JLL Capital Markets arranged the financing for Integrated Senior Foundation's acquisition of three senior living communities in Oregon and Montana
News release
15 August 2025
$79.32 in tax-exempt financing secured for senior living portfolio acquisition
PORTLAND, Aug. 15, 2025 – JLL Securities and JLL Capital Markets announced today that they have arranged approximately $79.32 million in tax-exempt floating rate bank financing for Integrated Senior Foundation's acquisition of three senior living communities in Oregon and Montana.
JLL worked on behalf of the borrower, Integrated Senior Foundation, a non-profit provider, to secure a low spread, floating-rate,bridge loan, financing the acquisition at 103% LTC.
The portfolio consists of Magnolia Gardens in Cottage Grove, Oregon; Wiley Creek in Sweet Home, Oregon; and The Lodge in Great Falls, Montana. The properties collectively feature 287 units, including 23 independent living units, 190 assisted living units and 74 memory care units.
The properties benefit from strategic locations with access to medical facilities and scenic surroundings. Magnolia Gardens in Cottage Grove spans 5.02 acres with 101 units offering a full care continuum. Wiley Creek in Sweet Home covers 6.87 acres with 108 units providing independent living, assisted living and memory care services. The Lodge in Great Falls features 78 assisted living units on a 5.06-acre campus.
The JLL Securities team was led by Greg Fawcett as placement agent. The JLL Capital Markets Seniors Housing team was led by Senior Director Alanna Ellis and Associates Alex Sheaffer and Erik Cassella.
“This was a transaction of foundational importance for our client, helping lay bedrock for their planned growth. The entire banking, legal, and client teams worked tirelessly, and we are so excited for what the future holds for the ISF organization,” said Ellis.
JLL Capital Markets is a full-service global provider of capital solutions for real estate investors and occupiers. The firm's in-depth local market and global investor knowledge delivers the best-in-class solutions for clients — whether investment sales and advisory, debt advisory, equity advisory or a recapitalization. The firm has more than 3,000 Capital Markets specialists worldwide with offices in nearly 50 countries.
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About JLL
For over 200 years, JLL (NYSE: JLL), a leading global commercial real estate and investment management company, has helped clients buy, build, occupy, manage and invest in a variety of commercial, industrial, hotel, residential and retail properties. A Fortune 500® company with annual revenue of $23.4 billion and operations in over 80 countries around the world, our more than 112,000 employees bring the power of a global platform combined with local expertise. Driven by our purpose to shape the future of real estate for a better world, we help our clients, people and communities SEE A BRIGHTER WAYSM. JLL is the brand name, and a registered trademark, of Jones Lang LaSalle Incorporated. For further information, visit jll.com.
About Integrated Senior Foundation
Integrated Senior Foundation is a non-profit 501(c)(3) owner and operator, based in Brea, CA. Integrated Senior Foundation is committed to creating accessible, high-quality senior living communities that prioritize both affordability and exceptional care. By partnering with research institutions, integrating advanced technology, and innovating in elder care, Integrated Senior Foundation delivers vibrant, supportive environments where seniors thrive. For more information, please visit: integratedsenior.org