Please ensure Javascript is enabled for purposes of website accessibility

MONTICELLOAM, LLC Co-Hosts Fall 2025 NIC Reception Dinner

Logo of MonticelloAM

September 16, 2025 – MONTICELLOAM, LLC had the pleasure of co-hosting a reception dinner at this year’s Fall 2025 NIC in Austin alongside Polsinelli, PointClickCare, Huntington Bank, Kiser Group, and SVN Senior Living Advisors. We’re grateful to be able to connect with our valued clients, partners, and industry friends at an incredibly successful event!

MONTICELLOAM, LLC Finances Bridge Loan for St. Augustine Apartment Complex

Logo of MonticelloAM

New York, NY, August 14, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, along with a firm affiliate, closed a floating-rate senior bridge loan for an apartment complex located in St. Augustine, Florida. The financing was originated by MONTICELLOAM Managing Director Chris Hetzel and was facilitated by Robert LaChapelle, […]

MONTICELLOAM, LLC Finances $217M Bridge Loan for Four New York Skilled Nursing Facilities

Logo of MonticelloAM

New York, NY, July 23, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”) a specialized multifamily and seniors housing bridge lending platform, announced the financing of a $217,000,000 floating-rate senior bridge loan to be used for the acquisition and refinance of a New York skilled nursing portfolio. The financing carries a 36-month term and supports the Sponsor, a […]

MONTICELLOAM, LLC Provides Over $218M of Total Bridge, Mezzanine, and Working Capital Financing for Kentucky Skilled Nursing Portfolio

Logo of MonticelloAM

New York, NY, July 15, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”) announced the closing of $218,300,000 in combined bridge, mezzanine, and working capital financing for 18 skilled nursing facilities across Kentucky. The transaction includes a $179,300,000 senior bridge loan and a $29,000,000 mezzanine loan, which the Sponsor plans to use to restructure and upsize the existing […]

MONTICELLOAM, LLC Finances $33.6M Bridge Loan for New Jersey Skilled Nursing Acquisition

Logo of MonticelloAM

New York, NY, June 25, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, recently announced the financing of a $33,600,000 senior bridge loan for the acquisition of a skilled nursing facility in New Jersey. The floating-rate loan has a 30-month initial term for the borrower group, a longstanding client […]

How Does Asset-Based Lending Fit in the Skilled Nursing World?

Logo of MonticelloAM

June 16, 2025 – For owners and operators of skilled nursing facilities (SNFs), weathering uncertainty becomes second nature. From regulatory to operational aspects of the industry, there are numerous moving parts that can quickly shift at a moment’s notice. Adaptability becomes an essential skill to develop, and along with that, the tools to help them […]

MONTICELLOAM, LLC Closes $28M Bridge Loan for Wisconsin Seniors Housing Properties

Logo of MonticelloAM

New York, NY, June 10, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, along with a firm affiliate, closed $28,000,000 in bridge financing for two seniors housing properties in Wisconsin. Senior Managing Director Karina Davydov originated the transaction through the firm’s bridge lending platform. “We value the trust our […]

MONTICELLOAM, LLC Delivers $71.2 Million in Bridge Financing for Maryland Multifamily Property

Logo of MonticelloAM

New York, NY, June 4, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, along with a firm affiliate, announced the financing of a $71,200,000 floating-rate senior bridge loan for a multifamily community in Maryland. The financing was originated by Chris Hetzel, Managing Director at MONTICELLOAM, and brokered by JLL […]

MONTICELLOAM, LLC Provides Over $108M in Bridge and Working Capital Financing for Three Florida Skilled Nursing Facilities

Logo of MonticelloAM

New York, NY, May 20, 2025 – MONTICELLOAM, LLC (“MONTICELLOAM”), a specialized multifamily and seniors housing bridge lending platform, announced the financing of a senior bridge loan and working capital facility for three skilled nursing facilities in Florida, totaling $108,750,000.  The sponsorship group, a repeat client of MONTICELLOAM, plans to use the $105,500,000 floating-rate senior […]

Capital Conversations: April 2025

Logo of MonticelloAM

In this quarter’s edition of Capital Conversations, MONTICELLOAM, LLC Principal Thomas Lally and Senior Managing Director, Charles Ostroff share their insights on today’s interest rate volatility, sponsor behavior, and where they can find stability in a shifting market.     Coming off the heels of conference season, many stakeholders were cautiously optimistic for 2025. With market […]