

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.
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.”
STEVE ERVIN SVP, Head of FHA and Seniors Housing Finance Berkadia
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.
Your projects, of any size and location, benefit from best- in - class financing partners and unparalleled access to capital.
Get customized solutions and seamless service with our established resources and proven expertise.
When you equip the right professionals with industry-leading insights and tools, the result is better investment outcomes.
Advanced decision-making with actionable insights backed by our powerful data.
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
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.
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.
Instant access to secure documents
Interested buyer tracker and reporting
Enables advisors to prioritize and follow up on inquiries immediately
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
Buyer and sale information
Current historical market information
Tracking of assets and loans
View prospects, buyer feedback, offer activity and status updates
Effective team communication and coordination during process
Peace of mind knowing your data is secure
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
Dynamic, user-friendly websites
Speed-to-market with round-the-clock support for immediate changes
Online document center with integrated activity tracking
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