Berkadia | Seniors Housing & Healthcare

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 independent living, assisted living, memory care and skilled nursing projects across the country.”

STEVE ERVIN

SVP, Head of FHA and Seniors Housing Finance Berkadia

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.

SUCCESS IS NOT PURELY MEASURED BY NUMBERS.

But, they help tell our story:

$595 million

In 2022, Berkadia Seniors Housing & Healthcare closed $595 million across 44 transactions.

$104 billion

Since 2013, Berkadia has closed more than 4,700 investment sales transactions totaling $104 billion.

$57 billion

In 2022, our combined production volume of loan originations, investment sales and JV equity placements exceeded $57 billion.

Largest

Berkadia ranks as the largest non - bank commercial mortgage servicer in the nation.

MORTGAGE BANKING

Laurel Parc

Portland, OR

$62 million

HUD 232/223(f) | Independent living, assisted living and memory care

• Refinance of Surplus Cash Note at 70% LTV (maximum allowable within two years of cash out refinance)

• 35-year fully amortizing loan

• 97% occupied the month of closing

253 UNITS

2009/2015 BUILT

MORTGAGE BANKING

Huntley Springs

Corona, CA

$41.5 million

Freddie Mac | Independent living and assisted living

• 10-year term with five years of interest-only

• 70% LTV, 1.30 DSCR

• Retired construction debt and provided equity back to the borrower

128 UNITS

2019 BUILT

MORTGAGE BANKING

Valencia Terrace

Corona, CA

$38 million

Freddie Mac | Independent living and assisted living

• 10-year term with five years of interest-only

• 65% LTV, 1.40 DSCR

• Retired existing agency debt and provided equity back to the borrower

139 IL/64 AL UNITS

2009 BUILT

MORTGAGE BANKING

Foley Center at Chestnut Ridge

Blowing Rock, NC

$10.5 million

HUD 232/223(a)(7) | Skilled nursing and assisted living

• Refinanced HUD 232 construction loan originated in 2016 with 40-year term

• Lowered interest rate while extending remaining loan term by six years to match the 40-year term of the original HUD 232 loan

• Significantly reduced debt service payments and eliminated monthly contributions to replacement reserves

112 BEDS

INVESTMENT SALES

Belvedere Commons Southeast Portfolio

Florida, South Carolina & Tennessee

$23.9 million

Assisted living and memory care portfolio

• Four-property portfolio

• Regional operator purchased the assets for repositioning upside (both in occupancy as well as capex)

243 UNITS

1998-2005 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

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

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

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

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

SENIORS HOUSING & HEALTHCARE

Steve Ervin

Senior Vice President

301.202.3575

steve.ervin@berkadia.com

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

Andrew Lanzaro

Associate Director

646.600.7818

andrew.lanzaro@berkadia.com

Investment Sales

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

Chris Cain

Managing Director

214.360.3854

chris.cain@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

Mike Garbers

Managing Director 407.218.8748

mike.garbers@berkadia.com

Cody Tremper

Managing Director

972.232.7358

cody.tremper@berkadia.com

Mortgage Banking