Berkadia | Seniors Housing & Healthcare

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SENIORS HOUSING & HEALTHCARE


When you partner with us, you’ll get the support of an entire group of industry-experts. From structuring unique financing solutions to offering actionable market insights, we’re committed to our clients and providing exemplary service every step of the way.” ED WILLIAMS Managing Director, Mortgage Banking Berkadia


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.

Seniors Housing & Healthcare

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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.

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

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

Technology Charge your decision‑making with actionable insights backed by our powerful data.

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SUCCESS IS NOT PURELY MEASURED BY NUMBERS.

But, they help tell our story:

$600 million

$68 billion

In 2021, Berkadia Seniors Housing &

In 2021, our combined production

Healthcare closed more than $600

volume of loan origination,

million across 42 transactions.

investment sales and JV equity placements exceeded $68 billion.

$82 billion

Largest

Since 2013, our Investment Sales

Berkadia ranks as the largest

division has closed more than 4,200

non‑bank commercial mortgage

transactions totaling $82 billion.

servicer in the nation.


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MORTGAGE BANKING

Pacific Northwest SNF Portfolio Washington and Oregon

$51.6 million • 77.8% average LTV, per bed loan amount of $120k • Five HUD 232/223f loans and one HUD 223(a)7 loan • Average loan term of 34 years

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BERKADIA Seniors Housing & Healthcare

419 Beds

6 Skilled Nursing Facilities


MORTGAGE BANKING

Touchmark in the West Hills Portland, OR

$82.4 million

283 Beds

2018 Construction

• Seven-year Freddie Mac loan with a 53% LTV • Closed within 60 days from application to funding • Seniors housing and healthcare community

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MORTGAGE BANKING

Southeast ALF/ALZ Portfolio South Carolina, Mississippi and Louisiana

$107.7 million • 69.3% LTV, 1.40 DSCR • Fannie Mae Master Credit Facility refinance with a ten-year, fixed-rate term with twelve months IO • The sponsor used loan proceeds to recapitalize the communities, buy out minority investors and consolidate existing debt

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BERKADIA Seniors Housing & Healthcare

593 Units

10 AL / MC Facilities


INVESTMENT SALES

Independence Village of Peoria & The Montclair

316

Springfield, MO & Peoria, IL

1990s

$64.8 million

Units

Construction

• Two-property independent living community portfolio sold on behalf of Dallas-based Capital Senior Living Corporation • Purchase marked Inland Private Capital Corporation’s first seniors housing acquisition

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INVESTMENT SALES

Madrona Park Senior Living Federal Way, WA

$16.6 million • Assisted living and memory care community sold on behalf of Seattle-based Columbia Pacific Advisors • A targeted marketing strategy attracted several bidders including the eventual buyer, a local operator with an institutional equity partner

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BERKADIA Seniors Housing & Healthcare

87 Units

104 Beds


AEW Capital Management

Genesis Healthcare

Bridge Investment Group

Healthpeak Properties

Brookdale

LTC Properties

Brookfield

National Health Investors

Care Trust REIT

New Senior Investment Group

Chicago Pacific Founders

Omega Healthcare Investors

CNL Healthcare Partners

Sabra Healthcare REIT

Columbia Pacific Advisors

Smith Packett

Diversified Healthcare Trust

The Carlyle Group

Fannie Mae

The Ensign Group

FHA/HUD

Valstone Partners

Formation Capital

Ventas

Freddie Mac

Welltower

TRUSTED BY INSTITUTIONAL CLIENTS. Seniors Housing & Healthcare

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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. 14

BERKADIA Seniors Housing & Healthcare


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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

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Seller Access View prospects, buyer feedback, offer activity and status updates

Interested buyer tracker and reporting

Effective team communication and coordination during process

Enables advisors to prioritize and follow up on inquiries immediately

Peace of mind knowing your data is secure

BERKADIA Seniors Housing & Healthcare

Real-Time Nationwide Database Buyer and sale information Current historical market information Tracking of assets and loans


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

Email Campaign

Print Campaign

Customized to reach every potential buyer, wherever they may be

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

Mobile-friendly emails to reach buyers on the go Targeted communications reach specific, interested buyers to ensure your exit goals are achieved

Tailored content for maximum impact with defined audience Reach more potential buyers through re-engagement strategies

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SENIORS HOUSING & HEALTHCARE

Mortgage Banking

Steve Ervin

Jay Healy

Senior Vice President

Managing Director

301.202.3575

843.806.4393

steve.ervin@berkadia.com

jay.healy@berkadia.com

Steven Muth

Ed Williams

Managing Director

Managing Director

804.343.2161

404.654.2346

steven.muth@berkadia.com

ed.williams@berkadia.com

Bianca Andujo

Chris Cain

Senior Director

Senior Director

214.360.3877

214.360.3854

bianca.andujo@berkadia.com

chris.cain@berkadia.com

Rafael Nobo

Andrew Lanzaro

Senior Director

Associate Director

561.609.4003

646.600.7818

rafael.nobo@berkadia.com

andrew.lanzaro@berkadia.com

Investment Sales

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Brooks Minford

Simona Wilson

Director

Director

240.204.5120

714.717.8811

brooks.minford@berkadia.com

simona.wilson@berkadia.com

BERKADIA Seniors Housing & Healthcare


Deal Activity Since 2016 Berkadia Office Seniors Housing & Healthcare Office

Hyderabad, India

Seniors Housing & Healthcare Offices

Boca Raton

Charleston

Dallas

5100 Town Center Circle Suite 550

207 East Bay Street, Suites 301 & 312

5960 Berkshire Lane, Suite 1000

Boca Raton, FL 33486

Charleston, SC 29401

Dallas, TX 75225

DC Metro

El Segundo

New York

4445 Willard Avenue, Suite 1200

2321 Rosecrans Avenue, Suite 3235

521 Fifth Avenue, 16th Floor

Chevy Chase, MD 20815

El Segundo, CA 90245

New York, NY 10175

Phoenix 2525 E. Camelback Road, Suite 1150 Phoenix, AZ 85016 Seniors Housing & Healthcare

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BERKADIA .COM / 800.446 . 2226 a Berkshire Hathaway and Jefferies Financial Group company © 2022 Berkadia Proprietary Holding LLC. Berkadia® is a trademark of Berkadia Proprietary Holding LLC. Commercial mortgage loan banking and servicing businesses are conducted exclusively by Berkadia Commercial Mortgage LLC and Berkadia Commercial Mortgage Inc. This advertisement is not intended to solicit commercial mortgage loan brokerage business in Nevada. Investment sales / real estate brokerage business is conducted exclusively by Berkadia Real Estate Advisors LLC and Berkadia Real Estate Advisors Inc. Tax credit syndication business is conducted exclusively by Berkadia Affordable Tax Credit Solutions. In California, Berkadia Commercial Mortgage LLC conducts business under CA Finance Lender & Broker Lic. #988-0701, Berkadia Commercial Mortgage Inc. under CA Real Estate Broker Lic. #01874116, and Berkadia Real Estate Advisors Inc. under CA Real Estate Broker Lic. #01931050. For state licensing details for the above entities, visit: www.berkadia.com/legal/licensing / 0322.