The SeniorCare Investor Dealmakers Forum, Senior Housing M&A

60 Seconds with Swett: Senior Care’s Resilience from Rising Interest Rates

Irving Levin — Tue, 15 Sep 2026 19:39:00 +0000

The 10-Year Treasury Rate rose above 5.00% this week, and the chances of a rate hike at the next Fed meeting are getting close to certain. But as rates have steadily risen throughout much the year, the seniors housing and care M&A market has remained remarkably insulated from any negative effects in terms of both […]

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Real Estate Investment Firm Closes Recapitalization

Irving Levin — Tue, 15 Sep 2026 19:37:28 +0000

Senior Living Transformation Company (SLTC), a real estate investment firm that integrates capital, technology, and healthcare strategies to enhance returns (and outcomes), closed a $300 million recapitalization of the Prime Care Portfolio. The off-market transaction was sourced directly through SLTC and saw no partners exit the portfolio. Ownership shares were reshuffled, with SLTC providing preferred […]

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CareTrust Makes Large SNF Purchase

Irving Levin — Tue, 15 Sep 2026 19:35:28 +0000

CareTrust REIT made a major off-market purchase in the skilled nursing sector, acquiring 2,622 licensed beds across a large portfolio in the Southwest. The facilities were triple-net leased to the existing operator under a long-term lease with annual inflation-based rent escalators and multiple renewal options. They are located in markets where both CareTrust and the […]

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Class-A Community Trades in Georgia

Steph Mallozzi — Tue, 15 Sep 2026 19:34:44 +0000

An undisclosed seller completed the sale of their Class-A seniors housing community Stockbridge, Georgia, with the help of HREA | Healthcare Real Estate Advisors. Built in 2022, Oaks at Eagle’s Landing comprises 36 independent living residences, including 18 cottages, along with 54 private assisted living residences and 32 memory care units. The [...]

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JLL Capital Markets Closes Two Sales and Financings

Irving Levin — Tue, 15 Sep 2026 19:29:14 +0000

AEW Capital Management has been active on the M&A front, having closed several transactions this year. Most recently, JLL Capital Markets announced it represented PGIM and Allegro Senior Living in its divestment of a seniors housing community to AEW and Foundry Commercial. JLL’s Senior Housing Capital Markets team, which included Senior Director Jim Dooley, handled […]

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Capital Funding Group’s Active Summer

Irving Levin — Tue, 15 Sep 2026 19:27:09 +0000

Capital Funding Group reported an exceptionally prolific summer, announcing two dozen transactions totaling more than $413 million from late June to late August. The transactions supported 54 skilled nursing and assisted living properties, plus a multifamily portfolio, across 13 states. The firm’s bridge activity was the largest category by count and dollar [...]

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BWE and BlackRock Finance New Active Adult Community

Steph Mallozzi — Tue, 15 Sep 2026 19:26:09 +0000

RISE, a real estate development and property management firm, secured financing from BWE and HPS, a part of BlackRock, to refinance a newly built active adult community. The community, RISE at Glen Kernan Park, comprises 109 one-bedroom and 127 two-bedroom apartments, as well as 72 single-story cottage units with attached garages. It is in Jacksonville, […]

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Owner/Operator Sheds SNFs to Exit Senior Care Industry

Steph Mallozzi — Mon, 14 Sep 2026 12:49:26 +0000

Evans Senior Investments represented an independent owner/operator in its exit from the senior care industry through the sale of two skilled nursing facilities in St. Albans, Vermont. The assets sit in areas with high barriers to entry and limited direct competition within a 20 mile radius. The facilities are Franklin County Rehab [...]

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RiverGlade Invests in Senior Living Residences

Ben Swett — Fri, 11 Sep 2026 19:38:11 +0000

A healthcare-focused private equity firm, RiverGlade Capital, has made an investment in Northeast operator Senior Living Residences, positioning the management for further growth. Currently, SLR operates 24 seniors housing communities in Massachusetts, Connecticut, New Hampshire, New Jersey and Rhode Island in a fee-based, third-party management model. It was founded in 1990 by Robert Larkin, who […]

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Live Oak Bank Refinances FL Property

Ben Swett — Fri, 11 Sep 2026 19:36:00 +0000

In July 2026, Live Oak Bank closed a $20.5 million refinance for The Meridian at Brandon, a 136-unit assisted living and memory care community in Brandon, Florida. The property is owned by a joint venture between the fully-integrated real estate services provider, investment manager, developer and operator Madison Marquette and Meridian Senior Living. The two […]

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Unbridled Living & Providence Capital Group Finance IL Purchase

Ben Swett — Fri, 11 Sep 2026 19:34:21 +0000

The CBRE National Senior Housing team arranged acquisition financing for an independent living community in the Midwest on behalf of a joint venture between Unbridled Living and Providence Capital Group. The loan totaled $18.516 million and was secured from a debt fund following a competitive process. It was non-recourse. Aron Will and Tim Root worked […]

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MONTICELLOAM Provides Acquisition Financing

Ben Swett — Fri, 11 Sep 2026 19:32:04 +0000

A Northeast-based senior living owner/operator has acquired a seniors housing community in New York. MONTICELLOAM provided $30 million in bridge financing to support the purchase. The asset comprises more than 120 assisted living beds. Not additional details have been disclosed. The deal comes a few weeks after MONTICELLOAM provided a $17 million [...]

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AHR Sets Stage for Further SHOP Growth

Steph Mallozzi — Thu, 10 Sep 2026 19:14:34 +0000

American Healthcare REIT has been particularly active in the senior care M&A space throughout the year and has a strong pipeline. To execute its growth initiates, the REIT has brought on several new hires. Over the last several months, Jeff Hanson was brought on as CEO and Gabe Willhite began his role as President, in […]

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Active Adult Community Secures Construction Financing

Steph Mallozzi — Thu, 10 Sep 2026 19:13:06 +0000

ARCTRUST Private Capital, the capital markets division of the ARCTRUST Group of Companies, secured financing on behalf of Edison Equity Residential, a seniors housing developer and operator. This is ARCTRUST’s second closing with Edison Equity Residential. North River Partners provided the construction loan, which will finance the development of an active adult community. [...]

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Brookdale Sees Occupancy Jump in August

Irving Levin — Thu, 10 Sep 2026 19:11:04 +0000

Brookdale Senior Living got a consolation prize after not topping the ASHA 50 operator rankings for the first time in over a decade (although we would argue that losing that top spot is a good thing for the operator). Its August occupancy figures came out, and Brookdale matched or exceeded its post-pandemic highs on a […]

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Charter Senior Living Secures New Private Equity JV Partner

Steph Mallozzi — Thu, 10 Sep 2026 19:07:34 +0000

Charter Senior Living partnered with an undisclosed private equity buyer in a recapitalization of a seniors housing community in Fox Lake, Illinois. Built in 2005, the community was well-maintained and comprises 64 units across two cottages dedicated to assisted living and two offering memory care. Charter Senior Living took over the management [...]

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Class-A Communities Trade in Separate Deals

Steph Mallozzi — Thu, 10 Sep 2026 19:06:38 +0000

Cushman & Wakefield’s Senior Housing Capital Markets team recently closed two transactions on behalf of separate sellers. In the most recent closing, the team facilitated the sale of a Class-A seniors housing community in Glastonbury, Connecticut (Hartford MSA). The Residence at Glastonbury comprises 135 assisted living and memory care units. At the [...]

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Three Senior Care Communities Change Hands

Steph Mallozzi — Thu, 10 Sep 2026 19:04:55 +0000

A mom & pop owner engaged Jeffrey Vegh and Joe Schiff of Forest Healthcare Advisors to help sell two senior care facilities in Illinois. The family owned the facilities for a long time, and the seller had considered a divestment two years earlier but ultimately held off before deciding at the start of 2026 that […]

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New Entrant Establishes Presence in Wisconsin

Steph Mallozzi — Thu, 10 Sep 2026 19:04:00 +0000

After 20 years of owning and operating a smaller CBRF in northwest Wisconsin, the owner decided to divest the asset to enter a well-earned retirement. The community was fully occupied and performing well at the time of sale, providing a strong foundation for the incoming owner. The buyer was a first-time seniors housing owner/operator entering […]

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The Inland Real Estate Group Secures Acquisition Financing

Irving Levin — Tue, 08 Sep 2026 18:58:47 +0000

The Inland Real Estate Group bought two seniors housing communities in the Chicago area, securing financing for the deal with the help of JLL Capital Markets. The two properties total 330 units of independent living, assisted living and memory care. They include Deer Park Village, a 188-unit community in Deer Park, which opened in 2016; […]

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Sonida Senior Living Expands

Irving Levin — Tue, 08 Sep 2026 18:57:48 +0000

Senior Living Investment Brokerage generated national buyer interest in a Sarasota assisted living/memory care community that was sold out of receivership, ultimately selling the asset to a publicly traded owner/operator. Built in 2016, The Fountains of Hope has 107 units and benefits from high barriers to entry with no new competing supply delivered within a […]

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Well-Performing Seniors Housing Community Trades in CA

Steph Mallozzi — Tue, 08 Sep 2026 18:56:18 +0000

A West Coast owner/operator closed on the sale of its well-performing seniors housing community after receiving multiple written LOIs from a competitive buyer pool. Located in Yuba City, California, the campus includes a 68-unit independent living community and a 71-unit assisted living/memory care community (47 AL and 24 MC) that were collectively 95% occupied and […]

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In-State Operator Expands Through CCRC Purchase

Steph Mallozzi — Tue, 08 Sep 2026 18:55:19 +0000

Not-for-profit, faith-based Lutheran Life Villages divested its CCRC in Indiana to Casa Consulting, an operator of seniors housing and skilled nursing facilities throughout the state. Built in 1972, The Village at Anthony Boulevard comprises 346 units in Fort Wayne. The seller began exploring the future of the campus in 2025, engaging Ziegler in the process. […]

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REIT Acquires Chicagoland Class-A Community

Steph Mallozzi — Tue, 08 Sep 2026 18:37:33 +0000

A global real estate investment firm recently divested a Class-A, full-continuum seniors housing community to a large national REIT. Trulee Evanston is near Chicago in Evanston, Illinois, with 127 independent living and assisted living units, plus 33 memory care units. The community was built in 2021 and was stabilized at the time of sale. [...]

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Silver Wave Capital Closes Off-Market Acquisition

Irving Levin — Fri, 04 Sep 2026 17:55:07 +0000

Silver Wave Capital was able to secure another off-market deal, bypassing a crowded bidding environment and acquiring two Michigan assets at a significant discount to replacement cost. The transaction included a 77-unit assisted living/memory care community in Bloomfield Hills and an 85-unit AL/MC community in Rochester. Both are in strong, affluent markets on visible sites, […]

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Knapp-Stahler Group Sells Boutique MC Community

Irving Levin — Fri, 04 Sep 2026 17:51:35 +0000

A well-operated memory care community in the San Francisco Bay Area found a new owner with the help of Chad Mundy and Nick Stahler of The Knapp-Stahler Group at Marcus & Millichap. Built in the late-1990s, the community features 34 units and more than 50 licensed beds, serving memory care residents. It is located in […]

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Operator Secures Financing Through HUD’s Express Lane

Steph Mallozzi — Fri, 04 Sep 2026 17:49:47 +0000

Helios Healthcare Advisors provided $8.9 million in HUD financing for a 75-unit assisted living/memory care community in Grand Prairie, Texas. A local real estate investor had built Mayberry Gardens of Grand Prairie in 2020 and leased it to an operator. After stabilizing the community, the borrower/operator recapitalized the asset through a joint venture with Orison […]

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Separate Sellers Divest Their Seniors Housing Communities

Steph Mallozzi — Thu, 03 Sep 2026 20:05:52 +0000

Senior Living Investment Brokerage started the month strong, announcing a slew of closings. In one of the deals, Vince Viverito, Jake Anderson and Ryan Saul represented an undisclosed seller in its divestment of two seniors housing communities that carry a skilled nursing license. They are in Wheat Ridge and Denver, Colorado. Totaling 266 units and […]

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AHR Announces Two Portfolio Closings

Steph Mallozzi — Thu, 03 Sep 2026 20:05:05 +0000

American Healthcare REIT has closed the first tranche of its eight-community acquisition from Kensington Senior Living. Comprising 464 units, the first six assets were purchased for $572 million, or $1.2 million per unit. Closing of the two remaining communities is expected in the fourth quarter. Newmark is handling the deal, which AHR plans to finance […]

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Cougar Capital Management Purchases NY Portfolio

Steph Mallozzi — Thu, 03 Sep 2026 20:02:07 +0000

Cougar Capital Management has been on an acquisition streak since making its first purchase in 2023. In just a few years, the company has built a portfolio of 28 communities and more than 2,000 units, with additional acquisitions in the pipeline. Most recently, Cougar announced it acquired three seniors housing communities in Western New York […]

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