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Lisa Widmier

Lisa Widmier

Executive Vice President

Capital Markets

Senior Housing, Investment Banking

License: Lic. 01258647

Lisa Widmier Executive Vice President
Capital Markets Senior Housing, Investment Banking Lic. 01258647
Carlsbad 5780 Fleet Street
Suite 100
Carlsbad, CA 92008

Professional Experience

Lisa Widmier is an Executive Vice President with CBRE National Senior Housing and offers an expansive knowledge base and track record in large institutional investment sale, recapitalization and capital sourcing transactions. Since 1998, Lisa has been involved in more than $8 billion of senior housing investment and consulting engagements. Her average transaction size is more than $100 million. 
Since commencing her real estate career in 1988, Lisa has developed a broad range of experience, including tenure as the Managing Partner of VantAge Pointe Capital Management & Advisory, Inc. (VP) and Manager of McDonnell Douglas Realty Pension Fund's real estate portfolio totaling $40 billion in value. She also held the position of Senior Director of Institutional Marketing for CBRE Global Investors, where she played the dominant role in securing several $100 million investments from pension funds and other institutional investors as well as securing the capital to launch the highly successful Strategic Partners Funds. 
Lisa also utilizes her established relationships in the institutional arena to provide capital sourcing services and to structure large portfolio transactions for her clients.

Professional Affiliations/Accreditations

  • Licensed Real Estate Broker – Multiple States
  • Series 7 and Series 63 Licenses
  • Certified Financial Analyst (CFA) Level 1 Designation
  • Pension Fund Real Estate Association (PREA)
  • National Investment Center for Senior Living Investments (NIC)
  • Urban Land Institute – Senior Housing Council (ULI)
  • America Senior Housing Association Executive Board (ASHA)

 

Achievements

  • Top Producer – Investment Properties, San Diego Region – 2018
  • Top 10% of CBRE, The Americas – 2016, 2017, 2018
  • Top 100 Influential Leaders in San Diego, The Daily Transcript – 2016
  • Senior Housing Transactions totaled over $1B in 2015 – 2015
  • Colbert Coldwell Circle (Top 100 Brokers Worldwide) – 2007
  • Top 10% Producing Broker – CBRE World – 2005, 2006
  • Real Estate Women of Influence – Real Estate Magazine – 2004, 2005
  • Top 100 Producing Broker – Southwestern Region – 2004, 2005, 2006
  • San Diego Team of the Year – 2003, 2004, 2006
  • "Most Innovative Team" – Nationwide – 2002

Education

  • Pepperdine University, Masters of Business Administration
  • Cornell University, Bachelor of Science; Hotel Support, Magna Cum Laude

Significant Assignments


Transaction Units
                               Value
     
Blackstone Group / Emeritus / Sunwest 11,096 $1,294,000,000
     
Fremont Realty / Apax Partners / Hearthstone Assisted Living 3,792 $425,000,000
     
Merrill Gardens 2,479 $364,000,000
     
Starwood Real Estate Renaissance Senior 1,261 $285,000,000
     
Senior LifeStyle Corp. / Walton Street 1,256 $280,000,000
     
Cypress Realty Advisors 1,732 $274,000,000
     
AEW Partners Fund National Portfolio 1,237 $247,250,000
     
Pacifica Companies (Consulting) 1,519

Approx. $200,000,000

     
5 Community Allegro Portfolio 705 $172,500,000
     
BayNorth (Charlesbank) / Benchmark 672 $151,750,000
     
Confidential Recapitalization 1,166 $127,000,000
     
The Carlyle Group / Sunrise Senior Housing 328 $123,000,000
     
Starwood Real Estate 427 $115,000,000
     
BayNorth Capital 496 $114,500,000
     
Confidential Recapitalization N/A $100,000,000
     
Houston IL / AL / MC 218 Confidential
     
Parties are Confidential 320 $80,400,000
     
SHP III (Ventas) 216 $77,000,000
     
The Woodmark Portfolio - AZ & NM (ARC) 249 $75,300,000
     
The Village at the Arboretum (Ventas) 172 $72,000,000
     
Parties are Confidential 188 $66,850,000
     
Confidential Recapitalization 145 $60,000,000
     
Meadowbrook Senior Living (ARC) 156 $60,000,000
     
M&I Bank / Senior Resource Group 395 $58,000,000
     
MorningStar of Applewood (Ventas) 107 $53,000,000
     
Woodmark Retirement - AZ & NM (AEW) 237 $52,400,000
     
The Bevmo Portfolio (Freshwater / HCN) 142 $47,000,000
     
St. Andrew's Village (Sentio) 246 $42,500,000
     
The Preserve at Palm-Aire (Carlyle) 298 $38,550,000
     
The Patrician (Carlyle) 136 $33,000,000
     
Harvard Square (Freshwater / NorthStar) 183 $31,500,000
     
Monarch Place Piedmont (Carlyle) 149 $29,000,000

Lisa Widmier Executive Vice President
Capital Markets Senior Housing, Investment Banking Lic. 01258647
Carlsbad 5780 Fleet Street
Suite 100
Carlsbad, CA 92008