As the largest segment of the US economy, the healthcare sector offers an array of investment opportunities resulting from the challenges related to our aging population and the evolving solutions created to respond to those challenges. Our highly-experienced specialists work with owner/operators, investors and developers of independent living facilities, assisted living facilities, skilled nursing facilities, continuing care retirement communities, and dementia facilities to ensure their real estate is aligned with strategic, operational and financial goals and to maximize returns.
Our professionals have the expertise, sector knowledge and the relationships to achieve the best outcome through all business, political and reimbursement cycles. We believe that “Execution starts with relationships and closes with capital.”
How Can We Help?
Our Client Focus: Integrity
Our Senior Housing Team works side by side with our clients as we review their goals. Whether that goal is to maximize value, secure competitive investment and lending terms, close quickly or recapitalize to maintain long term control, we start at the top and partner with our clients to develop a customized execution strategy uniquely suited to achieving an optimal outcome. We leverage the wide spectrum of C&W resources and capabilities throughout our firm ensuring that your transaction benefits from the most comprehensive research and the most current market information in creating the best execution.
Our Team: Experience Matters
- We are seasoned executives having over 80 years and $16 billion of experience as investors, bankers, operators and brokers.
- We maintain constant contact with investors, buyers, sellers, owners and operators by being “in the market” for debt and equity placements as well as investment sales.
- We deliver access to C&W’s Capital Markets business lines and global network to manage transactions, conduct research, source capital and opportunities, and maintain relationships.
- We strive for excellence and are dedicated to a culture of integrity.
Our Services: Comprehensive, Analytical, Sophisticated
We listen to our clients’ objectives and formulate a strategy, taking into consideration the economic cycle and the current capital markets including the availability and pricing of debt, equity, buyers and sellers.
We customize a plan of financing and solicit proposals from our extensive group of lender relationships. We negotiate on your behalf, securing the best competitive terms, and assist in closing the transaction. We represent all types of financings including balance sheet lenders, mortgage conduit originators and Fannie and Freddie correspondents, and will provide recommendations on the structure that best fits your needs.
Equity Capital/Joint Ventures
We present our client’s company and financial proposal to qualified investors throughout the country. Those placements may take various forms, including a direct equity investment in the company, the creation of an investment in a fund or real estate pool or mezzanine investments as part of a structured finance execution.
Investment Sales / Brokerage
We analyze properties and portfolios, create a compelling investment thesis and sales package, aggressively market the assets, and work to achieve a successful transaction conclusion.
We assist our clients and their current lenders and investors in assessing value and finding a financial structure that will meet the goals of our client’s investors and allow continuity of operation and ownership. A recapitalization structure, including both debt and equity capital raises, is among the structures we can arrange.
Broker Opinion of Value
We evaluate the particular assets and their market position, offer creative insights and provide the tools needed to consider all of options - sale, refinance, or recapitalization - in determining the best execution strategy.