event guide to capital provider attendees · 3 berkadia real estate advisors llc 3 berkeley point...
TRANSCRIPT
Event Guide To Capital Provider Attendees
Contents 1 Ally Bank
1 Ambrose Urban Capital Group, Inc.
1 Arbor
2 Artemis REP
2 Avana Capital
2 Bankers Trust Company
3 Berkadia Real Estate Advisors LLC
3 Berkeley Point Capital
4 Birchwood Healthcare Partners, LLC
4 BloomfieldCapital
4 BOK Financial
5 Busey Bank
5 Cambridge Realty Capital Companies
5 Capital Funding, LLC
6 Capital One Healthcare
6 Capital Pointe Advisors
6 CapitalSource
7 CareTrust REIT
7 Central National Bank
7 CIBC
8 CNH Finance
8 Colony NorthStar, Inc.
9 Contemporary Healthcare Capital, LLC
9 Core Real Estate Capital
9 Customers Bank
10 Dougherty Mortgage, LLC
10 Edge Principal Advisors
10 First Bank
11 Formation Capital, LLC
11 FourteenPlus, LLC
11 Framework Realty Advisors
12 Grandbridge- BB&T
12 Greystone
12 Greystone Real Estate Advisors
13 Harborview Capital Partners, LLC
13 HJ Sims
14 HJ Sims & Co., Inc.
14 Housing & Healthcare Finance, LLC
14 Hunt Mortgage Group
15 IDB Bank
15 Israel Discount Bank of New York
15 Kaufman Jacobs
16 Lancaster Pollard
16 Love Funding Corporation
16 LTC Properties, Inc.
17 M&T Realty Capital Corporation
17 Macquarie
17 MedEquities Realty Trust Incorporated
18 Meridian Capital Group
18 MidCap Financial
18 NorthMarq Capital, LLC
19 Omega Healthcare Investors, Inc.
19 Oppenheimer & Co.
19 Opus Bank, Healthcare Banking
20 ORIX USA
20 People’s United Bank
20 Piper Jaffray & CO
22 PNC Real Estate
22 Regions Bank
23 Sabra Health Care REIT
23 Senior Capital Advisors
24 Senior Living Equity Partners, LLC
24 Singerman Real Estate
24 Solid Rock Group
25 Southside Bank
25 Summit Healthcare REIT, Incorporated
25 Synovus Financial Corporation
26 The Gutman Group
26 Triumph Healthcare Finance
26 Tryko Partners
27 United Community Bank
27 Ventas, Inc.
27 Walker & Dunlop
28 Wedgewood Investment Group, LLC
28 Wells Fargo Bank NA
29 Welltower Inc.
29 White Oak Healthcare Finance, LLC
29 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 February 5.
2018 NIC Spring Investment Forum
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
Ally Bank(301) 961-19033 Bethesda Metro Center, Suite 792Bethesda, MD 20814www.ally.com/corporate-finance/Steve Anderson: (312) 775-7073Patrick Coffey: (301) 961-1696Scott Rossbach: (301) 961-1903Whitney Parker: (301) 961-1537
Ambrose Urban Capital Group, Inc.(858) 792-95003394 Carmel Mountain RoadSuite 200San Diego, CA 92121www.ambrosecapital.comChris Urban: (858) 353-6260Anne Healy: (731) 500-6785
Arbor(804) 370-16135165 Brandon Pines WayProvidence Forge, VA 23140Heath Coryell: (804) 370-1613
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 2
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
Artemis REP(240) 482-86445404 Wisconsin Avenue NWSuite 1150Chevy Chase, MD 20815Kelly Sheehy: (703) 598-0038Matthew Pierre: (920) 360-0578Courtney Nickels: (434) 774-7545
Avana Capital(623) 552-31868194 W. Deer Valley RoadSuite 106-333Peoria, AZ 85382Sanat Patel: (213) 700-7775
Bankers Trust Company(515) 245-2496453 7th StreetDes Moines, IA 50309www.BankersTrust.com/HealthcareFinanceDevin L. Boyer: (319) 651-3818
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender3
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
Berkadia Real Estate Advisors LLC(301) 202-35764445 Willard AvenueSuite 1200Chevy Chase, MD 20815www.berkadia.com/services/investment-sales/
Berkeley Point Capital(734) 293-519634228 Burton LaneLivonia, MI 48154www.berkpoint.comMickey Rist: (734) 788-0354
Berkeley Point Capital(919) 435-87003041 Berks Way, Suite 202Raleigh, NC 27614www.berkpoint.comRob Ferguson: (919) 730-4348Priscilla Harrell: (301) 347-4926Frank Cassidy: (215) 327-1406Mickey Rist: (734) 788-0354
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 4
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
Birchwood Healthcare Partners, LLC(312) 520-68631633 N. Campbell AvenueChicago, IL 60647www.birchwoodhcp.comIsaac Dole: (312) 520-6863Rutul Shah: (312) 391-6845Andrew Sfreddo: (773) 951-4788
BloomfieldCapital(248) 745-1700280 North Old Woodward Suite 104Birmingham, MI 48009www.bloomfieldcapital.comJason JarjosaNevan Shokar: (734) 716-7347
BOK Financial(918) 595-3143PO Box 23008th FloorTulsa, OK 74102-2300www.bokf.com
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender5
Busey Bank(314) 317-481017701 Edison AvenueChesterfield, MO 63005Matt Dierberg: (646) 249-4039
Cambridge Realty Capital Companies(312) 357-16011 North LaSalle Street, 37th FloorChicago, IL 60602www.cambridgecap.comJeffrey Davis: (312) 909-3456Anthony Marino: (773) 447-5365Brent Holman-Gomez: (312) 543-7552Hyman Barber: (818) 692-0750
Capital Funding, LLC(410) 342-31551422 Clarkview RoadBaltimore, MD 21209www.capfundinc.comErik Howard Craig Casagrande Jeff Stein Patrick McGovern
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
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 6
Capital One Healthcare(312) 739-476277 W. Wacker Drive Chicago, IL 60601www.capital.one/healthcareMark Bultman: (202) 309-1696Dague Retzlaff: (312) 320-5726Keith Kodrin: (202) 258-0300Kristen Ahrens: (561) 818-4659
Capital Pointe Advisors(216) 401-26333659 Green RoadSuite 100Beachwood, OH 44122www.capitalpointeadvisors.comNancy Herman: (216) 401-2633
CapitalSource(678) 405-4905410 Peachtree Parkway, Suite 4245Cumming, GA 30041www.capitalsource.com/Don Kelly: (941) 961-0277Steve Gilleland: (678) 637-9926Jung Park: (310) 200-5388Jeff Hawkins: (805) 490-4620
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
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender7
CareTrust REIT905 Calle Amanecer, Suite 300San Clemente, CA 92673www.caretrustreit.comDave Sedgwick: (949) 285-3704Mark Lamb: (949) 542-3135Greg Stapley: (949) 285-7655Eric Gillis: (760) 989-3866
Central National Bank(918) 508-20208811 S. Yale AvenueSuite 100Tulsa, OK 74137www.cnb-ok.com/Debbie Blacklock: (918) 629-0210Carol Kinzer: (918) 949-8302
CIBC(312) 564-2754120 S. LaSalle StreetChicago, IL 60603Christian Streu: (630) 649-0305
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
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 8
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
CNH Finance(714) 520-17883334 E. Coast HighwaySuite 541Newport Beach, CA 92625www.cnhfinance.com
Colony NorthStar, Inc.(972) 869-652613727 Noel RoadSuite 750Dallas, TX 75240John Ambrosius: (240) 435-5568Doug Bath: (703) 801-8080
Colony NorthStar, Inc.(240) 479-71312 Bethesda Metro CenterSuite 1300Bethesda, MD 20814www.clns.comJohn Ambrosius: (240) 435-5568Doug Bath: (703) 801-8080
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender9
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
Contemporary Healthcare Capital, LLC(423) 424-1800801 Broad Street, Suite 200Chattanooga, TN 37402www.contemporarycapital.comSteve McGee: (205) 936-3326Johnny O’Brien: (423) 400-6076
Core Real Estate Capital(614) 485-250021 E. State StreetSuite 1800Columbus, OH 43215www.corerecap.comBenjamin Horn: (614) 332-3703
Customers Bank(212) 843-4549101 Park AvenueNew York, NY 10178www.customersbank.comAnthony Mai: (201) 406-4127
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 10
Dougherty Mortgage, LLC(508) 359-718190 South Seventh StreetSuite 4300Minneapolis, MN 55402www.Doughertymarkets.comJames F. Sherman: (508) 989-1104Erik Schmitt: (612) 317-2081
Edge Principal Advisors(212) 547-28021700 Broadway37th FloorNew York, NY 10019www.edgepe.comLuke Lee: (917) 935-3843
First Bank(949) 475-63204301 MacArthur Boulevard2nd FloorNewport Beach, CA 92660www.firstbanks.comJohn Marder: (714) 454-1737Rich Sutton: (714) 651-3442
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
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender11
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
Formation Capital, LLC(770) 754-96603500 Lenox Road NE, Suite 510Atlanta, GA 30326www.formationcapital.comBrian Beckwith: (312) 315-4174Dave Russ: (917) 842-9606Ashish Shah: (312) 342-9234Matt Sedgwick: (404) 821-8421
FourteenPlus, LLC(503) 329-66871908 Sunburst TerraceWest Linn, OR 97068Doug Fullaway: (503) 329-6687
Framework Realty Advisors(469) 772-3200825 Watters Creek BoulevardBuilding M, Suite 250Allen, TX 75013www.frameworkrealtyadvisors.comMike Girard: (214) 499-3525
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 12
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
Grandbridge-BB&T(404) 602-1379271 17th Street North WestSuite 750Atlanta, GA 30363www.grandbridge.com/seniors_housingRichard Thomas: (404) 538-5790Meredith Davis: (205) 777-9627
Greystone(917) 421-4575152 W. 57th Street60th FloorNew York, NY 10019Scott Kavel: (404) 822-7634Nikhil Kanodia: (585) 314-3019Luann Gutierrez: (972) 795-0826Jonathan Coven: (917) 841-8253
Greystone Real Estate Advisors(917) 421-4575152 W. 57th Street60th FloorNew York, NY 10019www.greycoadvisors.comMike Garbers: (407) 960-3677Cody Tremper: (214) 215-1364
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender13
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
Harborview Capital Partners, LLC(516) 453-9400335 Central AvenueLawrence, NY 11559www.harborviewcp.com
HJ Sims(203) 418-90282150 Post RoadSuite 301Fairfield, CT 06824-5669
HJ Sims(512) 519-5003815 Brazos StreetSuite 715Austin, TX 78703www.hjsims.comCurtis King: (603) 219-3158
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 14
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
HJ Sims & Co., Inc.(512) 519-5001815 Brazos StreetSuite 710Austin, TX 78701www.hjsims.com/
Housing & Healthcare Finance, LLC(301) 969-33005515 Security LaneSuite 735North Bethesda, MD 20852www.hhcfinance.comCharles Dabich: (301) 385-5581
Hunt Mortgage Group(203) 536-3578230 Park AvenueNew York, NY 10169www.huntmortgagegroup.com/Kathryn Burton Gray: (917) 679-9982James Scribner: (203) 536-3578Jason Smeck: (614) 571-2179
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender15
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
IDB Bank(212) 551-8643511 Fifth AvenueNew York, NY 10017www.idbbank.comAndrea Kantor: (917) 952-5842Michael Paul: (917) 670-2582
Israel Discount Bank of New York(212) 551-8280511 Fifth AvenueNew York, NY 10017www.idbny.comMichael Paul: (917) 670-2582
Kaufman Jacobs(312) 237-343130 W. Monroe StreetSuite 1700Chicago, IL 60603Jay Patel: (847) 571-7285Robert Saunders: (312) 339-8696
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 16
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
Lancaster Pollard(614) 224-880065 East State StreetSuite 1600Columbus, OH 43215www.lancasterpollard.comKass Matt: (614) 425-0506
Love Funding Corporation(704) 997-32541250 Connecticut Avenue NWSuite 310Washington, DC 20036www.lovefunding.comLawrence Larisma: (704) 390-2742Leonard Lucas: (857) 257-6039Laura Saull-Smith: (202) 422-9694
LTC Properties, Inc.(805) 267-13152829 Townsgate RoadSuite 350Westlake Village, CA 91361www.LTCreit.comMandi Hogan: (303) 913-4721Doug Korey: (732) 233-4895Mike Bowden: (954) 593-5691
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender17
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
M&T Realty Capital Corporation(410) 244-418325 S. Charles Street17th FloorBaltimore, MD 21236Matt Pipitone: (410) 591-9340Paula Quigley: (443) 514-4640Steve Muth: (518) 464-6110
Macquarie(415) 762-50482 Embarcadero CenterSuite 200San Drancisco, CA 94111Mark Ding: (917) 226-5156
MedEquities Realty Trust Incorporated(615) 627-47143100 West End AvenueSuite 1000Nashville, TN 37203www.medequities.comJeffery Walraven: (615) 618-7377Michael Hammill: (404) 862-8412
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 18
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
Meridian Capital Group(212) 612-01741 Battery Park Plaza26th FloorNew York, NY 10004Ari Adlerstein: (212) 612-0174Josh Simpson: (212) 612-0243Ari Dobkin: (212) 612-0165Corey Schwartz: (646) 502-3417
MidCap Financial(301) 547-36407255 Woodmont Avenue, Suite 200Bethesda, MD 20814www.midcapfinancial.comJason McMeen: (847) 702-1241David Sharp: (312) 961-9654Lawrence Brin: (917) 656-5144Brett Patrick: (303) 881-2382
NorthMarq Capital, LLC(972) 455-19468300 Douglas AvenueSuite 650Dallas, TX 75225www.northmarq.com/Ruth Davis: (214) 288-7291
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender19
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
Omega Healthcare Investors, Inc.(410) 427-1739303 International CircleSuite 200Hunt Valley, MD 21030
Oppenheimer & Co.(212) 667-623485 Broad Street23rd FloorNew York, NY 10004www.opco.comBill Reisner: (314) 265-1440
Opus Bank, Healthcare Banking(310) 648-32802101 Rosecrans AvenueSuite 4300El Segundo, CA 90245www.opusbank.comEvan Purcell: (310) 908-8842
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 20
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
ORIX USA(214) 237-22311717 Main StreetSuite 1100Dallas, TX 75201www.orix.comRob Wetzler: (917) 224-2267Ben Forrest: (314) 791-8902
People’s United Bank(315) 692-4350PO Box 356Manlius, NY 13104www.peoples.comMatt Huber: (315) 440-7780Jeff Carpenter: (802) 318-5352
Piper Jaffray & CO(281) 907-49181790 Hughes Landing BoulevardSuite 400The Woodlands, TX 77380Richard Lohr
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender21
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
Piper Jaffray & CO(281) 907-49171790 Hughes Landing BoulevardSuite 400The Woodlands, TX 77380Ogieva Guobadia
Piper Jaffray & CO(414) 847-6373500 W. Silver Spring DriveSuite K-200Glendale, WI 53217Romy McCarthy
Piper Jaffray & Co.(212) 284-9451200 Schultz DriveMiddletown, NJ 07701Matthew O’Grady
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 22
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
PNC Real Estate(412) 762-8180300 5th Avenue, 15th FloorPittsburgh, PA 15222www.pnc.comSam Kupchella: (724) 388-5071Douglas Checketts: (206) 999-1621
Regions Bank(312) 651-275810 South Wacker DriveSuite 2575Chicago, IL 60606Alec Blanc: (314) 780-8684
Regions Bank(317) 221-6141One Indiana SquareIndianapolis, IN 46204Alec Blac: (314) 780-8684
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender23
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
Regions Bank(314) 615-35978182 Maryland AvenueSt. Louis, MO 63105Alec Blanc: (314) 780-8684
Sabra Health Care REIT(949) 679-023618500 Von Karman AvenueSuite 550Irvine, CA 92612www.sabrahealth.comTri Tran: (714) 280-2680Talya Nevo-Hacohen: (917) 887-7134
Senior Capital Advisors(305) 606-866212640 N Bayshore DriveNorth Miami, FL 33181www.srcapadvisors.comBruce Gibson: (305) 606-8662
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 24
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
Senior Living Equity Partners, LLC(847) 604-0500211 Waukegan Road Suite 100Northfield, IL 60093James Julian: (310) 420-2879Rudy Trebels: (847) 404-6600
Singerman Real Estate(312) 544-9607980 N. Michigan AvenueSuite 1660Chicago, IL 60611
Solid Rock Group(217) 550-1585230 Park AvenueNew York, NY 10169www.solidrockgroup.com/
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender25
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
Southside Bank(817) 367-49291320 S. University DriveSuite 900Fort Worth, TX 76107Mark Drennan: (817) 223-5741
Summit Healthcare REIT, Incorporated(949) 535-20222 South Pointe DriveSuite 100Lake Forest, CA 92630www.summithealthcarereit.comElizabeth Pagliarini: (949) 535-2018Kent Eikanas: (949) 812-8173
Synovus Financial Corporation(205) 868-4998800 Shades Creek ParkwaySuite 325Birmingham, AL 35209www.synovus.com
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 26
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
The Gutman Group(305) 304-23293301 NE 1st Ave, H2404Miami, FL 33137Yoni Gutman: (305) 304-23294
Triumph Healthcare Finance(562) 833-781510300 SW Greenburg RoadSuite 465Portland, OR 97223www.triumphhf.comMark Locher: (562) 833-7815
Tryko Partners(732) 415-6024575 Route 702nd FloorBrick, NJ 07748www.tryko.comChad Buchanan: (201) 600-4741
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender27
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
United Community Bank(205) 704-08023008 7th Avenue SouthBirmingham, AL 35233www.ucbi.com
Ventas, Inc.(312) 660-3800353 North Clark StreetSuite 3300Chicago, IL 60654www.ventasreit.comTim Sanders: (443) 799-3379Manisha Bathija: (917) 797-2315Dave Boitano: (253) 318-2858
Walker & Dunlop(301) 202-32575821 Fairview Road, Suite 309Charlotte, NC 28209www.walkerdunlop.comKevin Giusti: (443) 915-5809Jeff Ringwald: (214) 507-8894Carolyn McMullen: (312) 658-0470Russ Dey: (240) 328-4022
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender 28
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
Wedgewood Investment Group, LLC(847) 784-0055211 Waukegan RoadSuite 100Northfield, IL 60093www.wedgewoodllc.com/Rudy Trebel: (847) 404-6600Doug Metz: (949) 637-8100
Wells Fargo Bank NA(949) 251-60582030 Main StreetSuite 800Irvine, CA 92614www.wellsfargo.com
Wells Fargo Bank NA(704) 374-6301301 South College Street4th FloorCharlotte, NC 28202
2018 NIC Spring Investment Forum
Event Guide to Capital Provider Attendees
Capital Category Professional Category Property Category (FI) Financial Intermediary (I) Investor (L) Lender29
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
Welltower Inc.(419) 247-28004500 Dorr StreetToledo, OH 43615www.welltower.comJoe Weisenburger: (567) 686-6965Brittany Robinson: (419) 351-1431Kevin Tyler: (516) 353-7650
White Oak Healthcare Finance, LLC(212) 218-6370900 3rd Ave, 18th floorNew York, NY 10022www.whiteoaksf.comRoss Eldridge: (678) 335-6005
X-Caliber Capital(212) 220-70413 West Main StreetSuite 103Irvington, NY 10533www.x-calibercap.com
Dedication makes the difference.Capital One® Healthcare provides the right fi nancing, so you can invest in your specialty—senior healthcare facilities.
Products and services are off ered by Healthcare Financial Solutions, LLC, a wholly-owned subsidiary of Capital One, N.A., Member FDIC. © 2018 Capital One. Capital One is a federally registered service mark.
capitalone.com/healthcare
$77,660,000First MortgageAdministrative AgentJune 2017
$251,200,000First MortgageAdministrative AgentAugust 2017
$82,000,000Bridge to Agency LoanAdministrative AgentDecember 2017
$6,895,000Freddie Mac Senior Term LoanDecember 2017
$10,050,000Term LoanAdministrative AgentJuly 2017
$16,250,000First MortgageAdministrative AgentJuly 2017
$12,067,600HUD Section 232/223F Refi nanceJune 2017
Skilled NursingFacility
$299,892,000Freddie Mac Revolving Credit Facility LenderAugust 2017
$41,070,000First MortgageAdministrative AgentMay 2017
$10,640,000HUD Section 232/223F Refi nanceJune 2017
Skilled Nursing Facility