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 and Aron Will possess extensive 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
  • Rental CCRC Communities
  • Assisted Living
  • Alzheimer’s/Memory Care
  • Active Adult
  • Skilled Nursing and Continuum of Care
  • Entry Fee CCRC Communities
  • Post Acute/Sub Acute Care

 

Learn more about our experience and capabilities 

 

Interested in Learning About Senior Housing Opportunities?

To be added to our mailing list for senior housing opportunities, please complete this quick survey so that we can better understand your acquisition criteria.

 

Key Stats

$25.1B
Total Transaction Volume (since 2005)

$3.1B+
Investment sales and debt transactions in 2019 & 2020

69
Years combined senior housing-specific industry experience
Seniors Housing Valuation

Seniors Housing Valuation

Dedicated Valuation, Advisory and Due Diligence Solutions for Seniors Housing Properties

Research & Insights

The Era of the Active Adult

March 19, 2021
March 19, 2021

U.S. Seniors Housing & Care CCRC Report

July 10, 2018
July 10, 2018