Assisted Living

Senior Living Margins Webinar panel

The March 11 webinar “Senior Living Margins: How to Maintain Rate & Keep the Resident Experience Elevated” sponsored by JD Solutions Group, explored how senior living operators are navigating a paradoxical environment: strong occupancy driven by favorable demographics alongside sustained margin compression from rising labor, insurance and operating costs.  Panelists emphasized that high occupancy alone no longer guarantees financial success, as today’s operating landscape is defined by complexity. Evolving consumer expectations, ongoing staffing challenges, increased regulatory pressures and a rapidly changing digital marketing ecosystem are reshaping the seniors housing outlook. A …

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Waltonwood-Lead-Mine_Raleigh-N.C

RALEIGH, N.C. — Singh Development has completed and opened Waltonwood Lead Mine, a new luxury seniors housing community located in Raleigh.  Architecture and design firm Cline designed the property, which features assisted living and memory care residences. The community has the capacity for up to 100 residents and will be operated under Singh’s Waltonwood Senior Living brand.  The project team also included Choate Construction, Lighthouse Engineering and structural engineer Hauser and Creech. 

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Oyster-Bay-Community

OYSTER BAY, N.Y. — Senior Living Investment Brokerage has arranged the sale of an assisted living and memory care campus located in Oyster Bay in Long Island.  Comprised of two facilities, the property totals 136 units and 208 licensed beds. According to SLIB, the campus was 83 percent occupied at the time of marketing.  A local owner and operator sold the property to a real estate investor for an undisclosed price. Dave Balow and Ryan Saul of SLIB brokered the transaction on behalf of the seller. 

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The-Canopy-at-Boynton-Ridge_Boynton-Ridge-Ga

ORLANDO, Fla. — Foundry Commercial has acquired five communities located in Georgia and Florida.  Totaling 320 units, the portfolio comprises two communities in Warner Robins and Boynton Ridge, Georgia — purchased in October 2025 — and three communities in Florida, which were acquired in February 2026. The Florida properties are located in Jacksonville, Titusville and Plant City.  Each of the communities will be operated by Allegro Living Management under the Alto brand. Of the units, 220 are assisted living residences, and 100 are memory care units.  “These newer vintage assets, with …

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Assisted-Living-Portfolio

NEW YORK CITY — Berkadia has arranged $114.4 million in refinancing for an assisted living portfolio located in Ohio and Pennsylvania. A joint venture between New Perspective Senior Living and an undisclosed seniors housing owner was the borrower.  Totaling 580 units, the portfolio is located in metro Cleveland and western Pennsylvania. As of January 2025, occupancy throughout the portfolio was 86 percent. The joint venture acquired the portfolio in 2022.  Bloomfield Capital Partners provided the financing, which includes a two-year, interest-only bridge loan. Steve Muth, Garrett Sacco, Austin Sacco and Alec …

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MARBLE FALLS, Texas — Helios Healthcare Advisors has arranged acquisition financing for an assisted living community located in Marble Falls, roughly 50 miles northwest of Austin. Marble Falls Assisted Living totals 25 units. According to Helios, the community was underperforming at the time of financing.  An Arkansas-based bank provided the financing. Bill Janis, Justin Valle and Cullen Nguyen of Helios secured and structured the financing, which features a 100 percent loan-to-cost ratio, on behalf of the borrower.  “Financing terms this favorable were available in large part due to the bank’s smaller …

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American-House-The-Palms_Fort-Myers-Fla

FORT MYERS, Fla. — American House Senior Living Communities has assumed the management of The Palms of Fort Myers, a seniors housing community located in Fort Myers. American House now operates 14 Ventas-owned properties. The community, which totals 218 units, will be rebranded as American House The Palms. Residences at the property include 148 independent living units, 47 assisted living units and 23 memory care apartments. Amenities at American House The Palms include a bar and cocktail lounge, chapel, covered parking, a library, movie theater and outdoor pool.  “Florida continues to …

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Modena-Green-Oaks_Lake-Bluff-Ill

LAKE BLUFF, Ill. — Town Lane and seniors housing platform Arcole have acquired The Sheridan at Green Oaks in Lake Bluff, roughly 35 miles outside downtown Chicago.  Town Lane and Kelly Sheehy, who serves as managing partner of the platform, launched Arcole late last year. This marks the fifth senior living investment for Town Lane’s inaugural $1.3 billion real estate fund.  Totaling 198 independent living, assisted living and memory care units, The Sheridan at Green Oaks was built in 2016. The community encompasses more than 220,000 square feet on a 17-acre …

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GALLATIN, Tenn. — BWE has arranged the sale and financing of The Capstone at Station Camp, a senior living community located in Gallatin, roughly 30 miles northeast of Nashville.  Totaling 100 units, the property features assisted living and memory care.  Charley Bissell, Ryan Stoll and Taylor Mokris of BWE represented the seller, Hunt Midwest, in the transaction. BWE also secured non-recourse acquisition financing through a regional bank on behalf of the undisclosed buyer.  Kansas City-based Hunt Midwest is a privately held development company that has developed more than 875 assisted living …

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JACKSONVILLE, Fla. — Berkadia has brokered the sale of a 130-unit seniors housing community located near Jacksonville.  Built in 2015, the property offers independent living, assisted living and memory care.  A Maryland-based private equity investment firm sold the community to an undisclosed buyer. Ross Sanders, Dave Fasano, Cody Tremper and Mike Garbers of Berkadia represented the seller in the transaction. 

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