The Anatomy of a Senior Housing Transaction

Course Overview

Since transactions typically involve large sums of money and significant commitment, every transaction in our industry must follow a legal process and generate the necessary paperwork to protect both parties. This course, which is based on a real-world case study, will break down one transaction in detail, to provide you with an authentic acquisitions-focused experience.

What you will learn:

• Introduction to the acquisitions-focused module, which will outline the necessary steps to purchase a property
• Discussion of mortgage loans, touching on the various items involved in acquiring a loan, such as the LOI, required credit metrics, and the loan agreement
• Overview of the development process, including the scope of work, proformas, zoning, agreements and contracts, and construction financing
• Sale leasebacks, detailing the involved agreements
• Case study to provide our candidates with an authentic acquisitions-focused experience
• Emerging trends and innovation module

Instructors

Allen Lynch, Lead Instructor
Senior Counsel, Nixon Peabody

Aaron Yowell
Partner/Chief Innovation Officer, Nixon Peabody LLP

Amy Allen
Senior Vice President, AEW Capital Management

Chris Froeb
Partner/Practice Group Leader, Real Estate & Affordable Housing, Nixon Peabody LLP

Colette Dafoe
Partner, Nixon Peabody LLP

Lori Bowman
Partner, Nixon Peabody LLP

Ruben Ravago
Counsel, Nixon Peabody LLP