FORT WAYNE, Ind. — Specialty investment bank Ziegler has announced the closing of the sale of The Village at Anthony Boulevard, a continuing care retirement community (CCRC) located in Fort Wayne. Ziegler served as the exclusive financial adviser to the seller, Lutheran Life Villages (LLV). Casa Consulting, a seniors housing operator, acquired the property for an undisclosed price. Ziegler began working with LLV in 2025 to assess the future of the CCRC, according to a release issued by the firm.
COZAD, Neb. — Cozad Community Health System has sold Meadowlark Pointe, an assisted living and memory care community located in Cozad. The buyer and sales price were not disclosed. Built in 2006 and renovated in 2019, the property totals 49 units. Bill Janis, Justin Valle, Jeff Rhodes and Cullen Nguyen of Decker Healthcare Group arranged the transaction. According to a press release issued by Decker, the facility was “operating below its potential and generating negative cash flow” at the time of sale, “creating a compelling value-add opportunity.”
NEW YORK CITY — Seniors housing and multifamily lending firm MonticelloAM has provided a $30 million bridge loan for an assisted living community located in New York. The borrower, a Northeast-based seniors housing owner and operator, used the loan proceeds to fund the acquisition of the property. The facility totals 120 licensed beds.
NEW BERN, N.C. — ThriveMore’s board of trustee’s has approved the next phase of design and development for Brice Pointe, the organization’s new continuing care retirement community (CCRC) in New Bern in coastal North Carolina. Situated on a 70-acre campus, the development will feature 152 independent living apartments; 52 villas and cottages; and 18 assisted living, memory care and skilled nursing units. Amenities at the CCRC will include walking trails, outdoor gathering spaces, wellness and educational opportunities and access to nearby golf, pickleball and tennis facilities. The community is scheduled to …
LAKEWOOD, Colo. — BWE Investment Sales (BWEIS) has arranged the sale of Lakewood Reserve Senior Living, a 137-unit assisted living and memory care community located in Lakewood, approximately eight miles southwest of downtown Denver. BWEIS represented the seller, a private equity seniors housing investor, in the transaction. A REIT acquired the community, which is operated by Stellar Senior Living. The property features 118 assisted living units and 19 memory care units. Amenities at the community include a beauty salon and barber shop, fitness center, theater and entertainment space, courtyards and outdoor …
DRIPPING SPRINGS, Texas — ARCTRUST Private Capital and Edison Equity Residential have announced plans to develop a new active adult community in Dripping Springs, roughly 25 miles west of Austin. Upon completion, Serenova at Dripping Springs will total 175 units reserved for residents age 55 and older. Residences will include 133 one-and two-bedroom apartments, as well as 42 private villas. Amenities at the property will include a restaurant and bar, fitness centers, a swimming pool, creative arts studio, club room, community lounge and marketplace and concierge services including assistance with reservations, …
BATAVIA and DEER PARK, Ill. — The Inland Real Estate Group has received $112 million in acquisition financing for the purchase of a seniors housing portfolio in metro Chicago. Totaling 330 units, the portfolio includes Deer Park Village in Deer Park and The Landings in Batavia. The communities comprise 188 and 142 units, respectively. Both properties feature a continuum of care, with independent living, assisted living and memory care residences. Dial Senior Living will continue to manage the properties on behalf of the new ownership. JLL Capital Markets arranged the financing …
BELLEVUE, Wash. — Senior living owner and operator Aegis Living has announced a scheduled leadership change, with plans for Dirk Burghartz to take over as CEO of the company in July 2027. He will succeed the current CEO and company founder Dwayne Clark, who established the organization in 1997. Following the transition, Burghartz will continue to serve as the company’s president, occupying a dual role. Additionally, Derek Doke, chief financial officer, will take on an expanded role as both chief financial officer and chief investment officer. Burghartz first joined Aegis as …
WASHINGTON, D.C. — Florida-based Discovery Senior Living has overtaken Brookdale Senior Living as the industry’s largest seniors housing operator, according to the newly published 2026 edition of the ASHA 50. Compiled by the American Seniors Housing Association (ASHA) and Seniors Housing Business, the annual ASHA 50 publication ranks the 50 largest owners and 50 largest operators nationally. Rankings in the 2026 edition are based on self-reported portfolio sizes as of June 1, 2026. This marks the first time in over a decade that Brentwood, Tennessee-based Brookdale has not topped the ASHA 50 operator rankings. Discovery claimed the …
ORLANDO and TAMPA, Fla. — Morgan Stanley Investment Management, through funds managed by Morgan Stanley Real Estate Investing (MSREI), has acquired a portfolio of two communities operated by AgeWell Senior Living in Florida — Sonata Lake Mary and the Preserve at Dunedin. Totaling 300 independent living, assisted living and memory care units, the communities are located in the Orlando and Tampa metropolitan areas. AgeWell will continue to manage the properties on behalf of the new ownership. The seller and sales price were not disclosed. “This investment reflects our focus on high-quality …