April 2026 Seniors Housing Newsletter

Welcome to the MONTICELLOAM, LLC Healthcare and Seniors Housing Monthly Update. In April’s edition:

• Learn about two recent healthcare transactions that funded $190MM to SNFs in Washington
• Catch up on key takeaways from the 2026 NIC Spring Conference
• Stay ahead of the latest news in seniors housing and healthcare

 

MONTICELLOAM, LLC Finances $144MM for Skilled Nursing Portfolio in Washington

 

 

MONTICELLOAM, LLC recently provided $144,000,000 in bridge and working capital financing for a six-community skilled nursing portfolio in Washington.

The returning MONTICELLOAM healthcare client executed the acquisition of these six skilled nursing facilities, expanding their regional portfolio by over 720 licensed beds.

See what Head of Healthcare Bridge Lending Joe Borenstein had to say about the transaction here.

 

MONTICELLOAM, LLC Closes $46MM Investment with the Same Sponsor

 

 

MONTICELLOAM, LLC financed $46,000,000 across a bridge loan and working capital line of credit for a skilled nursing portfolio in Washington. The portfolio consists of four stand-alone skilled nursing facilities and one skilled nursing and independent living community.

The MONTICELLOAM borrower, who is the same as in the transaction listed above, used loan proceeds to purchase the real estate of the facilities, totaling over 400 licensed beds.

Learn about how our Healthcare team was able to manage concurrent investments with the same Sponsor here.

 

Recapping the 2026 NIC Spring Conference

 

 

MONTICELLOAM was well-represented at this year’s 2026 NIC Spring Conference with leaders from the Healthcare, Advisory, and Working Capital teams in attendance.

Healthcare Director Jack Lally shared his thoughts on how key themes will drive output for the year ahead. With seniors housing experiencing consistent stabilization in occupancy and staffing, he believes MONTICELLOAM is well-positioned to support quality sponsorship as they deliver essential care.

Discover MONTICELLOAM’s seniors housing expertise here.

 

Seniors Housing News and Insights

Senior Housing Occupancy Rises as Capital Constraints Stall New Development | GlobeSt Rising demand is pushing senior housing occupancy higher nationwide, but tight capital markets and cautious lenders continue to choke off new development, signaling potential supply shortages ahead. Continue Reading

CMS Proposes 2.4% Medicare Increase for Skilled Nursing Facilities in 2027 | Skilled Nursing News This proposal signals a modest bump that industry leaders say may not keep pace with rising labor and operating costs, while also introducing new quality reporting and transparency requirements. Continue Reading

Senior Living Stakeholders Brace for New Medicaid Eligibility Limits | McKnights Upcoming Medicaid eligibility changes could disrupt coverage for both senior living residents and staff, raising concerns about delayed determinations, lost benefits, and unreimbursed care. Continue Reading