Projects

Assisted Living Asset Management:
Asset Manager for Bay North Capital (formerly Charlesbank Capital Partners) on five assisted living facilities which Bay North acquired in a joint venture with Newton Senior Living. The portfolio consists of four facilities located in the Mid Atlantic and one in western Massachusetts. LDS provides monthly financial reviews, quarterly meetings with the owner and manager, yearly site and operations inspections, and yearly annual plan review.

Acquisitions
Provided analysis to Greenfield Partners of Norwalk Connecticut in the investment in a nine unit assisted living and independent living portfolio for facilities located in Connecticut, Rhode Island and Massachusetts to be acquired for $160,000,000 by Benchmark Assisted Living. The analysis involved reviewing market research, property reports and financial projections.

Provided analysis to Bay North Capital (formerly Charlesbank Capital Partners) in the investment in a 120 unit assisted living and independent living facility in Chicago, Illinois. The analysis involved reviewing market research, property reports and financial projections.