$38,650,000 Independent Senior Living Facility Acquisition in Dallas, Texas
$38,650,000 acquisition of 175 unit independent senior living facility in Dallas, Texas, including closing on $26,200,000 permanent financing with Freddie Mac servicer.
$25,000,000 Independent Senior Living Facility Acquisition and Joint Venture in Costa Mesa, California
$25,000,000 acquisition of independent senior living facility in California; including closing on acquisition financing and creation of joint venture for ownership group.
$78,000,000 Acquisition and Financing of Seattle Area Senior Living Portfolio
Acquisition, venture creation and financing of four (4) operating independent and assisted living facilities in Seattle, Washington metropolitan area.
$31,500,000 Sale of Pennsylvania Senior Living Facility and Termination of Joint Venture
Represented nationwide owner and joint venture member of senior living facility in sale of newly stabilized assisted living facility in Pennsylvania, including negotiation of purchase and sale agreement and coordination of wind up of joint venture.
$102,250,000 Sale of Three (3) Assisted Living Facilities in Georgia and Virginia
Represented nationwide owner of senior living facilities in bifurcated facility sale to senior focused institutional investor.
Acquisition of Land and Construction Financing for Senior Living Facility in Illinois
Acquisition of undeveloped parcel in greater Chicago metropolitan area, and closing on $15,455,000 construction loan and performance letter of credit from regional construction financing lender for construction of assisted living and memory care facility. (November 2016)
Acquisition of Land and Construction Financing for Senior Living Facility in New Jersey
Acquisition of development site in northern New Jersey formerly used as catering business, and closing on $17,125,000 construction loan from nationwide construction financing lender for construction of assisted living and memory care facility.
$16,720,000 Agency Refinancing of California Assisted Living Facility
Represented joint venture owner of California assisted living facility with refinancing of first mortgage debt on property with long term Freddie Mac financing.
Wind-up of $100,000,000 Private REIT
Oversee, negotiate and prepare documentation necessary to conduct wind-up and corporate termination of private REIT following final disposition of the last of eleven (11) operating senior living facilities owned by REIT.
$26,000,000 Assisted Living Facility Acquisition in Texas
$26,000,000 acquisition of Texas assisted living facility, including closing on $17,420,000 permanent financing with Freddie Mac servicer and negotiation of post-closing licensing operation agreement with seller affiliate.