• SLIB’s Red-Hot Start to May

    by | May 5, 2026 3:12 pm | Acquisitions

    Senior Living Investment Brokerage shot out of the gates in May, announcing six separate closings within just a couple of days. The closings included a couple of portfolios, two seniors housing asset sales and two skilled nursing deals. SLIB is on track for another record-breaking year. The largest deal was an eight-property seniors housing... Read More »

  • Independent Living Asset Near Breakeven Changes Hands

    by | May 5, 2026 2:56 pm | Acquisitions

    Blueprint handled the sale of a 60-unit independent living community located just outside of Cleveland, Ohio. At the time of sale, the property was operating around breakeven and offered the opportunity for upside. The option to transition the community to an assisted living waiver model was presented, but the incoming regional owner/operator... Read More »

  • National Health Investors Leans Further Into SHOP Growth

    by | May 5, 2026 2:54 pm | Acquisitions

    National Health Investors is continuing to lean into its SHOP segment, having invested $742.5 million into the strategy throughout the first quarter, a 106% increase from the prior year period. Year-to-date, the REIT has announced $212.4 million of investments, and is continuing to evaluate additional opportunities, focusing on private pay... Read More »

  • Senior Care Portfolio Secures Refinancing

    by | May 5, 2026 2:53 pm | Financings

    T7 Capital, a boutique seniors housing and healthcare advisory firm founded by industry veterans Ari Adlerstein and Josh Simpson, recently arranged a large bank refinancing for a portfolio of seniors housing and skilled nursing assets in Massachusetts. Working on behalf of a New York-based family office, T7 secured a $57.979 million loan from... Read More »

  • Regional Bank Provides Financing for MC Community

    by | May 5, 2026 2:51 pm | Financings

    Jeremy Warren of Montgomery Intermediary Group arranged a refinancing for a client’s 48-unit memory care community in Merrillville, Indiana. Originally built in 2016, the community was stabilized and had an approaching debt maturity. The owner sought to retire both the existing bank debt and an outstanding seller note from the initial... Read More »
Ziegler Closes Wisconsin CCRC Deal

Ziegler Closes Wisconsin CCRC Deal

by | Aug 10, 2021 4:14 pm | Acquisitions

Dan Revie, Don Husi, and Tedd Van Gorden from Ziegler represented Bridge Investment Group in the sale of its entrance-fee CCRC in Mequon, Wisconsin. LCS was the previous operator and will hand over management to the new owner, Iowa-based not-for-profit Lifespace Communities. No purchase price was disclosed, but Ziegler helped arrange acquisition financing for the deal. Built in 2003, the community has 159 independent living units, 36 assisted living units, 16 memory care units and 46 skilled nursing beds on a 52-acre campus. It will join six other Lifespace communities in the Midwest. Read More »
Ziegler Represents CJE SeniorLife in SNF Sale

Ziegler Represents CJE SeniorLife in SNF Sale

by | Aug 9, 2021 9:19 am | Acquisitions

Cascade Capital and Legacy Healthcare are acquiring a large skilled nursing facility in Skokie, Illinois, with Ziegler’s Dan Revie and Tedd Van Gorden representing the seller, CJE SeniorLife, in the transaction. Opened in 1981, the seven-story building has all private rooms, with 216 dually certified and 24 set aside for just Medicare patients. CJE Senior Living, in partnership with the Jewish Federation of Metropolitan Chicago, and Cascade/Legacy signed a letter of intent in February 2021 and closed the deal at the end of July. The purchase price was not disclosed.  Read More »
Ziegler Provides Financing For New Texas CCRC

Ziegler Provides Financing For New Texas CCRC

by | Jul 23, 2021 2:57 pm | Financings

Ziegler announced a $56.85 million bond closing for Westminster, a Texas-based not-for-profit corporation, to expand and renovate its Type-A CCRC in Austin. Set on 9.3 acres, the campus currently comprises 324 independent living units, 22 assisted living units and 85 skilled nursing beds, of which 30 are utilized for memory care. Life Care Services has managed the property since 1981.   LCS will also be providing development services for the expansion, which started in July 2020 and will feature a new five-story building with 43 IL, 36 AL and 38 MC units and another new five-story building with 18 IL units and a wellness center with a fitness center, PT/OT space and clinic. In addition,... Read More »
Ziegler Provides Financing For New Texas CCRC

Ziegler Finances Another CCRC Expansion

by | Jul 9, 2021 8:52 am | Financings

Investment banking firm Ziegler just closed on a $115.63 million bond financing for a Florida CCRC called Vicar’s Landing. The not-for-profit community is located in Ponte Vedra Beach on a 24.3-acre site within Sawgrass, a 4,800-acre private resort and residential community. The community currently includes 227 independent living units, 38 assisted living units and 60 skilled nursing facilities.   The new funds will be used to pay off some existing bond debt and partially finance a new project that will be located a mile from the current campus, to be called Vicar’s Landing at Oak Bridge. The proceeds will also be used to fund a debt service reserve fund, fund capitalized interest and pay... Read More »
Oregon CCRC Expanding with Bond Financing

Oregon CCRC Expanding with Bond Financing

by | Jun 22, 2021 10:10 pm | Developments, Financings

Friendsview, a Quaker-affiliated not-for-profit CCRC in Newburg, Oregon, is set to break ground on a new expansion and redevelopment project next month. To fund the project, the Type-A, entrance-fee-based community is set to receive $124.22 million in funding from bonds issued through the Yamhill County Hospital Authority and underwritten by Ziegler.   Greystone acted as the development consultant for the project, providing all necessary planning services to implement the project.   Bond financing is expected to be used toward three segments of Friendsview’s redevelopment project – Springbrook Meadows North, Sutton Terrace at University Village... Read More »