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.
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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.