Debt Financing Options for the Senior Housing & Care Industry
Course Overview
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.
Course Topics
- Topic 1: Eligibility and Program Parameters: Exploring the relevance of acuity mix and specific program guidelines for debt financing executions.
- Topic 2: Sponsor and Guarantor Analysis: Understanding the key considerations and criteria for sponsors and guarantors in debt financing transactions.
- Topic 3: Operator Analysis: Evaluating the importance of operators and their qualifications in debt financing executions.
- Topic 4: Market Analysis: Analyzing market and submarket dynamics and their impact on debt financing options for senior housing and care projects.
- Topic 5: Loan Sizing Techniques: Applying case studies to develop proficiency in determining optimal loan sizes for different financing executions.
- Topic 6: Emerging Trends: Discussing emerging trends in capital markets and their implications for senior housing and care financing strategies.
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
This course is part of the CSHIP LEVEL II – Intermediate Underwriting for Senior Housing & Care Properties program. This course is also available to be taken individually a la carte.