Sold a 2-Community MC Portfolio
May 2023
Illinois
$19,000,000
Sell-Side Advisor
Sold a 348-Unit IL/AL Community
May 2023
Elmhurst, Illinois
$15,700,000
Sell-Side Advisor
Sold a 306-Unit CCRC
May 2023
Oregon
$42,000,000
Financial Advisor
Sold a 2-Community CCRC Portfolio
December 2022
California
$34,000,000
Sell-Side Advisor
Financing to acquire and renovate an AL/MC Community
September 2022
Atlanta, Georgia
$9,342,000
Financial Advisor
Sold a SNF Community
July 2022
Massachusetts
Sell-Side Advisor
Sold an IL/AL/MC Community
June 2022
Florida
$90,000,000
Sell-Side Advisor
Financing to acquire and renovate an AL/MC Community
June 2022
Charlotte, North Carolina
$7,988,000
Financial Advisor
Financing to acquire an AL/SNF Community
June 2022
Muskego, Wisconsin
$4,952,000
Financial Advisor
Financing to acquire a CCRC
May 2022
Virginia
$35,250,000
Financial Advisor
Financing to acquire a 2-Community AL/MC Portfolio
April 2022
Florida
$20,525,000
Financial Advisor
Construction Financing for an AL Community
April 2022
Oregon
$24,000,000
Bank Placement
Refinancing of a 3-Community AL/MC/SNF Portfolio
February 2022
Wisconsin
$25,825,000
Financial Advisor
Sold a MC Community
December 2021
Illinois
$12,600,000
Sell-Side Advisor
Sold a CCRC
December 2021
Maryland
225 Units
Sell-Side Advisor
Financing to Acquire a SNF
December 2021
Texas
$5,100,000
Financial Advisor
Refinancing of an AL/MC Community
September 2021
Florida
$20,250,000
Financial Advisor
Refinancing of an AL/MC Community
September 2021
Oklahoma
$17,500,000
Financial Advisor
Sold a CCRC
July 2021
Wisconsin
257 Units
Sell-Side Advisor
Sold a CCRC
May 2021
Indiana
592 Units
Sell-Side Advisor
Sold a CCRC
May 2021
Missouri
543 Units
Sell-Side Advisor
Sold an AL Community
March 2021
Indiana
70 Units
Sell-Side Advisor
Acquired a Skilled Nursing Community
January 2021
Wisconsin
50 Beds
Buy-Side Advisor
AL/MC Community sold to a JV
December 2020
Kansas
120 Units
Sell-Side Advisor
Sold a 3-Community AL/MC/SNF Portfolio
December 2020
Wisconsin
554 Beds/Units
SELL-SIDE ADVISOR
Financing to acquire a 5-Community AL/SNF Portfolio
December 2020
Illinois
$49,400,000
Financial Advisor
Financing to acquire a 3-Community IL/AL Portfolio
October 2020
Washington & Montana
$42,600,000
FINANCIAL ADVISOR
Financing to acquire an IL/AL/MC Community
September 2020
Wisconsin
$10,050,000
Financial Advisor
Financing to acquire a 3-Community SNF Portfolio
August 2020
Delaware
$64,000,000
Financial Advisor
Acquired the IL portion of a CCRC
July 2020
Florida
$58,650,000 Series 2020A
and
$11,315,000 Series 2020B
Tax-Exempt and Taxable Bonds
Acquired a 2-Community AL Portfolio
July 2020
Massachusetts & Rhode Island
$24,300,000 Series 2020A
and
$18,245,000 Series 2020B
RENTAL SENIOR HOUSING BONDS
Sold a 3-Community SNF Portfolio to a JV
April 2020
Delaware
$67,000,000
Sell-Side Advisor
Sold a 142-Bed Skilled Nursing Facility
December 2019
Texas
$15,250,000
Buy-Side Advisor
Sold a Skilled Nursing Facility
November 2019
Illinois
$5,624,000
Sell-Side Advisor
Sold a 120-Bed Skilled Nursing Facility
November 2019
Florida
$26,000,000
Sell-Side Advisor
Sold a 120-Bed Skilled Nursing Facility
June 2019
Florida
$15,625,000
Sell-Side Advisor
Rental Senior Housing Bonds
August 2018
Florida, Ohio, Tennessee
$200,570,000
Sold a Entrance Fee LPC
May 2018
Texas
268 Units
Sell-Side Advisor
Sold an Entranc Fee CCRC
March 2018
Oklahoma
256 Units
Sell-Side Advisor
Purchased Two Family-Owned Senior Living Communities
March 2018
Wisconsin
Sell-Side Advisor
Sold a Senior Living Community
December 2016
Ohio
495 Units
Sell-Side Advisor
Sold a skilled nursing and assisted living facility
June 2016
Kansas
SELL-SIDE ADVISOR
Sold an Assisted Living Community
June 2016
Florida
80 Units
Sell-Side Advisor
Sold a Skilled Nursing Facility
April 2016
New York
SELL-SIDE ADVISOR
Sold a portfolio of 6 senior housing communities
July 2015
Indiana & Michigan
SELL-SIDE ADVISOR
Sold leasehold interest of an assisted living platform
July 2015
Wisconsin
SELL-SIDE ADVISOR
Sold a portfolio of 10 skilled nursing facilities
July 2015
Ohio, Washington & Wisconsin
SELL-SIDE ADVISOR
Sold an 182-unit senior living community
April 2015
California
SELL-SIDE ADVISOR
Sold an 122-bed skilled nursing facility
March 2015
Wisconsin
SELL-SIDE ADVISOR
Provided acquisition financing for an assisted living center
January 2015
Arkansas
90 Units
BUY-SIDE ADVISOR
Purchased a hospice operation in Lubbock, Texas
December 2014
SELL-SIDE ADVISOR
Purchased a 176-unit senior living community in Wisconsin
December 2014
SELL-SIDE ADVISOR
Sold an integrated post-acute care platform to
December 2014
SELL-SIDE ADVISOR
Entered into a sale/leaseback with American Healthcare Investors for two assisted living centers in Mississippi
September 2014
SELL-SIDE ADVISOR
Sold an 84-bed skilled nursing facility in Tennessee
August 2014
SELL-SIDE ADVISOR
Sold two skilled nursing facilities in Illinois to
July 2014
SELL-SIDE ADVISOR
Sold a 158-bed skilled nursing facility in Delaware to
July 2014
SELL-SIDE ADVISOR
Sold a 158-unit senior living community to
June 2014
SELL-SIDE ADVISOR
Sold a 548-unit Community on behalf of Minnesota Masonic Charities to
December 2013
SELL-SIDE ADVISOR
In the sale to
December 2012
SELL-SIDE ADVISOR
Sold a 258-unit CCRC on behalf of Milwaukee Protestant Home, Inc. to
October 2012
SELL-SIDE ADVISOR
Has leased 21 skilled nursing centers in Kentucky to a third party long-term care operator
July 2012
ADVISOR TO LESSOR
Purchased
May 2011
SELL-SIDE ADVISOR
Sold six nursing and rehabilitation centers in New York to
January 2011
SELL-SIDE ADVISOR
Sold a SNF/AL community with 10 IL apartments in Tyrone, Pennsylvania
December 2010
SELL-SIDE ADVISOR
Sold two long-term acute care hospitals in Kansas & Oklahoma to
December 2010
SELL-SIDE ADVISOR
Purchased a portfolio of six skilled nursing centers in Maryland from
November 2010
SELL-SIDE ADVISOR