We offer a fully integrated platform of dedicated senior housing investment sales, debt and structured finance, investment banking, and valuation services.
U.S. Sales Volume 2014-2022
U.S. Financing Volume 2014-2022
U.S. Valuations Volume 2014-2022
Capital Markets Services
Leveraging deep relationships and proprietary technology, along with unmatched market intelligence to connect investors to the right property at the right time.
- Acquisitions and Dispositions
- Market Research
- Portfolio Planning
- Property Marketing
- Due Diligence Support
Unlocking a global ecosystem of lenders and capital sources for debt and equity financing for senior housing properties.
- Permanent Financing
- Bridge Loans
- Construction Financing
- Joint Venture Equity
- Loan Sale Advisory
- Loan Servicing
- Mezzanine Debt
- Structured Equity
- Tenant-In-Common Financing
Offering Senior Housing investors access and strategic advice across the spectrum of investment banking activities.
- M&A Advisory
- Equity Placement
- Secondary LP Trading
- Investment Advisory
Drawing on deep relationships with active developers, owners, and operators to advise our clients on site selection and dispositions for proposed senior care facilities in all U.S. markets.
Valuation & Advisory Services
Our valuation, appraisal, and consulting experts utilize premier market data and expert insights to provide a full suite of services for Senior Housing properties, both single and portfolio assets.
- Property & Portfolio Appraisals
- Property & Portfolio Valuations
- Market & Feasibility Studies
- Net Asset Valuations
- Evaluations (Alternative Valuations)
- Financial and Tax Reporting
- Litigation Support and Testimony
- Right-of-Way and Eminent Domain
Our engineers, architects and environmental scientists provide expert assessments to help you make informed investment decisions.
- Investment Due Diligence
- Property Condition Assessments
- Environmental Site Assessments
- Zoning Compliance
- Seismic Risk Analysis
- Radon, Asbestos and Indoor Air Quality Screenings
We execute property tax appeals, pre-acquisition and pre-development property tax due diligence, property tax payment services and real estate transfer taxes to help you achieve tax savings and refunds.
- HUD Sections 232 & 242
- Litigation Support
- Purchase Price Allocations
- Assessment and Appeal Services
- Pre-Acquisition and Pre-Development Property Tax Due Diligence
- Property Tax Payment Services
- Real Estate Transaction Tax
- Budgeting and Accruals
- Age-Restricted Multifamily
- Independent Living
- Rental CCRC Communities
- Assisted Living
- Alzheimer’s/Memory Care
- Active Adult
- Skilled Nursing and Continuum of Care
- Entry Fee CCRC Communities
- Post-Acute/Sub-Acute Care
- Land for Senior Housing Development