Debt Financing Options for the Senior Housing & Care Industry

Throughout this course, candidates will delve into the intricacies of debt financing options for the senior housing and care industry. Led by Matt Ruark, Senior Vice President, Head of Commercial and Healthcare Mortgage Production at KeyBank, candidates will explore eight different executions available for sponsors in the senior housing and care sector. Through a combination of online videos, modules, and interactive activities, candidates will gain a comprehensive understanding of program parameters, sponsor and guarantor analysis, operator considerations, market analysis, loan sizing techniques, and emerging trends shaping the future of senior housing and care financing.

Learning Objectives:

• Understand the eligibility criteria and program parameters for various debt financing executions in the senior housing and care industry.
• Develop skills in conducting sponsor and guarantor analysis, evaluating operator suitability, and assessing market dynamics for debt financing decisions.
• Apply knowledge of loan sizing methodologies and emerging trends in capital markets to optimize financing strategies for senior housing and care projects.

Instructors:

• Matthew T. Ruark, Lead Instructor
  Senior Vice President, Head of Commercial and Healthcare Mortgage Production, KeyBank Real Estate Capital
• Morgin Morris
  Senior Vice President, KeyBank Real Estate Capital
• Andrew Paulsen
  Mortgage Banker, Seniors Housing & Healthcare, KeyBank Real Estate Capital
• Katie Allinder
  Vice President, KeyBank Real Estate Capital
• Michael Keach
  Managing Director, Commercial Real Estate, JP Morgan Chase
• Kyle Hemminger
  Director, Cain Brothers