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SENIOR HOUSING & CARE TRANSACTIONS

Sold a 100-bed SNF

March 2024

Chicago, Illinois

Sell-Side Advisor

Sold a 67-Unit IL/AL Community

January 2024

Elkhart Lake, Wisconsin

Sell-Side Advisor

Acquired a 72-Unit AL/MC Community

December 2023

Wisconsin

Financial Advisor

Sold a 41-Unit AL/MC Community

December 2023

Fort Wayne, Indiana

Sell-Side Advisor

Sold a 316-Unit LPC

November 2023

Birmingham, Alabama

Sell-Side Advisor

Sold a 3-Community SNF Portfolio

October 2023

Californina

$35,640,000

Sell-Side Advisor

Financing to Acquire an IL/AL/MC Community

August 2023

Greensboro, Georgia

$20,500,000

Financial Advisor

Sold a 135-Bed SNF

July 2023

Chicago, Illinois

Sell-Side Advisor

Sold a 246-Bed/Unit SNF/ALF Community

June 2023

Garfield Heights, Ohio

Sell-Side Advisor

Freddie Mac Refinancing for a 364-Unit IL/AL/MC Community*

May 2023

Lakewood, Colorado

$105,600,000

Freddie Mac Financing

Sold a 101-Unit IL/AL/MC Community

May 2023

Mequon, Wisconsin

$23,500,000

Sell-Side Advisor

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

Sold a 192-Unit CCRC

December 2022

Illinois

Sell-Side Advisor

Sold a 105-Unit IL/AL/MC Community

November 2022

Minnesota

$12,075,000

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 a CCRC

December 2021

Hawaii

$52,000,000

Financial Advisor

Sold a Community of AL Units & IL Cottages

November 2021

Washington

42 Units

Sell-Side 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 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 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 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 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