MONTICELLOAM, LLC Announces Patti Unti as Portfolio Manager
New York, NY, April 15, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, announced the appointment of Patti Unti as Portfolio Manager, responsible for leading the development and implementation of the firm’s investment strategies. Patti Unti brings nearly three decades of commercial real estate experience across a range of […]
MONTICELLOAM, LLC Finances $25M Mezzanine Loan for Staten Island Skilled Nursing Facility
New York, NY, March 4, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, announced the financing of a $25,000,000 mezzanine loan for a skilled nursing facility in Staten Island, New York. The sponsorship group, a longstanding MONTICELLOAM client, brings extensive operating experience with a portfolio spanning the East Coast. […]
MONTICELLOAM, LLC Arranges $115M Bridge Financing for Long Island Seniors Housing Communities
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 Island, New York. A repeat MonticelloAM client, the sponsorship group plans to utilize proceeds from […]
MONTICELLOAM, LLC Provides Over $2.19B of Bridge, Mezzanine, and Working Capital Financing in 2024
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 in 2024. “2024 has been a successful year for our firm, as we have leveraged […]
MonticelloAM Webinar Recap: Seniors Housing and Skilled Nursing Valuations
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. With a dry development pipeline and increasing demand for specialized care facilities, the pair shared […]
January 2025 Seniors Housing Newsletter
Welcome to the MONTICELLOAM, LLC Healthcare and Seniors Housing Monthly Update. In January’s edition, we highlight a $73.2M transaction for an Ohio skilled nursing portfolio, invite you to an upcoming webinar hosted by our Capital Markets group, and highlight upcoming industry events the MONTICELLOAM team will be attending. MonticelloAM Closes $73.2M in Bridge and […]
MONTICELLOAM, LLC Finances $39M for New Jersey Skilled Nursing Facilities
New York, NY, January 22, 2025 – MONTICELLOAM, LLC (“MonticelloAM”), a specialized multifamily and seniors housing bridge lending platform, announced the closing of $39,000,000 in total bridge and working capital financing for two New Jersey skilled nursing facilities. The sponsorship group, a repeat MonticelloAM client with extensive experience in the skilled nursing industry, will use […]
MONTICELLOAM, LLC Closes $73.2M in Bridge and Working Capital Financing for Ohio Skilled Nursing Portfolio
New York, NY, January 15, 2025 – MONTICELLOAM, LLC (“MonticelloAM”), a specialized multifamily and seniors housing bridge lending platform, announced the closing of $73,200,000 in total bridge and working capital financing for a portfolio of seniors housing and healthcare properties across Ohio. The $64,700,000 floating-rate senior bridge loan will be used by the sponsorship group, […]
MONTICELLOAM, LLC Funds $22M Working Capital Facility for Skilled Nursing Portfolio
New York, NY, January 9, 2025 – MONTICELLOAM, LLC (“MonticelloAM”) has announced the closing of a $22 million senior secured working capital facility, complementing the firm’s recent $400 million bridge financing for 29 Southeastern skilled nursing facilities. The working capital facility has a three-year initial term and will cover the day-to-day operating expenses of over […]
MONTICELLOAM, LLC Provides $23.6M in Financing for Plano Apartment Community
New York, NY, January 7, 2025 – MONTICELLOAM, LLC (“MonticelloAM”), a specialized multifamily and seniors housing bridge lending platform, closed $23,600,000 in bridge financing for a 167-unit multifamily property in Plano, Texas. The financing was originated by Chris Hetzel, Managing Director at MonticelloAM, and carries an initial 24-month term with multiple extension options for the Sponsor, […]