Senior Living Dealbook: Morningstar Expands Clarion Partners Relationship; Cfg Finances $429m In First Quarter 

Transactions

Berkadia announces active adult sale

Berkadia announced it sold Alders Magnolia, a 184-unit, active adult community in Magnolia, Texas.

The community was built in 2021 and features amenities including a heated resort-style pool and spa, theater, fitness center, demonstration kitchen, coffee bar, private wine lockers, putting green, bocce ball court and overlook lounge, according to a press release.

The community was purchased by Aspens Senior Living, a Texas-based active adult development and investment firm, according to the release.

MorningStar expands relationship with Clarion Partners

MorningStar announced it expanded its partnership with Clarion Partners in its acquisition of Holly Park.

“We are proud to expand our relationship with Clarion Partners through their acquisition of our beautiful community in Centennial,” Ken Jaeger, MorningStar president and CEO said in a press release. “The transition of Holly Park reflects a shared commitment to quality, positioning these community to thrive while we continue delivering MorningStar’s distinctive standard of service.”

The community is fully occupied with an “extensive waiting list,” according to the release.

Bonaventure Senior Living sells four communities

Bonaventure Senior Living announced it sold four communities to Oakmont Senior Living to better focus its portfolio.

The sale reduces Bonaventure’s portfolio from 28 to 24 communities which are located in Washington, Oregon and Idaho, according to a press release.

“This was a strategic decision, not an operational one,” Chloe Gray, sales manager for Bonaventure Senior Living, said in the release. “Our Colorado communities are well-run and well-performing, and Oakmont is an excellent steward for their residents and teams. The Pacific Northwest is where our roots are, where our relationships are, and where we see meaningful demand for high-quality senior living.”

Blueprint announces three-community portfolio sale

Blueprint managed the sale of a three-community independent living, assisted living and memory care portfolio in New England.

The seller “had acquired the portfolio in 2019, subsequently installing a new operator and materially renovating all three communities over their hold period,” according to a press release.

The portfolio was acquired by a partnership between a publicly traded real estate investment trust and Senior Living Residences, the release states.

SLIB closes on Nevada community

Senior Living Investment Brokerage facilitated the sale of a senior housing community in Fallon, Nevada.

The community was built between 1972 and 1980, and has received multiple capital improvements since then, according to a press release.

The community was sold by a regional owner-operator seeking the final divestiture from its senior living portfolio. The buyer is a national owner-operator with a strategic focus on tertiary markets, the release states.

Management

Jaybird welcomes managed community

Jaybird Senior Living announced it welcomed The Parc at Harbor View into its managed community portfolio.

“The Parc at Harbor View has all the ingredients for something truly special,” Justin Wray, president at Jaybird Senior Living, said in a press release.

The addition is part of Jaybird’s strategy to grow in regions it can “provide seniors with the best experience,” according to the release.

Financings

CFG finances $429M in Q1

CFG announced it closed a total of $428.9 million in the first quarter of 2026.

The transactions included skilled nursing, assisted living, independent living, memory care, behavioral health, multifamily and commercial lending to Mid-Atlantic properties on behalf of nationally recognized borrowers, a press release states.

“After a milestone year in 2025, our Q1 2026 volume highlights our continued momentum—structuring creative financing solutions across markets, asset types and deal structures of varying size and complexity,” CFG Bank President Erik Howard said in the release.

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