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Seniors Housing and Care

With over $10B of transactional experience in seniors housing and skilled nursing finance to public corporations, private equity sponsors, and private owner/operators, spanning all regions, the dedicated Seniors Housing and Care team at BWE has the expertise, relationships and experience you can rely on to unlock value & strategically finance your investments. As a full-service mortgage banking firm providing integrated origination, underwriting, closing, and servicing, Bellwether is a licensed Fannie Mae DUS lender, Freddie Mac Optigo Seniors Housing Lender, and FHA/HUD lender, while also being able to offer competitive bank (balance sheet), life insurance, and CMBS financing through correspondent relationships. 

The Seniors Housing and Care asset class encompasses a wide range of property types, commonly divided into five categories of acuity and corresponding service levels, 55+ (age-restricted) Seniors Apartments or Active Adult, Independent Living, Assisted Living, Memory Care and Skilled Nursing.

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Each property type within seniors housing and care has unique characteristics, investment profiles, risks and returns which require a thorough knowledge to finance appropriately. Additionally, each property type has a different equity investor pool, lender pool and underwriting criteria that can enhance the returns while mitigating the risk of your project. The experienced team at Bellwether can help investors and owners navigate these to find the best financing strategy.

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Financing Options

Freddie Mac Floating Rate Loan

Freddie Mac

Life Co & Alternative Seniors Housing Programs

Life Companies

Arm 7-6

Fannie Mae

Credit Facility

Fannie Mae

Fixed Rate Mortgages

Fannie Mae

Senior Housing team

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Phoenix, AZ

Jim Swanson

Executive Vice President

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Mobile, AL

Kim Huffstutler

Senior Vice President, Seniors Housing and Care

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Denver, CO

Ryan Stoll

National Director Seniors Housing and Care

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Washington, DC

Lundat Kassa

Vice President

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Charlotte, NC

Taylor Mokris

Senior Vice President, Seniors Housing and Care

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