 4,769 units in 14 communities across eight states, with 3,065 independent living units, 755 assisted living units, and 949 skilled nursing beds. To refund the company’s outstanding Series 2005 bonds in the amount of $118.11 million, fund a debt reserve fund and pay certain costs of issuance, CRC issued $112.8 million in fixed-rate refunding bonds. Closing concurrently was $22.34 million of variable rate refunding bonds, which were immediately placed with Bank of America with... Read More »