Berkadia | Seniors Housing & Healthcare

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A PARTNER FOCUSED ON YOUR SUCCESS

We're committed to leveraging our industry-leading platform to help seniors housing and healthcare facility owners, operators and lenders succeed, even during turbulent times.

Our experienced mortgage bankers and investment sales advisors, who are backed by innovative technology and cutting-edge analytics, are the centerpiece of Berkadia Seniors Housing & Healthcare. From acquisition to repositioning to disposition, our client-focused experts, supported by years of experience and highly seasoned underwriters and analysts, are prepared to advise and guide you into a future defined by success and stability.

Berkadia Seniors

Housing & Healthcare leads the industry in innovative and comprehensive solutions for even the most complex active adult, independent living, assisted living, memory care and skilled nursing projects across the country.”

IT'S IN OUR DNA.

Our mission is inspired by our two shareholders who created Berkadia— Berkshire Hathaway and Jefferies Financial Group. Both firms are renowned for their capital strength, sophisticated investment strategies and exacting attention to their clients’ diverse needs.

We're honored to infuse our Berkadia values into everything we do. When you work with us, you’re more than a client, and more than a partner. You’re a member of our family.

Mortgage Banking

Your projects, of any size and location, benefit from best- in - class financing partners and unparalleled access to capital.

Servicing

Get customized solutions and seamless service with our established resources and proven expertise.

Investment Sales

When you equip the right professionals with industry-leading insights and tools, the result is better investment outcomes.

Technology

Advanced decision-making with actionable insights backed by our powerful data.

Upscale Active Adult Community

Charlotte, North Carolina

184 UNITS 2020 BUILT

Investment sale of active adult community

• Price per unit play

• Strategic buyer looking to modify operational model going forward

• Significant discount to replacement cost in upscale suburban market

• Well occupied property with negative NOI

MORTGAGE BANKING Independent Living Portfolio

MA, PA, MD, VA

$112.5 million

Bridge Loan | Independent Living

• Berkadia bridge loan to retire bridge and construction financing

• 2 Year Term + 12-month extension

• 70% LTV

581 UNITS 2019 - 2021 BUILT

MORTGAGE BANKING

Hilltop Senior Living

Winchester, VA

$16 million

HUD 232/223(f) Refinance | Independent Living, Assisted Living, Memory Care

• Berkadia Bridge to HUD 232/223(f)

• 78% LTV

• 35 year fully amortizing term

• Berkadia Bridge loan was structured to allow for maximum debt allocation to the strongest performing property in crossed pool; giving the borrower more flexibility in refinancing the other assets.

73 UNITS

1938 & 1990 / Renovated

2008 BUILT

MORTGAGE BANKING

Downtown Brooklyn Nursing and Rehabilitation Center

Brooklyn, NY

$62.1 million

HUD 232/223(f) Refinance | Skilled Nursing

• 80% LTV

• 35-year loan term

• $243k/bed valuation

320 UNITS 1975 / 1991 / 2001 BUILT

MORTGAGE BANKING

Prairie House

Broken Arrow, OK

$16.7 million

Fannie Mae Acquisition Financing | Assisted Living and Memory Care

• 65% LTV

• 10 Year Term with 36-months Interest Only

105 UNITS

2016 BUILT

CLOSING IS JUST THE END OF THE BEGINNING.

We’re in this for the long haul.

To us, every deal is the start of a new relationship or the continuation of one built on performance and trust. Our clients are family, and we’re relentlessly focused on your long-term success.

A CULTURE OF COLLABORATION LEADS TO UNMATCHED RESULTS.

Berkadia Seniors Housing & Healthcare is backed by the strength of a nationwide network of experienced professionals and equipped with the skills, technology and resources to ensure your success.

Year after year, Berkadia is highly ranked by Fannie Mae, Freddie Mac and HUD, and our deep ties to a broad range of capital sources increase buyers’ options and flexibility.

Premium support from multidisciplinary, synergistic teams, paired with thoughtful, yet expedient marketing strategies drive maximum returns.

Online Lead Registration

Instant access to secure documents

Interested buyer tracker and reporting

Enables advisors to prioritize and follow up on inquiries immediately

Print Campaign

Visually compelling, data-driven marketing materials customized for your asset

Tailored content for maximum impact with defined audience

Reach more potential buyers through re-engagement strategies

Real-Time Nationwide Database

Buyer and sale information

Current historical market information

Tracking of assets and loans

Seller Access

View prospects, buyer feedback, offer activity and status updates

Effective team communication and coordination during process

Peace of mind knowing your data is secure

Email Campaign

Customized to reach every potential buyer, wherever they may be

Mobile-friendly emails to reach buyers on the go

Targeted communications reach specific, interested buyers to ensure your exit goals are achieved

Dedicated Property Website

Dynamic, user-friendly websites

Speed-to-market with round-the-clock support for immediate changes

Online document center with integrated activity tracking

SENIORS HOUSING & HEALTHCARE

Steve Ervin

SVP - Head of FHA and Seniors Housing Finance

301.202.3575 steve.ervin@berkadia.com

Mortgage Banking

Investment Sales

Jay Healy

Managing Director 843.806.4393 jay.healy@berkadia.com

Rafael Nobo Managing Director

561.609.4003 rafael.nobo@berkadia.com

Ed Williams

Managing Director

404.654.2346 ed.williams@berkadia.com

Garrett Sacco

Senior Director

346.772.2055 garrett.sacco@berkadia.com

David Fasano Managing Director 972.801.3077 david.fasano@berkadia.com

Ross Sanders

Managing Director

314.221.8543 ross.sanders@berkadia.com

Brooks Minford

Senior Director

240.204.5120 brooks.minford@berkadia.com

Steven Muth Managing Director 804.343.2161 steven.muth@berkadia.com

Austin Sacco Managing Director

346.444.8997 austin.sacco@berkadia.com

Bianca Andujo Senior Director

214.360.3877 bianca.andujo@berkadia.com

Andrew Lanzaro Associate Director

646.600.7818 andrew.lanzaro@berkadia.com

Mike Garbers Managing Director

407.218.8748 mike.garbers@berkadia.com

Cody Tremper Managing Director

972.232.7358 cody.tremper@berkadia.com

Berkadia Office

Seniors Housing & Healthcare Office

Seniors Housing & Healthcare Offices

Boca Raton

5100 Town Center Circle Suite 550

Boca Raton, FL 33486

Houston

2229 San Felipe, Suite 1600

Houston, TX 77019

New York

521 Fifth Avenue, 16th Floor

New York, NY 10175

Scottsdale

1465 North Scottsdale Rd, Suite 200

Scottsdale, AZ 85257

Dallas

5960 Berkshire Lane, Suite 1000

Dallas, TX 7522

Orlando

300 S. Orange Avenue, Suite 1500

Orlando, FL 32801

St. Louis

101 South Hanley Road, Suite 550

St. Louis, MO 63105

DC Metro

4445 Willard Avenue, Suite 1200

Chevy Chase, MD 2081

Mount Pleasant

774 South Shelmore Boulevard, Suite 105

Mount Pleasant, SC 29464

Richmond

707 East Main Street, Suite 1300

Richmond, VA 23219

Austin

2500 Bee Cave Road, Building 3, Suite 550 Austin, TX 78746

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