About


We are a fully integrated platform of professionals dedicated to the senior housing industry. The platform consists of four separate and distinct concentrations: investment sales, debt and structured finance, investment banking, and valuation.  

The team offers a depth of expertise rarely found in the senior housing sector. Its partners: Lisa Widmier, Matthew Whitlock and Aron Will possess a combined 61-year senior housing-specific industry experience. Our experience personally as developers, institutional investors, appraisers and owner/operators gives us an intimate familiarity and perspective of a transaction from all sides.

We provide investment opportunities to the marketplace across a broad spectrum of senior housing property types including:

  • Age-Restricted Multifamily
  • Independent Living
  • Assisted Living
  • Alzheimer’s/Memory Care
  • Skilled Nursing and Continuum of Care
  • Entry Fee CCRC Communities

 

Learn more about our experience and capabilities 

 

Key Stats

$17B+
Total Sales Volume (since 1998)

$1.4B+
Average annual sales volume (since 2014)

61
Years combined senior housing-specific industry experience

$28.9B+
Transaction volume

Market Insight

Our quarterly Senior Housing & Care Market Insight reports provide timely updates on market fundamentals, transaction activity and more, helping you stay informed.