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Lisa Widmier

Executive Vice President

Lisa Widmier

Executive Vice President
Capital Markets, Investment Banking, Senior Housing
Lic. 01258647
Meet the Team
+1 858 729 9890
+1 858 952 4743
+1 858 876 1653

Carlsbad

5780 Fleet Street
Suite 100
Carlsbad, CA 92008
+1 760 438 8500

Professional Experience

Lisa Widmier is an Executive Vice President with CBRE National Senior Housing and offers an expansive knowledge base and track record in large institutional investment sale, recapitalization and capital sourcing transactions. Since 1998, Lisa has been involved in more than $8 billion of senior housing investment and consulting engagements. Her average transaction size is more than $100 million. 
Since commencing her real estate career in 1988, Lisa has developed a broad range of experience, including tenure as the Managing Partner of Vant​Age​ Pointe Capital Management & Advisory, Inc. (VP) and Manager of McDonnell Douglas Realty Pension Fund's real estate portfolio totaling $40 billion in value. She also held the position of Senior Director of Institutional Marketing for CBRE Global Investors, where she played the dominant role in securing several $100 million investments from pension funds and other institutional investors as well as securing the capital to launch the highly successful Strategic Partners Funds. 
Lisa also utilizes her established relationships in the institutional arena to provide capital sourcing services and to structure large portfolio transactions for her clients.
​​

​Professional Affiliations/Accreditations

  • ​Licensed Real Estate Broker - Multiple States
  • Series 7 and Series 63 Licenses
  • Certified Financial Analyst (CFA) Level 1 Designation
  • Pension Fund Real Estate Association (PREA)
  • National Investment Center for Senior Living Investments (NIC)
  • Urban Land Institute - Senior Housing Council (ULI)
  • America Senior Housing Association Executive Board (ASHA)

 

Achievements

  • Top 100 Influential Leaders in San Diego, The Daily Transcript - 2016
  • Senior Housing Transactions totaled over $1B in 2015 - 2015
  • Colbert Coldwell Circle (Top 100 Brokers Worldwide) - 2007
  • Top 10% Producing Broker - CBRE World - 2005, 2006
  • Real Estate Women of Influence - Real Estate Magazine - 2004, 2005
  • Top 100 Producing Broker - Southwestern Region - 2004, 2005, 2006
  • San Diego Team of the Year - 2003, 2004, 2006
  • "Most Innovative Team" - Nationwide - 2002

Education

  • Pepperdine University, Masters of Business Administration
  • ​Cornell University, Bachelor​ of Science; Hotel Support, Magna Cum Laude

Significant Assignments


Transaction Units
                               Value
     
​Blackstone Group / Emeritus / Sunwest ​11,096 ​$1,294,000,000
     
​Fremont Realty / Apax Partners / Hearthstone Assisted Living ​3,792 ​​$425,000,000
     
​Merrill Gardens ​2,479 ​$364,000,000
     
​Starwood Real Estate Renaissance Senior ​1,261 ​$285,000,000
     
​Senior LifeStyle Corp. / Walton Street ​1,256 ​$280,000,000
     
​Cypress Realty Advisors ​1,732 ​$274,000,000
     
​AEW Partners Fund National Portfolio ​1,237 $247,250,000
     
Pacifica Companies (Consulting)​ ​1,519

​Approx. $200,000,000

     
​5 Community Allegro Portfolio ​705 ​$172,500,000
     
​BayNorth (Charlesbank) / Benchmark ​672 ​$151,750,0​00
     
​Confidential Recapitalization ​1,166 ​$127,000,000
     
​The Carlyle Group / Sunrise Senior Housing ​328 ​$123,000,000
     
​Starwood Real Estate ​427 ​$115,000,000
     
​BayNorth Capital ​496 ​$114,500,000
     
​Confidential Recapitalization ​N/A $100,000,000​
     
Houston IL / AL / MC ​218 ​Confidential
     
Parties are Confidential ​320 ​$80,400,000
     
SHP III (Ventas) ​216 ​​$77,000,000
     
The Woodmark Portfolio - AZ & NM (ARC) ​249 ​$75,300,000
     
​The Village at the Arboretum (Ventas) 172​ $72,000,000​
     
Parties are Confidential ​188 ​$66,850,000
     
​Confidential Recapitaliz​ation 145​ $60,000,000​
     
​Meadowbrook Senior Living (ARC) 156​ $60,000,000​
     
​M&I Bank / Senior Resource Group 395​ $58,000,000​
     
​MorningStar of Applewood (Ventas) 107​ $53,000,000​
     
​Woodmark Retirement - AZ & NM (AEW) 237​ ​$52,400,000
     
​The Bevmo Portfolio (Freshwater / HCN) 142​ $47,000,000​
     
​St. Andrew's Village (Sentio) 246​ $42,500,000​
     
The Preserve at Palm-Aire (Carlyle) 298​ $38,550,000​
     
​The Patrician (Carlyle) 136​ $33,000,000​
     
Harvard Square (Freshwater / NorthStar) 183​ $31,500,000​
     
​Monarch Place Piedmont (Carlyle) 149​​​​ $29,000,000​


Lisa Widmier

Executive Vice President
Capital Markets, Investment Banking, Senior Housing
Lic. 01258647
Meet the Team
+1 858 729 9890
+1 858 952 4743
+1 858 876 1653

Carlsbad

5780 Fleet Street
Suite 100
Carlsbad, CA 92008
+1 760 438 8500