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Locust Point Capital

Latest News & Events
6.7.2022
Don Kelly will be attending the ASHA conference in Broomfield, CO.
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6.1.2022
Real Estate Capital USA named Locust Point a leading real estate private equity manager and ranked Locust Point in the top 40 funds in the U.S based on a survey covering the time between January 1, 2017 and December 31, 2021. No cash or non-cash compensation was given or received relating to Locust Point’s participation in the ranking. An excerpt of the relevant pages of the June/July issue can be found at the link below:
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5.3.2022
Eric Smith participated in the PERE 2022 Debt Roundtable discussion a summary of which can be found at the link below:
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4.27.2022
Eric Smith and Dan Contardi attended the 6th Annual East Institutional Real Estate Investor Forum in New York, NY with Eric Smith leading a roundtable discussion on investments in the seniors housing industry.
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4.11.2022
Helen Quick was invited to speak at the inaugural Managed Funds Association ESG Conference on the topic of Raising the Bar in DEI and Social Impact. Ms. Quick also serves on the MFA ESG Advisory Council.
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3.29.2022
Eric Smith and Dan Contardi were featured speakers at the LPGP 8th Annual Private Debt Conference in London, UK.
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3.23.2022
Locust Point Capital attended the Spring Conference of the National Investment Center for Seniors Housing & Care (NIC) in Houston, TX. NIC ‘s mission is to support access and choice for America’s seniors by providing data, analytics, and connections that bring together investors and providers.
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2.22.2022
Eric Smith and Dan Contardi attended the New Jersey Institutional Summit in Princeton, NJ.
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2.6.2022
Don Kelly and Dan Contardi led a team from Locust Point to sponsor and attend the eCap2022 conference held in Miami, FL.
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1.23.2022
Eric Smith, Dan Contardi and Don Kelly attended the ASHA conference in Phoenix, AZ. ASHA is a leading association in the seniors housing and care industry and a source for research, conferences and advocacy including educating policymakers about the industry.
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11.11.2021
Locust Point Capital attended the Phoenix Senior Living Golf Tournament in Suwanee, GA. Locust Point Capital was a proud sponsor of this event. Phoenix Rising Fund is an employee disaster and personal hardship relief fund established and managed by and for the benefit of employees of Phoenix Senior Living LLC & Phoenix Development Group Partners LLC.
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11.9.2021
Eric Smith and Dan Contardi proudly sponsored and spoke at the Real Estate Panel at the Private Equity Summit in Houston, TX.
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11.1.2021
Locust Point Capital attended the Fall Conference of the National Investment Center for Seniors Housing & Care (NIC) in Houston, TX. NIC ‘s mission is to support access and choice for America’s seniors by providing data, analytics, and connections that bring together investors and providers.
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10.27.2021
Locust Point Capital sponsored and attended the LPGP Connect 6th Annual Private Debt Event in Chicago, IL where , Eric Smith was a featured speaker. This event brought together LPs and GPs from the global private credit market to discuss and exchange ideas relating to latest developments and market trends in private credit.
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10.26.2021
Locust Point Capital attended the Pension Real Estate Association (PREA) 2021 Annual Institutional Investor Conference in Chicago, IL. PREA which was an event that provided high quality educational sessions and speakers as well as opportunities for meaningful interaction and dialogue between investors and Locust Point Capital.
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10.12.2021
Helen Quick attended the virtual event of the Small + Emerging Managers Conference (SEM) where she gathered thought leadership and assisted with the efforts gain visibility for Locust Point Capital.
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9.16.2021
Locust Point Capital held its Annual Limited Partners Meeting in Long Branch, NJ
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7.26.2021
Eric Smith, Dan Contardi and Don Kelly attended the American Senior Housing Association (ASHA) Mid-year Meeting in Lake Tahoe, NV. ASHA is a leading association in the seniors housing and care industry and a source for research, conferences and advocacy including educating policymakers about the industry.
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5.23.2021
Dan Contardi and Don Kelly attended the 2021 Executive Capital Summit Retreat in Miami, FL
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5.5.2021
Locust Point Capital announces the closing of $428 Million Senior Housing and Care Debt Fund II
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4.14.2021
Helen Quick, Managing Director & Founding Partner, spoke at the Association of Asian American Investment Managers (AAIM) 2021 virtual event on a panel focused on “Women In Leadership” in the investment and asset management industry.
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3.26.2021
Eric Smith, CEO and Managing Partner, spoke at the National Association of Securities Professionals (NASP) Southern California Chapter “Day of Education in Private Equity” 2021 virtual event on the Private Credit Panel
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3.26.2021
Helen Quick attended the 2021 Pension Real Estate Association (PREA) Virtual Spring Conference
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10.7.2020
Locust Point Capital attended the virtual Fall NIC
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9.16.2020
Locust Point Capital held its virtual Annual Limited Partners Meeting
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3.4.2020
Locust Point Capital sponsored the Spring NIC in San Diego, CA
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2.13.2020
Locust Point Capital attended the Global Fund Finance Symposium in Miami, FL
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1.23.2020
Locust Point Capital attended the ASHA 2020 Annual Meeting in Palm Desert, CA
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11.21.2019
Eric Smith spoke at the 8th Annual Gleneagles Group One Day Family Conference in Atlanta, GA
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11.21.2019
Locust Point Capital attended the Interface Senior Housing Northeast conference in Philadelphia, PA
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11.12.2019
Locust Point Capital attended GCM Grosvenor Small + emerging Managers Conference in Chicago, IL
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11.6.2019
Locust Point Capital sponsored the WAVE Women in Alternatives Career Forum in New York, NY
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10.23.2019
Eric Smith spoke at the LPGP Connect Annual CFO/COO Conference in Chicago, IL
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9.11.2019
Locust Point Capital sponsored the Fall NIC conference in Chicago, IL
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6.23.2019
Helen Quick attended the Kayo Real Estate Conference in Chicago, IL
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6.12.2019
Locust Point Capital attended the GCM Grosvenor Consortium Diversity + Women Managers Conference in New York, NY
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6.11.2019
Dan Contardi attended the Midwest Interface Senior Housing Conference in Chicago, IL
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4.22.2019
Locust Point Capital was quoted in the article "Mezzanine Financing is filling the Gap" on SeniorsHousingBusiness.com
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3.13.2019
Locust Point Capital held its Annual Limited Partners Meeting in Red Bank, NJ
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2.27.2019
Helen Quick was invited to speak at the American Health Lawyers Association Long Term Care Conference in Phoenix, AZ
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2.20.2019
Locust Point Capital sponsored the Spring NIC conference in San Diego, CA
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1.17.2019
Helen Quick was invited to speak at ABI’s conference on Disruption, Consolidation and Innovation in the Health Care Industry in Washington, D.C.
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11.8.2018
Dan Contardi was invited to speak at the 7th Annual Gleneagles Group Family Conference in Atlanta, GA
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10.17.2018
Locust Point Capital sponsored the Fall NIC conference in Chicago, IL
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10.3.2018
Eric Smith attended PREA’s 28th Annual Institutional Investor Conference in Boston, MA
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10.1.2018
Helen Quick attended the Kayo Women’s Private Markets Conference in Chicago, IL
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9.12.2018
Locust Point Capital Closes $312 Million Senior Housing and Care Debt Fund
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8.29.2018
Eric Smith and Dan Contardi attended the Southwest Interface Senior Housing Conference in Atlanta, GA
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5.5.2018
Eric Smith and Helen Quick attended the GP/LP Private Debt Conference in New York, NY
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4.23.2018
Helen Quick attended the Kayo Real Estate Conference in Washington, D.C.
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3.15.2018
Eric Smith attended the Spring PREA conference in Dallas, TX
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3.7.2018
Locust Point Capital sponsored the Spring NIC conference in Dallas, TX
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1.26.2018
Helen Quick was invited to speak at the Gleneagles, The Tables Women in Conversation Forum in Bluffton, SC.
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12.5.2017
Eric Smith was invited to speak at the Preqin Private Credit Workshop Conference in New York, NY
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11.9.2017
Eric Smith was invited to speak at the 6th Annual Gleneagles Group Family Conference in Atlanta, GA
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10.17.2017
Eric Smith attended PREA’s 27th Annual Institutional Investor Conference in Chicago, IL
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10.11.2017
Helen Quick attended the NAIC Annual Private Equity and Hedge Fund Conference in Washington, D.C.
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10.10.2017
Locust Point Capital issued a whitepaper - Risk and Reward: The Powerful Duo of Mezzanine Debt and Seniors Housing
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10.2.2017
Helen Quick was invited to speak at the Kayo Women’s Private Equity Conference in Washington, D.C.
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9.27.2017
Locust Point Capital sponsored the Fall NIC conference in Chicago, IL
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6.17.2017
Eric Smith attended the Emerging Manager Investor Summit in New York, NY
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5.22.2017
Helen Quick attended the Investment Institute conference in Raleigh, NC
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5.16.2017
Eric Smith and Helen Quick attended the LPGP Connect Conference, New York, NY.
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4.24.2017
Helen Quick was invited to speak at the Kayo Real Estate Conference in Brooklyn, NY
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4.4.2017
Helen Quick attended the Global Real Estate Forum and participated in the Seniors Housing Roundtable in New York, NY.
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3.22.2017
Locust Point Capital sponsored the Spring NIC conference in San Diego, CA
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Recent Transactions
$3,700,000
January 2021
Type:  
Subordinated Debt
Asset:  
Assisted Living & Memory Care Facility
Location: 
NM
Transaction: 
New Construction
$4,500,000
January 2021
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Facility
Location: 
RI
Transaction: 
Acquisition
$13,750,000
December 2020
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Portfolio
Location: 
NH, VT
Transaction: 
Refinance
$3,960,000
December 2020
Type:  
Subordinated Debt
Asset:  
Independent Living Facility
Location: 
GA
Transaction: 
New Construction
$8,905,000
November 2020
Type:  
Mezzanine Debt
Asset:  
Independent Living, Assisted Living & Memory Care Facility
Location: 
SC
Transaction: 
New Construction
$9,600,000
October 2020
Type:  
B-Tranche
Asset:  
Independent Living & Assisted Living Portfolio
Location: 
MT, WA
Transaction: 
Acquisition
$2,810,000
October 2020
Type:  
Preferred Equity
Asset:  
Memory Care Facility
Location: 
WA
Transaction: 
New Construction
$10,000,000
October 2020
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Portfolio
Location: 
OH
Transaction: 
Refinance
$3,838,585
August 2020
Type:  
Mezzanine Debt
Asset:  
Independent Living, Assisted Living & Memory Care Facility
Location: 
IA
Transaction: 
New Construction
$3,940,000
August 2020
Type:  
Senior Mortgage
Asset:  
Memory Care Facility
Location: 
OR
Transaction: 
Acquisition
$26,750,000
July 2020
Type:  
Preferred Equity
Asset:  
Independent Living, Assisted Living, & Memory Care Portfolio
Location: 
CA, WA
Transaction: 
Acquisition
$1,000,000
July 2020
Type:  
Preferred Equity
Asset:  
Independent Living, Assisted Living, Memory Care & Skilled Nursing Facility
Location: 
MS
Transaction: 
Refinance
$17,000,000
June 2020
Type:  
Senior Mortgage
Asset:  
Assisted Living & Memory Care Facility
Location: 
FL
Transaction: 
Refinance
$10,541,724
June 2020
Type:  
Mezzanine Debt
Asset:  
Independent Living, Assisted Living, & Memory Care Portfolio
Location: 
FL, GA, SC, TN
Transaction: 
Refinance
$3,291,250
May 2020
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Portfolio
Location: 
MI
Transaction: 
Acquisition
$9,167,085
April 2020
Type:  
Mezzanine Debt
Asset:  
Assisted Living & Memory Care Portfolio
Location: 
SC, VA
Transaction: 
Refinance
$6,050,000
April 2020
Type:  
Mezzanine Debt
Asset:  
Independent Living, Assisted Living, & Memory Care Portfolio
Location: 
NC
Transaction: 
Acquisition
$6,925,000
March 2020
Type:  
Senior Mortgage
Asset:  
Assisted Living & Memory Care Facility
Location: 
AL
Transaction: 
Acquisition
$10,428,235
February 2020
Type:  
Senior Mortgage
Asset:  
Independent Living & Assisted Living Facility
Location: 
NC
Transaction: 
New Construction
$8,813,139
February 2020
Type:  
Subordinated Debt
Asset:  
Skilled Nursing Portfolio
Location: 
FL
Transaction: 
Acquisition
$3,047,000
February 2020
Type:  
Subordinated Debt
Asset:  
Memory Care Facility
Location: 
OR
Transaction: 
Acquisition
$5,075,000
December 2019
Type:  
Preferred Equity
Asset:  
Assisted Living & Memory Care Facility
Location: 
CT
Transaction: 
Acquisition
$6,300,000
December 2019
Type:  
Mezzanine Debt
Asset:  
Skilled Nursing Portfolio
Location: 
FL
Transaction: 
Refinance
$5,250,000
December 2019
Type:  
Mezzanine Debt
Asset:  
Independent Living Facility
Location: 
GA
Transaction: 
New Construction
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