BETHESDA, Md. — Frank Cassidy has rejoined Walker & Dunlop as senior managing director, following his tenure as commissioner of the Federal Housing Administration (FHA) and assistant secretary for housing at the U.S. Department of Housing and Urban Development (HUD). Cassidy, who previously helped grow the firm’s FHA lending platform, will advise clients on FHA and government-sponsored enterprise strategies, helping clients navigate the changing policy and capital markets environment. “Frank returns to Walker & Dunlop at a defining moment in the housing industry,” says Sheri Thompson, executive vice president and head of …
NEW YORK CITY — Seniors housing and multifamily bridge lending platform MonticelloAM has added Jason Liu to its accounting team as deputy chief financial officer. Liu will oversee investor and lender reporting, manage liquidity, review financial statements and support accounting workflows. “Mr. Liu’s deep experience in real estate finance and his track record managing complex reporting for large, institutional-scale portfolios make him a strong addition to our team,” says Jonathan Litt, Principal & Co-founder of MONTICELLOAM. “His expertise will strive to bring added rigor and clarity to our financial operations as we scale.” …
BRENTWOOD, Tenn. — American House Senior Living Communities, in collaboration with AEW Capital Management and Winterpast Capital Partners, has assumed management of Traditions of Mill Creek in Brentwood. The property, which totals 130 units, will be operated as American House Mill Creek moving forward. Built in 2020, the community features 59 independent living, 47 assisted living and 24 memory care units. American House operates a portfolio of more than 80 communities. This brings the company’s Tennessee portfolio to 12 properties.
BOCA RATON, Fla. — Investment management firm Bridgepoint Group has entered into an agreement to acquire Florida-based Kayne Anderson Real Estate for roughly $1.4 billion. The deal is scheduled to be completed before the end of this year, subject to shareholder and regulatory approvals. Founded in 2007, Kayne Anderson Real Estate invests in alternate real estate sectors, including student housing, seniors housing, multifamily and self-storage. The company maintains approximately $22 million in assets under management, including debt. Since entering the seniors housing space in 2013, Kayne Anderson Real Estate has invested …
WALTHAM, Mass. — Benchmark Senior Living has appointed Sigrid “Sam” Usen senior vice president and general counsel. In her role, Usen will lead the company’s legal department, providing strategic counsel. She most recently served as assistant general counsel and chief compliance officer at The RMR Group, a publicly traded alternative asset management firm. RMR Group’s portfolio includes 208 senior living properties. Usen also previously practiced law at Skadden, Arps, Slate, Meagher & Flom LLP and worked at Merrilly Lynch as vice president and senior counsel. “Sam has been a trusted voice …
BRENTWOOD, Tenn. — Brookdale Senior Living has named Margaret Cabell as the company’s new chief sales officer. This marks a return for Cabell, who earlier in her career spent 15 years at Brookdale in various leadership roles. Cabell most recently served as chief community relations officer and head of sales at A Place for Mom, a for-profit senior care referral service and lead aggregator. Prior to that, she held the role of chief executive officer of Harmony Senior Services. “As chief sales officer, Margaret’s leadership will be instrumental in advancing our …
CHICAGO — Greystone has added Joshua Rosen to its seniors housing and healthcare platform. Rosen is joining the firm as senior managing director. Based in Chicago, Rosen will focus on originating seniors housing and healthcare loans. He will report to Mordecai Rosenberg, head of FHA lending at Greystone. Rosen most recently served as a senior vice president and managing director at Walker & Dunlop. “Josh’s deep relationships in the seniors housing and healthcare space and client-first approach make him a natural fit for Greystone,” says Rosenberg.
NEW YORK CITY — Greystone has named Nicholas Gesue as chief operating officer. Gesue, who has more than 25 years of experience in commercial real estate finance platforms, will oversee daily operations across Greystone’s lending, servicing and asset management businesses. He will report directly to Steve Rosenberg, chief executive officer and founder of the company. Gesue most recently served as chief executive officer of NewPoint Real Estate Capital and led the firm through a $425 million sale to Franklin BSP Realty Trust in 2025. He has also served as chief executive …
CHICAGO — Plante Moran Living Forward, the senior living development advisory division of firm Plante Moran Realpoint, has added Adam Heavenrich to the organization. Heavenrich, who brings more than 30 years of experience advising within the seniors housing sector, will lead the capital markets practice, with a focus on structured finance, senior living and sale-leaseback transactions. According to the company, the addition of Heavenrich will expand Plante Moran Living Forward’s ability to deliver integrated transaction and capital markets advisory services within the senior living sector. “Senior living providers are facing unprecedented …
SAN FRANCISCO — Senior living software company Cubigo has appointed a new chief growth officer. Chris Mohrman, who has previously held roles with both Markentum and WelcomeHome, will assume the role. Mohrman will lead sales and marketing operations, oversee go-to-market strategy and drive pipeline and revenue growth. “I’m thrilled to begin my new role as VP of Growth at Cubigo and partner with an incredible team focused on innovation in senior living,” says Mohrman. “In this role, I will be helping accelerate growth, strengthen industry partnerships and most importantly create …
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