MONTICELLOAM Seniors Housing Update
Welcome to the MONTICELLOAM, LLC Healthcare and Seniors Housing Monthly Update. In June's edition, we highlight two recent financings for a SNF portfolio in Florida and two assisted living facilities in Wisconsin, as well as sharing the data behind seniors housing's strong performance so far in 2025.
MONTICELLOAM Provides $108M for Florida SNF Portfolio
MONTICELLOAM recently provided a repeat client with over $108M in total bridge and working capital financing for a portfolio of three skilled nursing facilities throughout Florida covering over 500 licensed beds.
Learn more about this transaction here.
MONTICELLOAM Closes $28M for Wisconsin Seniors Housing Properties
MONTICELLOAM, along with a firm affiliate, financed a $28M senior bridge loan for the refinance of two assisted living communities in Wisconsin.
Senior Managing Director Karina Davydov originated the financing for the Midwest-based operator.
Find out more about this transaction here.
Seniors Housing News and Insights
Seniors Housing Outperforming CRE Sectors | GlobeSt. For the first time in almost two decades, seniors housing outperformed other commercial real estate sectors with the highest occupancy out of apartment, mall, office, industrial, and strip retail, starting in 2023. The strong results can be attributed to an increase in demand and a dry construction pipeline. Continue Reading
Seniors Housing Continues Strong Momentum in 2025 | McKnights The National Council of Real Estate Investment Fiduciaries (NCREIF) found that seniors housing had a 1.87% total return in the first quarter of 2025, outperforming the NCREIF Property Index by nearly 60 basis points. This strong trend is expected to continue as absorption of seniors housing units outpace delivery of new units. Continue Reading
Uncover Seniors Housing's Potential | McKinsey McKinsey breaks down the different opportunities that exist for senior living operators to innovate their property to appeal to more seniors. Learn how "try it before you buy" trials, home retrofitting, and technology-based strategies can be implemented to encourage adoption among an aging demographic. Continue Reading
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Vice President
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