Finance

Lument Arranges $33.6M Construction Loan for Affordable Housing Development in Dallas

by Hayden Spiess June 27, 2025

DALLAS — Lument Real Estate Capital has arranged a $33.6 million Freddie Mac loan to facilitate the construction of a new affordable seniors housing development in Dallas. The borrowers are DHA Housing Solutions of North Texas and Volunteers of American National Services (VOANS). Tracy Peters and Dale Giffey of Lument led the transaction. In addition to the $33.6 million Freddie Mac Tax-Exempt Loan (TEL), Lument Securities provided bond underwriting services for $45.6 million in tax-exempt cash collateralized bonds. The total project cost is $96.7 million. Upon completion, the property, dubbed The …

June 27, 2025

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Webinar: 2025 Seniors Housing Investment Outlook — Where Is Deal Velocity Now and Where Is It Headed?

by Sarah Daniels June 19, 2025

The June 17 webinar “2025 Seniors Housing Investment Outlook — Where Is Deal Velocity Now and Where Is It Headed?” sponsored by CBRE, convened a powerhouse panel of executives from across the investment, development, lending and operating landscape. The session delivered candid insights on the seniors housing market’s shifting terrain as panelists discussed capital market dynamics, operational challenges and forward-looking investment and development strategies. The webinar addressed critical questions facing the seniors housing sector as we move into the second half of 2025: Who’s investing? What capital is available? How …

June 19, 2025

Active Adult Development Finance New Jersey News

Procida Secures $140M Loan for Active Adult Development in Cherry Hill, New Jersey

by Hayden Spiess June 17, 2025

CHERRY HILL, N.J. — Procida Funding & Advisors has secured a $140 million loan for the completion of the development of The Plaza Grande, a new active adult community currently underway in Cherry Hill. Madison Realty Capital and Pearlmark provided the financing. Madison Realty Capital also provided a construction loan for the project in 2021. Upon completion, The Plaza Grande will comprise 507 units for residents age 55 and older. Amenities at the community, which will feature an 18,500-square-foot clubhouse, will include indoor and outdoor pools, tennis courts, pickleball courts, theaters, …

June 17, 2025

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Locust Point Capital Closes $668M Fund, Appoints New President

by Hayden Spiess June 17, 2025

MIAMI — Investment firm Locust Point Capital, which operates exclusively in the seniors housing and care sector, has closed its Locust Point Private Credit Fund III with $668 million in total capital commitments. This marks a 56 percent increase over raise of the firm’s predecessor vehicle, which closed at $428 million. According to Locust Point, Fund III will continue to execute the firm’s core strategy, which includes providing structured credit solutions to owner-operators of seniors housing communities. “Having invested in the seniors housing industry for more than three decades, I believe …

June 17, 2025

Assisted Living Finance Illinois Independent Living Memory Care News

Canyon Partners Provides $47M Refinancing for Seniors Housing Community in Chicago

by Hayden Spiess June 11, 2025

CHICAGO — Canyon Partners Real Estate has provided a $47 million senior loan for the refinancing of American House Oak Park, a 174-unit seniors housing community in Chicago. A joint venture between affiliates of AEW Capital Management and REDICO was the borrower. Located in the Oak Park neighborhood, the property comprises 74 independent living, 65 assisted living and 35 memory care units. Amenities at the community include a rooftop lounge, roof terraces, fitness options, a salon, game room, art studio and theater. Newmark facilitated the financing.

June 11, 2025

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Webinar: Seniors Housing Shift — How Underwriting, Valuation, and Capitalization are Changing

by Sarah Daniels June 10, 2025

The June 5 webinar “Seniors Housing Shift: How Underwriting, Valuation, and Capitalization Are Changing” brought together industry leaders to share insights on evolving investment strategies, lending dynamics and value trends across the seniors housing sector. Sponsored by Blueprint, the session offered expert commentary on a transforming market as operators and capital providers recalibrate while costs, occupancy, margins and interest rates stabilize. The panel examined shifts in underwriting assumptions, investor return expectations and the availability of both debt and equity capital. With a focus on market fundamentals and practical strategies, the …

June 10, 2025

Assisted Living Finance News Wisconsin

MonticelloAM Provides $28M Bridge Financing for Two Properties in Wisconsin

by Hayden Spiess June 10, 2025

NEW YORK CITY — MonticelloAM has provided a $28 million senior bridge loan to finance two seniors housing properties located in Wisconsin. Karina Davydov of New York City-based MonticelloAM originated the transaction on behalf of the undisclosed borrower, a Midwest-based operator. The borrower plans to use the floating-rate loan, which carries a 24-month initial term, to refinance existing debt. Together the assisted living communities, which are located near Madison and Milwaukee, comprise 170 beds.

June 10, 2025

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BMO Healthcare Provides $41M Acquisition Financing for Community Near Portland, Oregon

by Hayden Spiess June 4, 2025

SHERWOOD, Ore. — BMO Healthcare’s Real Estate Finance group has provided a $41 million loan for the acquisition of The Ackerly at Sherwood, a senior living community located in Sherwood, roughly 15 miles southwest of Portland. A joint venture between an institutional investor and Merrill Gardens is the borrower. Merrill Gardens will manage and operate the property. The Ackerly at Sherwood totals 130 units with independent living, assisted living and memory care residences. Based in Seattle, Merrill Gardens manages more than 60 seniors housing communities across 20 states.

June 4, 2025

Finance Massachusetts News

Diversified Healthcare Secures Two Financings Totaling $94.3M, Retires Senior Notes

by Hayden Spiess June 4, 2025

NEWTON, Mass. — Diversified Healthcare Trust (DHC), a Massachusetts-based real estate investment trust focused on healthcare properties, has secured two financings totaling $94 million. The financings include a $64 million five-year mortgage loan and a $30.3 million ten-year Fannie Mae mortgage loan. DHC plans to use the loans to repay the remaining $100 million of the company’s 9.75 percent senior notes due June 2025. A portfolio of six seniors housing communities managed by Five Star Senior Living secures the financings. With a fixed interest rate of roughly 6.6 percent, the $64 …

June 4, 2025

Finance Florida News Skilled Nursing

MonticelloAM Provides $108.8M Financing for Skilled Nursing Portfolio in Florida

by Hayden Spiess May 21, 2025

NEW YORK CITY — New York City-based MonticelloAM has provided roughly $108.8 million in financing for a portfolio of skilled nursing facilities located in southern Florida. The portfolio totals 500 beds across three properties. The undisclosed borrower plans to use the financing, which comprises a $105.5 million floating-rate senior bridge loan and $3.3 million working capital facility, to refinance existing debt and cover day-to-day operational needs.

May 21, 2025

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