MONTICELLOAM, LLC is a specialized multifamily and seniors housing lending platform with expertise in providing bridge loans and managing credit risk.
We focus on needs-based, critical infrastructure – including affordable/workforce housing, skilled nursing facilities and seniors housing – which are significantly undersupplied and historically supported by the U.S. government.
Market-rate Multifamily, Affordable Housing, Manufactured Housing Communities, Student Housing
Skilled Nursing Facilities, Independent Living, Assisted Living, Memory Care
We create tailored solutions to meet our clients’ needs
Short-term financing to assist borrowers acquiring a new property, renovating an existing property, or applying for Agency financing.
Offers skilled nursing operators a line of credit plan to manage day-to-day operational expenses.
Long-term, fixed financing for stabilized properties.
Dedicated practice providing workout, restructuring, foreclosure, capital markets, and investment advisory services specifically for the seniors housing industry.
Our approach is built on an integrated platform and decades of industry experience – with a focus on credit fundamentals through the life-cycle of each loan.
Decades of experience as developers, owner/operators, lenders and workout specialists for the multifamily and seniors housing industries
Bridge loans underwritten to permanent takeout financing with agency debt, utilizing a stressed takeout analysis at bridge loan origination
High-touch asset management to continuously monitor performance and credit risk utilizing proprietary, custom-built surveillance technology
New York, NY, February 12, 2025 – MONTICELLOAM, LLC (“MonticelloAM”), a specialized multifamily and seniors housing bridge lending platform, announced the financing of a $115,000,000 senior bridge loan for a portfolio of assisted living and memory care communities in Long
New York, NY, February 6, 2025 – MONTICELLOAM, LLC (“MonticelloAM”), a specialized multifamily and seniors housing bridge lending platform, announced the firm, along with firm affiliates, completed 55 transactions totaling over $2.19 billion in bridge, mezzanine, and working capital financing
New York, NY, February 5, 2025 – The MonticelloAM Capital Markets group’s Matthew Lark and Brendan Phalen hosted CBRE’s JP LoMonaco and Daniel Lincoln in a webinar covering the latest trends in construction, sales, and valuations in the seniors housing sector.
