Welcome to the MONTICELLOAM, LLC Healthcare and Seniors Housing Monthly Update. In March’s edition, we highlight a $25M mezzanine loan we financed for a Staten Island, NY skilled nursing facility, share how you can book your spot to our next webinar covering financial trends in skilled nursing, recap the 2025 NIC Spring Conference, and share the latest news in seniors housing.
MONTICELLOAM Finances $25M Mezzanine Loan for Staten Island Skilled Nursing Facility
MONTICELLOAM is proud to announce the financing of a $25,000,000 mezzanine loan for a skilled nursing facility in Staten Island, NY.
Learn more about how the borrower plans to use the loan proceeds here.
Seniors Housing News and Insights
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Investor Interest in Seniors Housing Rising in 2025 | JLL |
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Developing to the Demands of a Growing Seniors Population | CRE Daily |
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Skilled Nursing Operators Identify Challenges to the Industry | Skilled Nursing New |
Upcoming Webinar
Financial Trends in Skilled Nursing
Brian Young and Evan Schaller of Breslin, Young & Slaughter, LLC will join us to discuss the financial trends currently impacting the skilled nursing sector. Their team brings decades of healthcare financing consulting expertise as they cover key financial performance themes and challenges in the skilled nursing industry.
The webinar will take place on April 8th at 2p ET.
Recapping the 2025 NIC Spring Conference
The MONTICELLOAM team had an exceptional time at the NIC 2025 Spring Conference! From engaging discussions on capital markets and operational efficiencies to connecting with industry leaders, the event provided valuable insights into the evolving landscape of seniors housing and skilled nursing finance.
“The MONTICELLOAM team enjoyed a busy and successful Spring NIC. The conference saw record attendance which we believe was spurred on by optimism for 2025 in the skilled and seniors housing space,” said Jack Lally, MONTICELLOAM VP. “I had the privilege of sitting on a panel geared towards cap rates and valuations in today’s market. Panelists exchanged varied takes on cap rates, and the movements therein, but the common thread was that sales activity is ticking up, particularly in the skilled nursing space. We’re looking forward to the rest of this year and all of the opportunity it holds.”
Mark Jaeckle, Director, Advisory Services, added his key takeaways highlighting exciting trends and important considerations for the future of seniors housing and skilled nursing:
- Medicaid Stability: It’s reassuring to hear that experts like Scott Gottlieb and Andy Slavitt believe Medicaid for vulnerable populations (children, disabled and seniors) is safe from cuts. This stability is crucial for planning and providing consistent care.
- Reframing Language: Shifting from terms like “facilities” and “units” to “neighborhoods” and “homes” can significantly impact how residents and their families perceive senior living communities, making them feel more welcoming and inclusive.
- Ubiquitous Technology: Establishing branded partnerships with renowned institutions can elevate the quality of services offered and provide residents with top-notch resources.
- Value-Based Care: The continued focus on value-based care initiatives is essential for improving health outcomes and managing costs effectively.