MONTICELLOAM, LLC is a specialized multifamily and seniors housing lending platform with expertise in providing bridge loans and managing credit risk.
(1) Includes all bridge, mezzanine, and working capital loans managed and serviced by MONTICELLOAM and its affiliates as of June 30, 2026. (2) As of July 31, 2026. Reflects all loans originated by Monticello and its affiliates since inception in 2014, within fund vehicles for which Monticello has been the sole or co-investment advisor with full authority to approve originations and make credit decisions.
INAUGURAL SERVICER RATINGS
MONTICELLOAM Servicing, LLC is recognized as a primary and special servicer
ratings from Fitch Ratings (May 2026).
Commercial Primary Servicer: CPS3 • Commercial Special Servicer: CLLSS3+
MONTICELLOAM Servicing, LLC is recognized with primary and special servicer
ratings from Fitch Ratings (May 2026).
Commercial Primary Servicer: CPS3 • Commercial Special Servicer: CLLSS3+
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, September 10, 2026 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized seniors housing and multifamily bridge lending platform, along with firm affiliates, provided $30,000,000 in bridge financing for a New York assisted living community. The Sponsor, a Northeast-based senior living owner-operator, used loan proceeds for the acquisition of the facility, consisting of over 120 licensed beds.
NEW YORK, NY, August 18, 2026 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized seniors housing and multifamily bridge lending platform, along with firm affiliates, provided a $17,000,000 bridge loan to an experienced owner-operator for a skilled nursing facility in New Hampshire.
NEW YORK, NY, August 10, 2026 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, along with a firm affiliate, closed a bridge loan for an apartment complex in Apollo Beach, Florida. MONTICELLOAM Director JB Bowers
