MONTICELLOAM Seniors Housing Update
Welcome to the MONTICELLOAM, LLC Healthcare and Seniors Housing Monthly Update. In November’s 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.
MONTICELLOAM Closes $470.5MM Deal for VA SNF Portfolio
MONTICELLOAM provides a $455,500,000 bridge loan to refinance the existing debt for a skilled nursing portfolio of sixteen facilities across Virginia. The sponsor group is a returning MONTICELLOAM client who owns and operates over 200 skilled nursing facilities across the country.
In addition, a $15,000,000 working capital line of credit was provided for the borrower to manage the daily operational needs of over 2,000 licensed beds.
Click to learn more here.
$48.1MM SNF Deal Funded by MONTICELLOAM
MONTICELLOAM finances a $45,600,000 bridge loan and a $2,500,000 working capital line of credit for three skilled nursing facilities in North Carolina. This repeat borrower will use loan proceeds to refinance a 300+ bed skilled nursing portfolio.
“We focus on giving operators the resources they need to deliver strong care. With the $2MM working capital line of credit, we demonstrate our commitment to customized financing solutions that support day-to-day operations, staffing, and service quality.” said Kim Gordon , Head of the MONTICELLOAM Working Capital group.
Learn more about the transaction here.
Event Recap: 2025 Risk Management Conference
MONTICELLOAM Principal Jonathan Litt and Senior Managing Director Darren Margulis attended the Fannie Mae Industry in Motion 2025 Risk Management Conference where they led an engaging conversation on how the seniors housing market has navigated the post-COVID environment.
They shared insights on current trends in the seniors housing industry and discussed market potential shaped by the imbalance between supply and demand, driven by an aging population and historically low construction rates.
Learn more about MONTICELLOAM’s advisory services solutions here.
Additional Recent Transactions
Total Loan Amount: $26,850,000
Loan Type: Healthcare bridge loan and working capital financing
Location: Kentucky
Property Details: Two skilled nursing facilities
Total Loan Amount: $28,500,000
Loan Type: Healthcare bridge loan
Location: Wisconsin and Ohio
Property Details: Two assisted living and memory care communities
Seniors Housing News and Insights
The seniors housing sector is seeing stronger investor confidence and returns performance compared to most other commercial real-estate asset classes in 2025.
A major industry player is winding down their seniors housing portfolio, causing others to weigh their demographic optimism against the reality of their operational capabilities.
Investors are acquiring seniors housing and care properties at a record pace. New acquisition data from LevinPro LTC shows 110 deals closed in the month, breaking the monthly transaction and disclosed spending records.
Have a Seniors Housing Opportunity?
Connect with us:
Senior Managing Director | 646.845.4307 | jborenstein@monticelloam.com
Senior Managing Director, Originations | 646.314.4331 | kdavydov@monticelloam.com
Senior Relationship Manager, Originations | 646.314.4318 | lsorensen@monticelloam.com
Vice President | 646.845.4316 | anorman@monticelloam.com
Vice President | 646.314.4324 | jlally@monticelloam.com
Senior Associate | 646.652.7389 | jschlesinger@monticelloam.com