MONTICELLOAM, LLC

At MONTICELLOAM, LLC, we are so thankful for the people who helped us reach new heights this year. We wish our clients, partners, and friends a Happy Thanksgiving!

Welcome to November's edition of the MONTICELLOAM, LLC Multifamily Monthly update 📰 In this edition, we highlight the latest installment of our Vital Voices series featuring Debra Mistretta, Lauren Bresky, and Precilla Torres from BlackRock, Northmarq, and Natixis, hear from Senior Managing Director Eric Baum and Senior Director Jonathan Cohen on the rising interest in Class B properties, and share the latest multifamily news and insights. Check it out below:

MONTICELLOAM, LLC Chief Clinical Officer Mark Jaeckle hosted an in-depth training session focused on key aspects of Skilled Nursing Facility operations and regulatory compliance. This session bolstered the MONTICELLOAM team's understanding of the regulatory landscape governing SNFs and provided practical insights into maintaining compliance and quality care. Thank you to Mark for leading this internal training for the team. Discover MONTICELLOAM’s healthcare financing and advisory expertise: https://monticelloam.com/

Welcome to November's edition of the MONTICELLOAM, LLC Seniors Housing Monthly Update 📰 In this edition, we highlight our largest financing this year: $470.5MM to a 16-facility VA skilled nursing portfolio, recap key takeaways from Principal Jonathan Litt and Senior Managing Director Darren Margulis’ presentation at the 2025 Risk Management Conference, and share the latest news in seniors housing and healthcare.  Check it out below:

MONTICELLOAM, LLC Senior Managing Director Brandon Rosenblum recently took the stage at the #Ecore25 Real Estate Summit to talk about AI strategies in real estate and finance. Brandon, along with the panel featuring Hypha's Peter Wang, EliseAI's Andrew Korn, and Cardinal Group Companies' Christina Tarumoto, discussed how industry stakeholders are implementing AI solutions to enhance operations, tenant experience, risk assessment, and more. The discussion underscored the importance of becoming AI-native without losing a human-first approach. Discover how MONTICELLOAM leverages innovative technology in asset management: https://lnkd.in/gcFGMZjy

We are excited to welcome David Pogrebitskiy and Blair Killough to the MONTICELLOAM, LLC team! David joins as a data science analyst on the Data/Technology Engineering team, while Blair joins as an analyst on the Marketing team. Interested in joining MONTICELLOAM? Discover our open roles here: https://lnkd.in/gPc8AT6y

Congratulations to our Healthcare Lending team on closing a $26.85MM bridge and working capital loan! MONTICELLOAM, LLC is proud to provide financing for two skilled nursing facilities in Kentucky, reinstating our commitment to the seniors housing and healthcare sector. As Joseph Borenstein, Head of the MONTICELLOAM Healthcare Bridge Lending team, shares, “Through our efforts we can demonstrate our expertise through growing our relationship with a repeat borrower and ongoing support for the skilled nursing sector. MONTICELLOAM’s tailored financing helps clients receive quality care in a changing healthcare environment.” Dive deeper into the details of our recent seniors housing transaction here:https://lnkd.in/eZ9eg99Z

Full of lively energy and great company, our annual holiday party brought the MONTICELLOAM, LLC team together to celebrate another year of hard work and shared success. We’re grateful to everyone who makes our mission possible and excited for the opportunities the new year will bring!

MONTICELLOAM, LLC Portfolio Manager Patti Unti will be speaking at the BlackRock Advisor Forum tomorrow. She will provide an in-depth look at how to unlock the power of private markets for your practice, focusing on understanding alternative investments and strategically leveraging market opportunities, particularly within the seniors housing and workforce multifamily sectors. Discover MONTICELLOAM's real estate credit expertise at: https://monticelloam.com/

A huge congratulations to the MONTICELLOAM, LLC Healthcare team for closing a $470.5MM deal! This financing will support over 1,800 beds for sixteen skilled nursing facilities in Virginia. Alan Litt, MONTICELLOAM Principal remarks, “Closing this transaction marks a massive milestone for MONTICELLOAM, as it’s one of the largest financings we’ve ever completed. It reflects our continued commitment to providing financing to support the ever-evolving healthcare sector. I’m incredibly proud of how our team came together to understand and structure financing that met our client’s needs.” Discover MONTICELLOAM's customized financing solutions for seniors housing here: https://lnkd.in/em5HhHWw