SENIOR HOUSING & CARE TRANSACTIONS

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Sold a 2-Community MC Portfolio
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May 2023
Illinois

$19,000,000

Sell-Side Advisor
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Sold a 348-Unit IL/AL Community
May 2023
Elmhurst, Illinois

$15,700,000

Sell-Side Advisor
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Sold a 306-Unit CCRC
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May 2023
Oregon

$42,000,000

Financial Advisor
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Sold a 2-Community CCRC Portfolio
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December 2022
California

$34,000,000

Sell-Side Advisor
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Financing to acquire and renovate an AL/MC Community
September 2022
Atlanta, Georgia

$9,342,000

Financial Advisor
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Sold a SNF Community
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July 2022
Massachusetts
Sell-Side Advisor
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Sold an IL/AL/MC Community
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June 2022
Florida

$90,000,000

Sell-Side Advisor
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Financing to acquire and renovate an AL/MC Community
June 2022
Charlotte, North Carolina

$7,988,000

Financial Advisor
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Financing to acquire an AL/SNF Community
June 2022
Muskego, Wisconsin

$4,952,000

Financial Advisor
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Financing to acquire a CCRC
May 2022
Virginia

$35,250,000

Financial Advisor
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Financing to acquire a 2-Community AL/MC Portfolio
April 2022
Florida

$20,525,000

Financial Advisor
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Construction Financing for an AL Community
April 2022
Oregon

$24,000,000

Bank Placement
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Refinancing of a 3-Community AL/MC/SNF Portfolio
February 2022
Wisconsin

$25,825,000

Financial Advisor
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Sold a MC Community
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December 2021
Illinois

$12,600,000

Sell-Side Advisor
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Sold a CCRC
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December 2021
Maryland

225 Units

Sell-Side Advisor
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Financing to Acquire a SNF
December 2021
Texas

$5,100,000

Financial Advisor
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Refinancing of an AL/MC Community
September 2021
Florida

$20,250,000

Financial Advisor
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Refinancing of an AL/MC Community
September 2021
Oklahoma

$17,500,000

Financial Advisor
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Sold a CCRC
July 2021
Wisconsin

 257 Units

Sell-Side Advisor
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Sold a CCRC
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May 2021
Indiana

592 Units

Sell-Side Advisor
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Sold a CCRC
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May 2021
Missouri

543 Units

Sell-Side Advisor
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Sold an AL Community
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March 2021
Indiana

70 Units

Sell-Side Advisor
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Acquired a Skilled Nursing Community
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January 2021
Wisconsin

50 Beds

Buy-Side Advisor
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AL/MC Community sold to a JV
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December 2020
Kansas

120 Units

Sell-Side Advisor
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Sold a 3-Community AL/MC/SNF Portfolio
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December 2020
Wisconsin

554 Beds/Units

SELL-SIDE ADVISOR
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Financing to acquire a 5-Community AL/SNF Portfolio
December 2020
Illinois

$49,400,000

Financial Advisor
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Financing to acquire a 3-Community IL/AL Portfolio
October 2020
Washington & Montana

$42,600,000

FINANCIAL ADVISOR
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Financing to acquire an IL/AL/MC Community
September 2020
Wisconsin

$10,050,000

Financial Advisor
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Financing to acquire a 3-Community SNF Portfolio
August 2020
Delaware

$64,000,000

Financial Advisor
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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
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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
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Sold a 3-Community SNF Portfolio to a JV
April 2020
Delaware

$67,000,000

Sell-Side Advisor
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Sold a 142-Bed Skilled Nursing Facility
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December 2019
Texas

$15,250,000

Buy-Side Advisor
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Sold a Skilled Nursing Facility
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November 2019
Illinois

$5,624,000

Sell-Side Advisor
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Sold a 120-Bed Skilled Nursing Facility
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November 2019
Florida

$26,000,000

Sell-Side Advisor
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Sold a 120-Bed Skilled Nursing Facility
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June 2019
Florida

$15,625,000

Sell-Side Advisor
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Rental Senior Housing Bonds
August 2018
Florida, Ohio, Tennessee
$200,570,000
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Sold a Entrance Fee LPC
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May 2018
Texas

268 Units

Sell-Side Advisor
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Sold an Entranc Fee CCRC
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March 2018
Oklahoma

256 Units

Sell-Side Advisor
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Purchased Two Family-Owned Senior Living Communities
March 2018
Wisconsin
Sell-Side Advisor
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Sold a Senior Living Community
December 2016
Ohio

495 Units

Sell-Side Advisor
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Sold a skilled nursing and assisted living facility
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June 2016
Kansas
SELL-SIDE ADVISOR
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Sold an Assisted Living Community
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June 2016
Florida

80 Units

Sell-Side Advisor
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Sold a Skilled Nursing Facility
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April 2016
New York
SELL-SIDE ADVISOR
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Sold a portfolio of 6 senior housing communities
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July 2015
Indiana & Michigan
SELL-SIDE ADVISOR
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Sold leasehold interest of an assisted living platform
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July 2015
Wisconsin
SELL-SIDE ADVISOR
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Sold a portfolio of 10 skilled nursing facilities
July 2015
Ohio, Washington & Wisconsin
SELL-SIDE ADVISOR
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Sold an 182-unit senior living community
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April 2015
California
SELL-SIDE ADVISOR
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Sold an 122-bed skilled nursing facility
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March 2015
Wisconsin
SELL-SIDE ADVISOR
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Provided acquisition financing for an assisted living center
January 2015
Arkansas

90 Units

BUY-SIDE ADVISOR
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Purchased a hospice operation in Lubbock, Texas
December 2014
SELL-SIDE ADVISOR
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Purchased a 176-unit senior living community in Wisconsin
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December 2014
SELL-SIDE ADVISOR
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Sold an integrated post-acute care platform to
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December 2014
SELL-SIDE ADVISOR
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Entered into a sale/leaseback with American Healthcare Investors for two assisted living centers in Mississippi
September 2014
SELL-SIDE ADVISOR
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Sold an 84-bed skilled nursing facility in Tennessee
August 2014
SELL-SIDE ADVISOR
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Sold two skilled nursing facilities in Illinois to
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July 2014
SELL-SIDE ADVISOR
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Sold a 158-bed skilled nursing facility in Delaware to
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July 2014
SELL-SIDE ADVISOR
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Sold a 158-unit senior living community to
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June 2014
SELL-SIDE ADVISOR
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Sold a 548-unit Community on behalf of Minnesota Masonic Charities to
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December 2013
SELL-SIDE ADVISOR
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In the sale to
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December 2012
SELL-SIDE ADVISOR
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Sold a 258-unit CCRC on behalf of Milwaukee Protestant Home, Inc. to
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October 2012
SELL-SIDE ADVISOR
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Has leased 21 skilled nursing centers in Kentucky to a third party long-term care operator
July 2012
ADVISOR TO LESSOR
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Purchased
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May 2011
SELL-SIDE ADVISOR
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Sold six nursing and rehabilitation centers in New York to
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January 2011
SELL-SIDE ADVISOR
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Sold a SNF/AL community with 10 IL apartments in Tyrone, Pennsylvania
December 2010
SELL-SIDE ADVISOR
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Sold two long-term acute care hospitals in Kansas & Oklahoma to
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December 2010
SELL-SIDE ADVISOR
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Purchased a portfolio of six skilled nursing centers in Maryland from
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November 2010
SELL-SIDE ADVISOR