Meridian Capital Group
Meridian Capital Group

Senior Housing
& Healthcare

Meridian’s immense national transaction volume affords us an exceptional vantage point from which to view real estate capital markets.

(646) 813-9763

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WHO WE ARE

Meridian’s specialized senior housing and healthcare advisors and underwriters are a team of seasoned experts.

As the leading financial intermediary for senior housing and healthcare properties in the U.S., Meridian’s clients benefit from unparalleled access to lenders, exclusive pricing, and deep industry insights unique to our platform. Meridian also provides a complete suite of advisory services such as equity capital markets and investment sales across all sub-asset classes of healthcare properties.

$5+ Billion

Closed in 2023

46 Lenders

Partnered with Meridian in 2023

42 States

Transactions Completed in 2023

137 Transactions

Debt, Equity & Investment Sales Transactions in 2023

Ranked #1

Intermediary in 2022 for Senior Housing and Healthcare Financing

What We Do

 

Debt

Meridian’s clients benefit from unmatched access to lenders, exclusive pricing, and deep insights Meridian’s comprehensive platform delivers. A clear advantage is gained by maintaining close and constant communication with lending market participants and leveraging Meridian’s position as the leading finance intermediary for senior housing and healthcare properties in the U.S.

Clients know when they bring a debt assignment to Meridian it will be handled by senior housing and healthcare experts who bring a proven track record across a wide variety of financing types, including acquisition, construction, mezzanine, bridge, and permanent, as well as accounts receivables financing.

Equity

Meridian’s exceptional vantage point in the equity capital markets allows its team to work with clients to capitalize or recapitalize senior housing and healthcare assets. That includes identifying well-suited equity partners and tailoring the most efficient structure for each assignment.

Investment Sales

Meridian’s investment sales team delivers unrivaled access to the broadest pool of buyers for each transaction. That includes extensive relationships with leading developers, owners, and operators, as well as investment funds and vehicles.

Advisory Services

Meridian has earned a role as a trusted commercial real estate advisor to many of the largest and most active senior housing and healthcare real estate investors in the U.S. Meridian’s team brings a keen awareness of the impact current market trends have on the senior and healthcare real estate sector within the context of historical investment and demographic trends, which leads to the best deal execution, improved patient outcomes and healthier communities. Meridian’s deep experience, comprehensive skill set, and intimate industry knowledge allow the company to collaboratively provide value-add guidance to clients considering a wide range of strategic alternatives to maximize asset or portfolio value.

SENIOR HOUSING & HEALTHCARE LEADERSHIP

Avi Begun

Senior Vice President

Avi Begun

Senior Vice President

Mr. Begun joined Meridian in 2020 and currently serves as a Senior Vice President in the company’s New York City headquarters. He is responsible for the origination, underwriting, and placement of loans across a broad array of property types in the senior housing and healthcare sector, including independent living, assisted living, memory care, and skilled nursing facilities across the country.

Over the course of his career, Mr. Begun has closed over $2 billion in transaction volume and has fostered deep and long lasting relationships with both clients and lenders.

Prior to joining Meridian, Mr. Begun served as a senior originator at a boutique finance company where he was also responsible for the origination and placement of loans that fall under the healthcare umbrella. He began his career in real estate in 2010 at a real estate management company and previously studied at Touro College.

Sim Goldberg

Vice President

Sim Goldberg

Vice President

Mr. Goldberg joined Meridian in 2019 and currently serves as a broker in the company’s New York City headquarters. He is responsible for the origination, underwriting, and placement of loans pertaining to senior housing and healthcare properties and is a specialist in this unique and operationally intensive property type.

Prior to joining Meridian, Mr. Goldberg was an account manager at Edison Home Healthcare, where he helped grow the company’s footprint in the greater New York market. Prior to joining Edison Home Healthcare, Mr. Goldberg spent two years working with International Equity Partners, where he supported the acquisition and management team for the company’s multifamily portfolio in the California area.

Mr. Goldberg holds a bachelor’s degree and studied business management at Touro College.

Dylan O’Connor

Associate

Dylan O’Connor

Associate

Mr. O’Connor joined Meridian in 2022 and currently serves as an Associate in the company’s New York City headquarters. He is responsible for underwriting and assisting in the placement of loans in the senior housing and healthcare sector, including independent living, assisted living, and skilled nursing facilities across the country.

Prior to joining Meridian, Mr. O’Connor was a Multifamily Acquisitions Associate at NOVO Properties in Washington, DC.

Mr. O’Connor holds a Bachelor of Science and Business Administration in Finance from Bucknell University and he is currently pursuing a Master of Professional Studies in Real Estate at Georgetown University.

Cami Osborne

Associate

Cami Osborne

Associate

Ms. Osborne joined Meridian in 2024 and currently serves as an Associate in the company’s New York City headquarters. She is responsible for underwriting and assisting in the placement of loans in the senior housing and healthcare sector, including independent living, assisted living, and skilled nursing facilities across the country.

Prior to joining Meridian, Ms. Osborne was a Private Equity Analyst at Winter. Prior to joining Winter, Ms. Osborne spent 1.5 years at PCCP as an Acquisitions and Originations Analyst in the New York City office.

Ms. Osborne holds a Bachelor of Science in Management and Marketing from Georgetown University.

Sophia Neis

Analyst

Sophia Neis

Analyst

Ms. Neis joined Meridian in 2023 and currently serves as an analyst in the company’s New York City office. She is responsible for the origination and placement of loans for healthcare property types across America.

Ms. Neis holds a Bachelor of Science in Hospitality Administration with a minor in Real Estate from Cornell University’s School of Hotel Administration.

Ryan Windus

Analyst

Ryan Windus

Analyst

Mr. Windus joined Meridian in 2024 and currently serves as an Analyst on the Senior Housing and Healthcare team in the company’s New York office. He is responsible for underwriting and assisting in the placement of loans across a broad array of healthcare facilities, including independent living, assisted living, and skilled nursing facilities throughout the United States.

Prior to joining Meridian, Mr. Windus was an Analyst at Align Capital Solutions, where he managed debt and equity capital markets and sourced $160 million in financing for ground-up development projects nationwide.

Mr. Windus holds a Bachelor of Science Management in Legal Studies from Tulane University’s A.B. Freeman School of Business and Minor in Real Estate from Tulane University’s School of Architecture.

Jordyn Katz

Executive Assistant

Jordyn Katz

Executive Assistant

Ms. Katz joined Meridian in 2024 and currently serves as an Executive Assistant to Ari Adlerstein and Josh Simpson in the company’s New York headquarters.

Prior to joining Meridian, Ms. Katz was a Sales Assistant and Marketing Manager at GuardHill Finanical LLC.

Ms. Katz holds a Bachelor of Science in Marketing and Management from Tulane University.

SELECT CLOSED TRANSACTIONS

Acquisition
$285,000,000
Senior Housing and Healthcare
MD and PA
Skilled Nursing Portfolio
Acquisition
$90,500,000
Senior Housing and Healthcare
SC, TN, and KY
Independent Living, Assisted Living, and Memory Care Facilities
Refinance
$60,000,000
Senior Housing and Healthcare
Secaucus, NJ
204-Bed Hospital

SENIOR HOUSING & HEALTHCARE IN THE NEWS

UPCOMING EVENTS

NIC Spring Conference 2024

March 5-7, 2024

Omni Dallas | Dallas, TX

Meet with Meridian’s Senior Housing and Healthcare Team in Dallas at the 2024 Spring NIC Conference.

Register for Meridian’s NIC Spring Reception