The SeniorCare Investor Dealmakers Forum, Senior Housing M&A

Interview with Frank Cassidy on His HUD Tenure

Ben Swett — Tue, 09 Jun 2026 20:06:55 +0000

The SeniorCare Investor‘s Managing Editor Ben Swett sat down with Frank Cassidy, who recently stepped down as as the Assistant Secretary for Housing and Federal Housing Commissioner at HUD after being appointed to that position by President Trump in April 2025 and confirmed by the Senate in December 2025, with bipartisan support. Frank came from […]

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Large Assisted Living Portfolio Trades

Steph Mallozzi — Tue, 09 Jun 2026 19:29:24 +0000

Blueprint completed the sale of a large assisted living portfolio comprising 12 communities throughout secondary and tertiary markets in Northern and Western Texas. The assets were primarily built in 1998, and comprised 445 total units. At the time of marketing, seven of the properties were over 94% occupied, while five presented a clear path for […]

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Kayne Anderson to Acquire Class-A Portfolio in Texas

Steph Mallozzi — Tue, 09 Jun 2026 19:28:45 +0000

Kayne Anderson Real Estate, the real estate private equity arm of Kayne Anderson, has established a new relationship with Tradition Seniors Living, a developer/owner/operator of luxury seniors housing communities across Texas. TSL was managing a Class-A seniors housing portfolio of five properties and was looking to recapitalize, ultimately bringing on Kayne Anderson as its joint-venture […]

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KeyBank Hires New Senior Mortgage Banker

Ben Swett — Tue, 09 Jun 2026 19:27:56 +0000

KeyBank Real Estate Capital announced that Bill Lafferty has joined the organization as a senior mortgage banker within its Commercial Mortgage Group. Lafferty reports to Jake Proctor, regional manager of the Commercial Mortgage Group, and is based in the firm’s Atlanta office. In this role, Lafferty will be responsible for originating commercial real estate loans […]

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Capital Group Acquires Full-Continuum Community

Steph Mallozzi — Tue, 09 Jun 2026 19:26:38 +0000

A full-continuum seniors housing community has traded in Tennessee, from an out-of-state seller’s hands to a Boston-based capital group’s. The buyer group’s vision and operational philosophy aligned with the seller’s long-term vision of the community. The property comprises 104 independent living, assisted living and memory care units, and a regional operator will manage it. Evans […]

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Joint Venture Acquires Value-Add IL/AL Community

Steph Mallozzi — Tue, 09 Jun 2026 19:25:23 +0000

12 Oaks Senior Living has expanded its portfolio with the addition of The Atriums in Overland Park. The purchase was completed alongside Silver Creek Equity and marks the joint venture’s second acquisition. The asset was built in 1987 as a hotel, but prior to opening it was converted to a seniors housing community, and it […]

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Transforming Age Grows in California

Steph Mallozzi — Fri, 05 Jun 2026 18:28:50 +0000

Transforming Age, through its business services affiliate GSI, has grown its management portfolio with the addition of two communities. Odd Fellows Home of California brought Transforming Age on to manage Saratoga Retirement Community in Saratoga, California, and The Meadows of Napa Valley in Napa, California. Both assets are CCRCs. Saratoga Retirement Community [...]

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National Healthcare Corporation Adds to Its Owned Portfolio

Steph Mallozzi — Fri, 05 Jun 2026 18:26:13 +0000

National HealthCare Corporation has increased its owned portfolio, a familiar story as operators are increasingly seeking a stake in the real estate they manage. The company announced the acquisition of five skilled nursing facilities that it has operated for decades, paving the way for a smooth transition. Four of the properties are in Tennessee and […]

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Struggling Skilled Nursing Facility Gets New Owner

Ben Swett — Fri, 05 Jun 2026 18:24:38 +0000

A large owner/operator based in California bought a 114-bed skilled nursing facility in Jasper, Texas, with Matthew Alley of Senior Living Investment Brokerage arranging the transaction. Timberidge Nursing & Rehabilitation Center was built in 1976 and was one of two SNFs in town. However, occupancy was low, around 37%, presenting an opportunity for the new […]

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Janus Living Expands with IL/MC Acquisition

Steph Mallozzi — Thu, 04 Jun 2026 17:43:12 +0000

Janus Living, Healthpeak Properties’ spinoff REIT, is continuing its momentum after its debut in the public markets in March. The REIT acquired Broadway Proper, which was built in 1988 and has been renovated over the years. The community comprises 232 independent living and assisted living units in Tucson, Arizona. Berkadia’s Cody Tremper, Dave Fasano, Mike […]

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Ensign Acquires a SNF and MC Community

Steph Mallozzi — Thu, 04 Jun 2026 17:41:57 +0000

The Ensign Group has acquired two senior care assets in separate transactions that closed on the same day. In one of the deals, Ensign acquired the real estate and operations of Woodland Health and Rehabilitation, which comprises 62 skilled nursing beds in Mount Pleasant, Iowa. The real estate was acquired by a subsidiary of Standard […]

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Several Colorado Senior Care Deals Close

Ben Swett — Thu, 04 Jun 2026 17:41:08 +0000

Senior Living Investment Brokerage announced a slew of Colorado closings. Two of the deals featured properties in Pueblo, including the sale of Villa Pueblo Senior Living Community. Built in 1964, the community has 223 units and 249 beds of independent living, assisted living and skilled nursing. It was occupied in the 80s, but no other […]

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Large Owner/Operator Exits Alabama

Ben Swett — Thu, 04 Jun 2026 17:36:10 +0000

The Alabama activity continues from Senior Living Investment Brokerage, with Dan Geraghty, Jeff Binder and Brad Clousing arranging the sale of an assisted living/memory care community in Tuscaloosa. Set just two miles northeast of the downtown area, the 54-unit community was built in 1994 and 2003. It is licensed for 60 SCALF beds, which permits […]

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The Pennant Group Purchases Stand-Alone MC Community

Steph Mallozzi — Thu, 04 Jun 2026 17:34:23 +0000

A purpose-built, standalone memory care community traded hands in Tucson, Arizona. Built in 2012, the building features 40 units with 66 beds, and operated with stabilized occupancy throughout the marketing process. Amy Sitzman, Steve Thomes, Jake Rice and Kory Buzin of Blueprint handled the sale on behalf of an undisclosed seller. The [...]

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Blueprint Closes Three-Asset Portfolio Deal

Steph Mallozzi — Thu, 04 Jun 2026 17:33:24 +0000

Connor Doherty and Ryan Kelly of Blueprint handled the sale of a three-property skilled nursing and seniors housing portfolio. The assets sit in Ohio and Pennsylvania with operational stability and long-term growth potential. They also have strong referral relationships and reputations. There was significant interest from regional owner/operators seeking scale in the [...]

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Colorado and Missouri Assets Sell in Separate Deals

Steph Mallozzi — Thu, 04 Jun 2026 17:32:15 +0000

Evans Senior Investments handled the sale of a handful of senior care assets through separate transactions. In one of the deals, the firm represented an undisclosed seller in its divestment of Cherry Hills Assisted Living & Memory Care. The asset comprises 85 units in Centennial, Colorado, in the Denver MSA. It was built in 2017 […]

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JLL Secures Separate Financings for Two Class-A Communities

Steph Mallozzi — Thu, 04 Jun 2026 17:31:20 +0000

JLL Capital Markets, through its lending arm JLL Real Estate Capital, LLC, closed a $20.3 million HUD loan for a high-performing seniors housing community, Spring Village at Dover. The sponsor was a private equity group that partnered with Woodbine Senior Living, a Northeast-based regional operator. The competitively priced, non-recourse financing features a long-term fixed rate […]

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Owner/Operator Secures Refinance

Steph Mallozzi — Wed, 03 Jun 2026 12:34:26 +0000

Twenty20 Management has secured refinancing for English Meadows – Crozet Campus in Virginia, which the company acquired in 2019 from a local not-for-profit. The $7.05 million loan was provided by Freedom First, based in Roanoke, Virginia. Approximately $500,000 of the proceeds will fund a new phase of interior renovations, which will be managed by Alkemis […]

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Evans Senior Investments Handles SNF Sale

Steph Mallozzi — Wed, 03 Jun 2026 12:32:24 +0000

Evans Senior Investments arranged the sale of a skilled nursing facility in Colorado, advising its independent owner/operator in the process. A Utah-based owner that continues to grow its presence in the state bought the facility for $20.8 million, or $160,000 per bed. The deal closed in 115 days, from start to finish.

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Town Lane and Arcole Acquire in Texas

Ben Swett — Wed, 03 Jun 2026 12:30:47 +0000

Town Lane made its sixth seniors housing investment through its inaugural $1.25 billion real estate fund in partnership with Arcole by acquiring a 186-unit seniors housing community in League City, Texas. Grand Living at Tuscan Lakes, a Class-A community located approximately 30 miles southeast of Houston, features independent living, assisted living and memory care services […]

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LTC Properties Expands Its SHOP Portfolio, Again

Steph Mallozzi — Wed, 03 Jun 2026 12:21:34 +0000

LTC Properties is continuing to expand its seniors housing presence, most recently announcing its purchase of an assisted living/memory care community in Phoenix, Arizona, for $54 million, or $520,000 per unit. The community was generating around $3.65 million of NOI, resulting in a 6.75% cap rate. LTC Properties will retain the incumbent operator, MorningStar Senior […]

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60 Seconds with Swett: Previewing The Lenders Roundtable

Ben Swett — Wed, 03 Jun 2026 12:19:00 +0000

A flood of liquidity has helped fuel the most active M&A market on record in the seniors housing and care industry, and few are predicting a slowdown in dealmaking. But with property prices surging, competition among lenders increasing, and the 10-year Treasury rate spiking, how are lending terms and pricing changing? What options are available […]

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Ignite Medical Resorts Enters North Carolina

Steph Mallozzi — Wed, 03 Jun 2026 12:16:18 +0000

A skilled nursing portfolio in the Charlotte, North Carolina MSA traded hands with the help of Brandon Bohland and Collin Hempfling of Senwell Senior Investment Advisors. The duo represented AHSNF, Inc., a North Carolina-based not-for-profit corporation affiliated with Atrium Health. The portfolio encompasses four facilities that total more than 500 beds. Atrium [...]

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Ziegler Closes Two Separate Financings

Steph Mallozzi — Wed, 03 Jun 2026 12:10:59 +0000

Ziegler recently announced the closing of two separate bond transactions. First, it closed Londonderry Village’s $30.75 million Series 2026A and 2026B bonds issued through the West Cornwall Township Municipal Authority. This transaction marks LV’s third public financing with Ziegler. Londonderry Village, is a Pennsylvania not-for-profit corporation, is a CCRC on approximately 146 [...]

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Sonida Senior Living Creates A New Role

Steph Mallozzi — Wed, 03 Jun 2026 12:09:15 +0000

Following in Brookdale Senior Living’s footsteps, Sonida Senior Living created a new role, COO, and appointed Anton Nikodemus, who will serve in the role beginning June 15. Nikodemus brings 30 years of executive-level hospitality and operations leadership to Sonida, where he will oversee end-to-end operational performance across the portfolio. He will lead Sonida’s continued focus […]

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Michigan Assisted Living Community Changes Hands

Ben Swett — Fri, 29 May 2026 18:16:14 +0000

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 […]

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Assisted Living/Memory Care Portfolio Secures Bond Financing

Steph Mallozzi — Fri, 29 May 2026 18:14:39 +0000

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 properties will continue to be managed by Suite […]

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Another Record Year on the Horizon

Steph Mallozzi — Fri, 29 May 2026 18:13:46 +0000

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 […]

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Northstar Senior Living and Alta Senior Living Merge

Ben Swett — Thu, 28 May 2026 19:32:22 +0000

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 […]

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In-Place Operator Acquires Senior Care Campus

Steph Mallozzi — Thu, 28 May 2026 19:28:31 +0000

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 $36.5 million floating rate loan […]

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