208516 nic if 2017.indd fc event guide cover.indd 1 1 8/14 ... · 2 berkadia 3 bmo harris bank na 4...

FC Event Guide Cover.indd 1 8/14/17 4:53 PM208516_NIC_IF_2017.indd 1 8/30/17 3:30 PM

208516_NIC_IF_2017.indd 2 8/30/17 3:30 PM

Contents 1 Auctus Capital Partners

1 Bank of the West

2 Bankers Trust Company

2 Barings Multifamily Capital

2 Berkadia

3 BMO Harris Bank NA

4 BOK Financial

4 Busey Bank

4 Cambridge Realty Capital Companies

5 Capital Funding, LLC

5 Capital Health Group, LLC

5 Capital Healthcare Investments, LLC

6 Capital One Healthcare

6 Capital Pointe Advisors

6 Capital Senior Ventures, LLC

7 CapitalSource

7 Central Bank of St. Louis

7 CNH Finance

8 Colony NorthStar, Inc.

8 Contemporary Healthcare Capital, LLC

9 Customers Bank

9 Directed Capital

10 Dougherty Mortgage, LLC

10 Edge Principal Advisors

10 Enclave Equities

11 Eureka Capital Markets, LLC

11 Evans Senior Investments

11 Evercore

12 Expedition Capital Advisors LLC

12 Fifth Third Bank

12 Formation Capital, LLC

13 Grandbridge- BB&T

13 Great Southern Bank

13 Greystone

14 HCP, Inc.

14 Heitman LLC

14 HJ Sims

15 HJ Sims & Co., Inc.

15 Housing & Healthcare Finance, LLC

15 Hunt Mortgage Group

16 Huntington National Bank

16 IDB Bank

16 JLL

17 Jones Lang Lasalle

17 Keybank Real Estate Capital

18 Lancaster Pollard

18 Love Funding

19 LTC Properties, Inc.

19 M&T Bank

19 M&T Realty Capital Corporation

20 Mainstreet Health Investments

20 Man GPM Aalto

20 Man Group

21 MB Financial Bank

21 Meridian Capital Group

21 MidCap Financial

22 Monticello Asset Management LLC

22 National Health Investors

23 New Senior Investment Group

23 Omega Healthcare Investors, Inc.

24 Oxford Finance LLC

24 PGIM Real Estate Finance

24 Pillar Finance / SunTrust Bank

25 Pillar Financial A Division of SunTrust Bank

25 PNC Real Estate

25 Quality Care Properties, Inc.

26 RED Capital Group

26 Regions Bank

27 Senior Capital Advisors

27 SHA Capital Partners

28 Simmons Bank

28 Solid Rock Group

28 Sterling National Bank

29 SunTrust Bank

29 TD Bank

30 The McKinney Fund & Co.

30 The PrivateBank

30 Triumph Healthcare Finance

31 United Community Bank

32 Ventas, Inc.

32 Wakefield Capital

33 Walker & Dunlop

33 Wedgewood Investment Group, LLC

34 Wells Fargo Bank NA

34 Wells Fargo Capital Finance - Healthcare Finance

35 Welltower Inc.

35 White Oak Healthcare Finance

35 X-Caliber Capital

Event Guide to Capital Provider AttendeesThe Event Guide to Capital Provider Attendees is an additional resource to help connect operators seeking financing with debt and equity providers in the sector. The guide includes company profiles, company contact information, on-site contact information, and the types of capital provided for lenders, investors, and financial intermediaries who registered and submitted their information by August 7.

208516_NIC_IF_2017.indd 3 8/30/17 3:30 PM

2017 NIC Fall Conference

Event Guide to Capital Provider Attendees

Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender1

Capital Category

Bridge Financing

CMBS or other ABS

Construction Financing

Credit Enhancements

Equity Capital

General Corporate Debt

Mezzanine Financing

Mini-Permanent

Permanent Debt for Distressed

Permanent Debt for Stabilized

Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital

Professional Category

(FI) Broker

(FI) Investment Bank

(FI) Loan Servicer

(I) Life Insurance Company

(I) Other Institutional Investor

(I) Pension Fund/Manager

(I) Private Equity

(I) REIT

(L) CMBS Lender

(L) Commercial Bank (National)

(L) Commercial Credit

(L) GSE/GSE Lender

(L) Local/Community Bank

(L) Regional Bank

(L) Savings Institution

Property Category

Active Adult

Assisted Living

Entry Fee (Ownership)/Condo/Co-op CCRC

Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Auctus Capital Partners(760) 271-9635120 West Grand AvenueSuite 205Escondido, CA 92025www.auctuscapitalpartners.comChris Rosenstock: (760) 271-9635

Bank of the West(719) 846-870360017th StreetSuite 1500Denver, CO 80202www.bankofthewest.comAstrid Kramarz: (925) 956-8184

Bank of the West(303) 202-5565600 17th Street Suite 1500Denver, CO 80202Eric Johnson: (303) 710-0015

208516_NIC_IF_2017.indd 1 8/30/17 3:30 PM

Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 2

Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Bankers Trust Company(515) 245-2496453 7th StreetDes Moines, IA 50309www.BankersTrust.comDevin L. Boyer: (319) 651-3818

Barings Multifamily Capital(949) 719-47515000 Birch StreetSuite 7500Newport Beach, CA 92260baringsmultifamily.com

Berkadia(312) 845-8518125 S. Wacker DriveSuite 400Chicago, IL 60606

208516_NIC_IF_2017.indd 2 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Berkadia(215) 328-1877323 Norristown Road, Suite 300Ambler, PA 19002Christopher Honn: (312) 845-8518Heidi Brunet: (206) 384-6168Christopher Fenton: (413) 358-8409Lisa Lautner: (859) 948-4950

BMO Harris Bank NA(301) 718-48005425 Wisconsin Avenue, Suite 600Chevy Chase, MD 20815Imran Javaid: (703) 216-6939Derek Zeller: (703) 217-7161Jonathan Li: (416) 450-7054Ryan Stewart: (716) 939-0202

BMO Harris Bank NA(301) 718-48045425 Wisconsin Avenue, Suite 600Chevy Chase, MD 20815commercial.bmoharris.comindustry-expertisecommercial-real-estate Michael Pena: (240) 446-8684

208516_NIC_IF_2017.indd 3 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

BOK Financial(918) 595-3143One Williams CenterTulsa, OK 74172www.bokfinancial.com

Busey Bank(314) 317-481017701 Edison AveChesterfield, MO 63005 Matt Dierberg: (646) 249-4039Mark Greenley: (314) 348-0185

Cambridge Realty Capital Companies(312) 357-1601125 South Wacker Drive, Suite 1800Chicago, IL 60606www.cambridgecap.comJeffrey Davis: (312) 909-3456Brent Holman-Gomez: (312) 543-7552Sampada D’silva: (312) 285-4500Anthony Marino: (773) 477-5365

208516_NIC_IF_2017.indd 4 8/30/17 3:31 PM




Capital Funding, LLC(410) 513-87351422 Clarkview RoadBaltimore, MD 21209www.capfundinc.com

Capital Health Group, LLC(410) 769-58821422 Clarkview RoadBaltimore, MD 21209www.caphealthgroup.com Kenneth Assiran: (610) 246-3937

Capital Healthcare Investments, LLC(301) 841-14892 Bethesda Metro Center12th FloorBethesda, MD 20814www.caphealthinv.com

Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

208516_NIC_IF_2017.indd 5 8/30/17 3:31 PM


Capital One Healthcare(312) 739-480677 W Wacker Drive, 10th FloorChicago, IL 60601www.capitalone.com/healthcare Keith Kodrin: (202) 258-0300Mark Bultman: (202) 309-1696Steve Anderson: (312) 953-6812Dague Retzlaff: (312) 320-5726

Capital Pointe Advisors(216) 401-26333659 Green RoadSuite 100Beachwood, OH 44122capitalpointeadvisors.com Nancy Herman: (216) 401-2633Keith Baron: (216) 403-8673

Capital Senior Ventures, LLC(410) 513-87801422 Clarkview RoadBaltimore, MD 21209www.capfundinc.com

Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

208516_NIC_IF_2017.indd 6 8/30/17 3:31 PM




CapitalSource(678) 405-4905410 Peachtree Parkway, Suite 4245Cumming, GA 30041www.capitalsource.com Steve Gilleland: (678) 637-9926Jung Park: (818) 540-2136Don Kelly: (941) 961-0277

Central Bank of St. Louis(314) 835-374612218 Manchester RoadSt. Louis, MO 63131centralbank.net Mark R. Mesnier: (636) 399-7982Daniel G. Stephen

CNH Finance(714) 520-17883334 E Coast HighwaySuite 541Newport Beach, CA 92625 Melinda Ficek: (714) 520-1788

Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

208516_NIC_IF_2017.indd 7 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Colony NorthStar, Inc.(240) 479-71312 Bethesda Metro CenterSuite 1300Bethesda, MD 20814clns.com John Ambrosius: (240) 479-7125

Contemporary Healthcare Capital, LLC(423) 424-1800801 Broad StreetSuite 200Chattanooga, TN 37402contemporarycapital.com Hayes Taylor: (423) 304-0770

Contemporary Healthcare Capital, LLC(205) 637-079014105 Retreat Lane, Suite 210ABirmingham, AL 35242www.contemporarycapital.com Steve McGee: (205) 936-3326Chaz DeMers: (605) 868-2421Johnny O’Brien: (423) 424.1861

208516_NIC_IF_2017.indd 8 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Customers Bank(212) 843-4549101 Park AvenueNew York, NY 10178www.customersbank.com Anthony Mai: (201) 406-4127

Directed Capital(727) 341-8386333 Third Avenue North, #400 Saint Petersburg, FL 33701directedcapital.com Chris Moench: (727) 452-4428John Savage: (727) 644-8097Jay Jordan: (727) 515-5719

Directed Capital(727) 341-8380333 Third Avenue NorthSuite 400St Petersburg, FL 33701directedcapital.com

208516_NIC_IF_2017.indd 9 8/30/17 3:31 PM


Dougherty Mortgage, LLC(508) 359-7181454 NewMarket RoadWarner, NH 03278www.Doughertymarkets.com

Edge Principal Advisors(212) 547-28021700 Broadway37th FloorNew York, NY 10019edgepe.com

Enclave Equities(914) 285-1430 ext.1042975 Westchester AvenueSuite 100Purchase, NY 10577Ari Weinberger

Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

208516_NIC_IF_2017.indd 10 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Eureka Capital Markets, LLC(646) 277-842352 Vanderbilt AvenueSuite 902New York, NY 10017Leslie Feldman: (917) 293-3424

Evans Senior Investments(312) 896-0123430 W. Erie StreetSuite 430Chicago, IL 60654Jason Stroiman: (630) 885-4834Jeremy Stroiman: (773) 383-8449

Evercore(212) 849-356455 East 52nd Street36th FloorNew York, NY 10055www.evercore.com/investment- bankingprivate-capital-advisory Nishant Bakaya: (202) 465-0854Jarrett Vitulli: (917) 543-9826

208516_NIC_IF_2017.indd 11 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Expedition Capital Advisors LLC(214) 922-119547 Highland Park VillageSuite 201Dallas, TX 75205excapadvisors.com Jason Claro: (214) 418-8772

Fifth Third Bank(313) 230-9120One Woodward AvenueSuite 2600, MDDetroit, MI 48226www.53.com Natasha Ursuy: (586) 295-6177Chris Rice: (734) 626-9661Kyle O’Neil: (734) 718-0819

Formation Capital, LLC(770) 754-96603500 Lenox Road NE, Suite 510Atlanta, GA 30326formationcapital.com Brian Beckwith: (312) 315-4174Darren Margulis: (312) 374-6262David Russ: (917) 842-9606Ashish Shah: (312) 342-9234

208516_NIC_IF_2017.indd 12 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Grandbridge - BB&T (404) 602-1379271 17th Street North West Suite 750Atlanta, GA 30363www.grandbridge.com/seniors_housing Richard Thomas: (404) 538-5790Meredith Davis: (205) 777-9627

Great Southern Bank(314) 889-89248235 Forsyth BoulevardSuite 150St. Louis, MO 63105www.greatsouthernbank.com Carol Hanson: (314) 920-1935

Greystone(469) 221-2924222 W. Las Colinas BoulevardSuite 1925 North TowerIrving, TX 75039greyco.com Luann Gutierrez: (972) 795-0826

208516_NIC_IF_2017.indd 13 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

HCP, Inc.(949) 407-03791920 Main Street, Suite 1200Irvine, CA 92614www.hcpi.com Kendall Young: (562) 253-9868Darrin Smith: (949) 201-3695Simona Wilson: (714) 717-8811Natasha Valle: (949) 294-4994

Heitman LLC(312) 423-1370191 North Wacker DriveSuite 2500Chicago, IL 60606www.heitman.com Tom Krumwiede Dan Hayes

HJ Sims(203) 418-90282150 Post RoadSuite 301Fairfield, CT 06824www.hjsims.com Krystal Murphy: (917) 880-2358

208516_NIC_IF_2017.indd 14 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

HJ Sims & Co., Inc.(512) 519-5001815 Brazos Street, Suite 710Austin, TX 78701www.hjsims.com Jeff Sands: (203) 856-6501Curtis King: (603) 219-3158Brett Edwards: (936) 203-2285Krystal Murphy: (917) 880-2358

Housing & Healthcare Finance, LLC(301) 969-33005515 Security LaneSuite 735North Bethesda, MD 20852www.hhcfinance.com Charles Dabich: (301) 385-5581

Hunt Mortgage Group(972) 868-57342525 McKinnon StreetSuite 300Dallas, TX 75201

208516_NIC_IF_2017.indd 15 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Huntington National Bank(330) 841-0134108 Main Avenue SWWarren, OH 44482huntington.com Dan Storer: (440) 724-9878Suzanne Myers: (330) 507-2606

IDB Bank(212) 551-8643511 Fifth AvenueNew York, NY 10017idbbank.com Andrea Kantor: (917) 952-5842Suny Golovinsky: (281) 701-1808

JLL(651) 332-85022177 Youngman Avenue, Suite 100St. Paul, MN 55116 Jessica Wolters: (612) 889-0292 Allison Holland: (214) 438-6218Joel Mendes: (614) 401-9830 Jeff Lepley: (612) 790-0065

208516_NIC_IF_2017.indd 16 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Jones Lang Lasalle(214) 438-62188343 Douglas AvenueDallas, TX 75225 Allison Holland: (214) 546-4602

KeyBank Real Estate Capital(202) 452-4912127 Public SquareCleveland, OH 44114key.com/healthcare Matt Ruark: (913) 488-2910Carolyn Nazdin: (301) 758-0842Kevin Murray: (216) 571-4958Charlie Shoop: (513) 257-5363

KeyBank Real Estate Capital(813) 313-55164211 West Boy Scout Blvd.Suite 570Tampa, FL 33607

208516_NIC_IF_2017.indd 17 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Lancaster Pollard(614) 224-880065 East State StreetSuite 1600Columbus, OH 43215www.lancasterpollard.com Kass Matt: (614) 425-0506Steve Kennedy: (614) 354-6011Nick Gesue: (614) 531-6425

Lancaster Pollard(770) 772-47785755 North Point ParkwaySuite 220Alpharetta, GA 30022www.lancasterpollard.com

Love Funding(202) 887-84751250 Connecticut Avenue NW, Suite 310Washington, DC 20036www.lovefunding.com Bruce P. Gerhart: (216) 583-0812Kate Murray: (813) 876-4243Leonard A. Lucas: (617) 638-0055Laura Saull-Smith: (202) 887-1851

208516_NIC_IF_2017.indd 18 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

LTC Properties, Inc.(805) 267-13152829 Townsgate Road, Suite 350Westlake Village, CA 91361www.LTCreit.com Mandi Hogan: (303) 913-4721Clint Malin: (805) 981-8639Doug Korey: (732) 233-4895Michael Bowden: (754) 216-2806

M&T Bank(410) 244-481525 S. Charles StreetBaltimore, MD 21201www.mtb.com Jack Lewin: (443) 425-6063Christopher Callaghan: (410) 244-4041Marc Wegener: (914) 366-8538

M&T Realty Capital Corporation(800) 737-234425 S. Charles Street17th Floor Baltimore, MD 21201mandtrcc.com Paula Quigley: (443) 514-4640Matthew Pipitone: (410) 591-9340Steve Muth: (518) 925-1657Robert Kaplan: 410-960-7670

208516_NIC_IF_2017.indd 19 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Mainstreet Health Investments(317) 582-693514390 Clay Terrace BoulevardSuite 205Carmel, IN 46032 John Petelik: (317) 488-8687

Man GPM Aalto(980) 321-75656836 Morrison BoulevardSuite 430Charlotte, NC 28211 Derrick Land Mikko Syrjanen

Man Group+02-071442903One Curzon StreetLondon, NC W1J 5HBman.com Mikko Syrjanen: +41794151179Derrick Land:+19857054371

208516_NIC_IF_2017.indd 20 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

MB Financial Bank(312) 960-5323800 West Madison StreetChicago, IL 60607 Brian Robinson: (773) 317-4442

Meridian Capital Group(212) 612-01801 Battery Park Plaza, Floor 26New York, NY 10004 Danny Heumann: (917) 570-3294Ari Dobkin: (718) 552-5046Ari Adlerstein: (323) 252-2637Josh Simpson: (516) 287-2712

MidCap Financial(312) 234-0296100 South Wacker Drive, Suite 220Chicago, IL 60606www.midcapfinancial.com Brett Patrick: (303) 881-2382Jason McMeen: (847) 702-1241David Sharp: (312) 961-9654Lawrence (Lory) Brin: (917) 656-5144

208516_NIC_IF_2017.indd 21 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Monticello Asset Management(646) 844-3601655 Third Avenue21st FloorNew York, NY 10017www.monticello.nyc

Monticello Asset Management LLC(646) 845-4309655 Third Avenue21st FloorNew York, NY 10017www.monticello.nyc Tami Antebi: (917) 831-0827

National Health Investors(615) 890-9100222 Robert Rose DriveMurfreesboro, TN 37129www.nhireit.com Jerry Taylor: (720) 470-1018

208516_NIC_IF_2017.indd 22 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

New Senior Investment Group(212) 515-77831345 Avenue of the Americas45th FloorNew York, NY 10105newseniorinv.com David Smith: (312) 560-3240Max Luce: (267) 221-9528

Omega Healthcare Investors, Inc.(312) 465-5886303 West Madison StreetSuite 2400Chicago, IL 60606www.omegahealthcare.com

Omega Healthcare Investors, Inc.(410) 427-1739303 International CircleSuite 200Hunt Valley, MD 21030 Vikas Gupta: (571) 225-8065Sara Viet: (312) 899-8619Daniel Miltner: (443) 520-7555Josh Kochek: (312) 899-8615

208516_NIC_IF_2017.indd 23 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Oxford Finance LLC(703) 519-4900133 North Fairfax StreetAlexandria, VA 22314www.oxfordfinance.com Tracy Maziek: (949) 466-4505Katherine Thornett: (860) 881-3218Joshua Brown: (773) 793-1976

PGIM Real Estate Finance(314) 296-62297733 Forsyth Blvd11th FloorClayton, MO 63105 Adrian Hartman: (312) 566-6040Tom Goodsite: (770) 335-0922Trace Wilson: (404) 263-6670

Pillar Finance / SunTrust Bank(202) 823-43911050 Connecticut Avenue, NWSuite 500Washington, DC 20036 Artin Anvar: (602) 400-4023Joshua S. Hausfeld: (301) 806-7973

208516_NIC_IF_2017.indd 24 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Pillar Financial A Division of SunTrust Bank(615) 748-4409401 Commerce StreetSuite 3100Nashville, TN 37219pillarfinance.com Don Husi: (615) 429-8146Joshua Hausfeld: (301) 806-7973

PNC Real Estate(919) 918-4206101 East Rosemary Street2nd FloorChapel Hill, NC 27514pnc.com Sam Kupchella: (724) 388-5071Douglas Checketts: (206) 999-1621

Quality Care Properties, Inc.(240) 223-46917315 Wisconsin AvenueSuite 550EBethesda, MD 20814www.qcpcorp.com Mark Ordan: (703) 623-1070

208516_NIC_IF_2017.indd 25 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

RED Capital Group(949) 485-324024921 Dana Point Harbor DriveSuite B-205Dana Point, CA 92629redcapitalgroup.com

RED Capital Group(949) 485-324010 W Broad Street, 8th FloorColumbus, OH 43215redcapitalgroup.com Kathryn Burton Gray: (917) 679-9982James Scribner: (203) 536-3578Jason Smeck: (614) 571-2179Lee Delaveris: (614) 226-1076

Regions Bank(314) 615-35978182 Maryland AvenueSt. Louis, MO 63105 Alec Blanc: (314) 780-8684Amber Crosby: (813) 415-4750Jack Boudler: (513) 236-0229

208516_NIC_IF_2017.indd 26 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Regions Bank(404) 279-74651180 West Peachtree Street NWSuite 1400Atlanta, GA 30309 Stephen Chasteen: (404) 372-3698Joel Stevens Graham Dozier: (404) 578-3234

Senior Capital Advisors(305) 606-866212640 N. Bayshore DriveNorth Miami, FL 33181www.srcapadvisors.com Bruce Gibson: (305) 606-8662

SHA Capital Partners(312) 560-1083700 N Green StreetSuite 401Chicago, IL 60642shacp.com David Watkins: (312) 560-1083Doug Cooper: (202) 246-3594

208516_NIC_IF_2017.indd 27 8/30/17 3:31 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Simmons Bank(417) 875-52364625 S. National AvenueSpringfield, MO 65810simmonsbank.com Alan Perryman: (417) 827-0049

Solid Rock Group(972) 914-2897230 Park AvenueNew York, NY 10009solidrockgroup.com Sebastian Paquette: (860) 834-0428Pierre Qian

Sterling National Bank(845) 494-852561 South Paramus RoadParamus, NJ 07652 Brenda Wiener: (845) 494-8525Ari Klein: (973) 219-4560

208516_NIC_IF_2017.indd 28 8/30/17 3:31 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

SunTrust Bank(202) 744-74401445 New York AvenueWashington, DC 20015www.suntrust.com/commercial- corporate-banking/industry-expertise/ aging-services?icid=

SunTrust Bank(667) 239-0252120 East Baltimore Street23rd FloorBaltimore, MD 21202 Michael Waldron: (667) 239-0252

TD Bank(561) 242-19721641 Worthington RoadSuite 300West Palm Beach, FL 33409tdbank.com Linda Walker: (561) 602-8029John Lowrie: (917) 579-5535

208516_NIC_IF_2017.indd 29 8/30/17 3:32 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

The McKinney Fund & Co.(972) 371-56925700 W. Plano ParkwaySuite 3000Plano, TX 75093mckinneyfund.com Tim Moore: (972) 814-4220Katherine Russell: (972) 977-0550

The PrivateBank(312) 564-2000120 S. LaSalle StreetChicago, IL 60603www.pvtb.com Peter Kane: (312) 636-3177Ann O’Shaughnessy: (312) 573-3954Bluma Broner: (312) 415-7005Sam Dendrinos: (312) 533-1088

Triumph Healthcare Finance(503) 384-213410300 SW Greenburg RoadSuite 465Portland, OR 97223triumphhf.com Jennifer Sheasgreen: (503) 720-1388Edward Kauffman: (585) 233-1502

208516_NIC_IF_2017.indd 30 8/30/17 3:32 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

United Community Bank(205) 704-08023008 7th Avenue SouthBirmingham, AL 35233www.ucbi.com

United Community Bank(864) 250-7664306 East North StreetGreenville, SC 29601

United Community Bank(770) 794-3474200 Cherokee StreetMarietta, GA 30060

208516_NIC_IF_2017.indd 31 8/30/17 3:32 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

United Community Bank(864) 250-7690550 S. Main StreetSuite 550Greenville, SC 29601

Ventas, Inc.(312) 660-3800353 North Clark StreetSuite 3300Chicago, IL 60654www.ventasreit.com Manisha Bathija: (917) 797-2315Dave Boitano: (253) 318-2858Tim Sanders: (443) 799-3379

Wakefield Capital(301) 941-16702 Wisconsin CircleSuite 700Chevy Chase, MD 20815 Edward P. Nordberg, Jr.: (202) 329-1657

208516_NIC_IF_2017.indd 32 8/30/17 3:32 PM




Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Walker & Dunlop(301) 202-32575821 Fairview RoadSuite 309Charlotte, NC 28209www.walkerdunlop.com Kevin Guisti: (301) 202-3257

Walker & Dunlop(312) 658-0470333 W. Wacker DriveSuite 1450Chicago, IL 60606www.walkerdunlop.comCarolyn McMullen: (312) 658-0470

Wedgewood Investment Group, LLC(847) 784-0055211 Waukegan Road, Suite 100Northfield, IL 60093www.wedgewoodllc.com Michael Belsanti: (312) 456-6789Rudy Trebels: (847) 404-6600

208516_NIC_IF_2017.indd 33 8/30/17 3:32 PM


Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

Wells Fargo Bank NA(704) 374-6301301 South College Street4th FloorCharlotte, NC 28202 Sarah Peerson Taylor Mokris Dan Sullivan

Wells Fargo Bank NA(949) 251-60582030 Main StreetSuite 800Irvine, CA 92614www.wellsfargo.com Cathy Voreyer: (949) 933-0942

Wells Fargo Capital Finance - Healthcare Finance(954) 226-9633110 East Broward Boulevard, Suite 1100Fort Lauderdale, FL 33301 Michael Janda: (954) 226-9633Rossi Felix: (972) 750-6800Kevin Harbour: (310) 570-6944Eul Kim: (310) 883-5726

208516_NIC_IF_2017.indd 34 8/30/17 3:32 PM




Welltower Inc.(419) 247-28004500 Dorr StreetToledo, OH 43615welltower.com John Getchey: (419) 575-0466Michelle Kelly: (773) 420-7237Joe Weisenburger: (567) 686-6965Brittany Robinson: (419) 351-1431

White Oak Healthcare Finance(404) 904-86673455 Peachtree Road NESuite 500Atlanta, GA 30326whiteoaksf.com Isaac Soleimani: (917) 841-6377Ross Eldridge: (404) 904-8667Jason Dufour: (703) 999-1406

X-Caliber Capital(212) 220-70413 West Main StreetSuite 103Irvington, NY 10533x-calibercap.com Chris Callahan: (917) 533-0615Jeff Goldberg: (516) 238-9985

Capital Category

Bridge Financing

CMBS or other ABS


Credit Enhancements

Equity Capital


Mezzanine Financing

Mini-Permanent



Permanent Financing

Refinancing

Sale/Leasebacks

Subordinated Debt

Take Out Financing

Tax Exempt

Venture Capital

Working Capital


(FI) Broker


(FI) Loan Servicer




(I) Private Equity

(I) REIT

(L) CMBS Lender



(L) GSE/GSE Lender


(L) Regional Bank


Property Category

Active Adult

Assisted Living


Independent Living

Memory Care

Rental CCRC

Seniors Apartments

Skilled Nursing

208516_NIC_IF_2017.indd 35 8/30/17 3:32 PM

208516_NIC_IF_2017.indd 36 8/30/17 3:32 PM

208516_NIC_IF_2017.indd 37 8/30/17 3:32 PM

208516 nic if 2017.indd fc event guide cover.indd 1 1 8/14 ... · 2 berkadia 3 bmo harris bank na 4...

Documents