Welcome to the MONTICELLOAM, LLC Healthcare and Seniors Housing Monthly Update. In February’s edition:
- Capital Conversations explores how aggressive capital entering the market and the return of banks impacts market conditions
- Learn about three recent transactions that funded over $118MM to SNFs across Pennsylvania and South Carolina
- MONTICELLOAM’s Working Capital Group finishes 2025 strong
- Stay ahead of the latest news in seniors housing and healthcare
Capital Conversations: Banks Return, Capital Accelerates, Discipline Endures
Which participants do MONTICELLOAM Principal Tom Lally and Senior Managing Director Charles Ostroff believe are coming off the sidelines?
The pair look back at a year filled with volatility and share their thoughts on how sector participants are navigating an ever-changing environment, including how banks are coming back but in a different role.
Learn what they think are the biggest opportunities and risks that stakeholders have their eyes on as they navigate 2026.
MONTICELLOAM, LLC Finances $80MM For Skilled Nursing Portfolio in Pennsylvania
MONTICELLOAM recently financed a $75,000,000 bridge loan for a skilled nursing portfolio in Pennsylvania. The loan proceeds will be used by the returning MONTICELLOAM borrower to acquire four skilled nursing facilities consisting of 520+ licensed beds.
In addition, a $5,000,000 working capital line of credit was provided for the borrower to manage the daily operational needs of this SNF portfolio.
Learn more about the transaction here
MONTICELLOAM Working Capital Grows its Lending Presence in 2025
2025 was a continued year of growth for the MONTICELLOAM Working Capital group led by Kim Gordon.
New transaction volume was up 20.88% year-over-year.
“Our borrowers often rely on a working capital line of credit to meet the unique operational needs that underpin high-quality patient care. Asset-based lending is a partnership, allowing our team to step in with critical liquidity for managing delays in reimbursements, rising operational costs, occupancy rate fluctuations, and labor expense,” said Kim Gordon, Head of the MONTICELLOAM Working Capital group.
Looking for working capital for your facilities? Reach out to Kim Gordon to discuss MONTICELLOAM’s capabilities to provide flexible financing.
Additional Transactions
Total Loan Amount:
$21,800,000
Loan Type:
Healthcare bridge loan
Location:
South Carolina
Property Details:
Two skilled nursing facilities
Total Loan Amount:
$16,300,000
Loan Type:
Healthcare bridge loan and working capital financing
Location:
Pennsylvania
Property Details:
Skilled nursing facility
View our latest transactions here
Seniors Housing News and Insights
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Senior Housing Outperforms All NCREIF Property Types in 2025 | National Investment Center (NIC) |
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Senior Living Investors Bet on Tighter Cap Rates as Recovery Deepens | GlobeSt |
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Skilled Nursing Outlook 2026: Nearly 40% of SNF Leaders Plan Acquisitions | Skilled Nursing News |