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Latest News & Events
7.16.2024
Charles McGruther and Harry Ricker attended the Zimmet Seminar that provides education and networking opportunities for skilled nursing leaders and professionals. The seminar was held at Mohegan Sun, in Uncasville, CT
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6.25.2024
Don Kelly participated in the Ziegler Webinar Panel. Don’s topic of discussion was “Skilled Nursing M&A discussing Equity and Debt Capital availability”.
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6.24.2024
Zach Britton participated at the Vision Centre Symposium at Indiana University in Indianapolis. Zach’s topic of discussion was “Partnership with other Leadership Disciplines”.
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5.29.2024
Dan Contardi led a critical discussion on "What Role Does Private Credit Play in My Portfolio?" at the Sahar Global Summits - 3rd Annual Private Credit Summit in Rye, New York. Locust Point was one of the key sponsors. As a key sponsor, Locust Point supported this conference, which attracted thought leaders in private credit from the US, Europe, and Asia.
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5.21.2024
At the Spring Investment Academy Forum in Asheville, North Carolina, Eric Smith contributed to the panel discussion on "Credit: Liquid & Illiquid Ways to Play the Emerging Opportunity Sets." Proudly sponsored by Locust Point, this panel highlighted innovative approaches to credit investment.
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5.16.2024
Don Kelly was a guest speaker on The Senior Care Investor Panel Webinar “The Current Lending Environment for Senior Care Properties”
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5.16.2024
Eric Smith provided valuable insights at the Titan Investors Zurich Institutional Investments Roundtable, proudly sponsored by Locust Point. This event gathered leading Swiss institutional investors to explore a broad spectrum of investment opportunities across public and private sectors.
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5.9.2024
John Weber represented Locust Point at the inaugural CONNECT event, hosted by GCM Grosvenor's Real Estate Team in New York, New York, engaging with top industry leaders.
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5.7.2024
At the Markets Group Real Estate South Forum in Austin, Texas, Eric Smith contributed his insights on the "Doubling Down on Debt" panel. With Locust Point as a key sponsor, this engagement highlights our dedication to leading and shaping critical industry conversations.
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5.2.2024
Eric Smith delivered the keynote address at the New York LP Summit on "The Future of Senior Housing," where he highlighted significant growth opportunities in the seniors housing sector over the coming decade. This conference was sponsored by Locust Point Capital.
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3.21.2024
Eric Smith participated on the Credit Panel at the 14th Annual National Association of Securities Professionals (NASP) Day of Private Equity Education Conference held in Marina del Ray, California
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3.13.2024
Locust Point Capital sponsored, and Dan Contardi participated at the Titan Investors Boston, Massachusetts Institutional Investments Roundtable.
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3.5.2024
Eric Smith participated in the Academy for Institutional Investors Allocator Huddle Conversations held in Richmond, Virginia
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3.4.2024
Dan Contardi, Don Kelly, Molly Saybolt, Zak Scimeca, Adib Sarkis, and Robert Woodworth attended the NIC Spring Conference in Dallas, Texas where Locust Point Capital was a featured sponsor. As a leading seniors housing and care industry organization, 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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2.26.2024
Eric Smith and Dan Contardi attended the 13th Annual Global Fund Finance Symposium in Miami Beach, Florida
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2.12.2024
Locust Point Capital is a Gold Sponsor of the eCap2024 Summit in Aventura, Florida. Don Kelly, Robert Woodworth, and Charlie McGruther attended
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2.6.2024
Locust Point Capital held its Annual General Meeting 2024 in Bal Harbour, Florida
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1.22.2024
In attendance at the ASHA Annual Meeting 2024, were Eric Smith, Dan Contardi, Don Kelly, AJ Sarkis, Robert Woodworth, and Zak Scimeca held in Aventura, Florida
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1.10.2024
Eric Smith and Dan Contardi attended and Locust Point Capital sponsored the Titan Investors Austin, Texas Institutional Roundtable.
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12.22.2023
Eric Smith featured in Real Estate Capital USA with keynote interview
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12.12.2023
Eric Smith is featured in Preqin 2024 Global Reports Real Estate and Private Debt
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12.5.2023
Eric Smith and Dan Contardi attended and Locust Point Capital sponsored the 7th Annual Real Estate Conference in New York, New York.
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11.16.2023
Dan Contardi attended the Annual Diverse & Emerging Managers Investment Conference in New York, New York
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11.14.2023
Eric Smith featured in PREQIN Real Estate
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11.14.2023
Eric Smith featured in PREQIN Private Debt
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10.30.2023
Eric Smith featured in PERE 2023
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10.25.2023
Eric Smith participated in, and Locust Point Capital sponsored the Fall Investment Academy Forum in Chapel Hill, North Carolina
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10.23.2023
Dan Contardi, Don Kelly, Molly Saybolt, Zachary Scimeca, Bobby Woodworth, and AJ Sarkis attended and Locust Point Capital sponsored the NIC Conference in Chicago, Illinois
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8.29.2023
Eric Smith participated in, and Locust Point Capital sponsored the PERE Roundtable in New York, New York.
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6.21.2023
Locust Point Capital sponsored, and Eric Smith attended the Private Debt West Coast Conference in San Francisco, California.
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6.19.2023
AJ Sarkis and Zachary Scimeca attended ASHA in Park City, Utah
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6.15.2023
Eric Smith participated in, and Locust Point Capital sponsored the Portfolio Summit California LP Conference in Santa Barbara, California
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6.14.2023
Dan Contardi participated in, and Locust Point Capital sponsored the 7th Annual Real Estate Conference in Toronto, Canada
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5.23.2023
Dan Contardi attended the GCM Grosvenor Consortium and SEM Conference in New York, New York
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5.23.2023
Eric Smith participated in, and Locust Point Capital sponsored the 9th Annual Private Debt Conference in New York, New York
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5.16.2023
Eric Smith attended the IPE Real Estate Global Conference & Awards 2023 in Milan, Italy
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4.25.2023
Don Kelly was a featured speaker at the Midwest Seniors Housing Forum, hosted by Senior Living Investment Brokerage at The Hall at Olive + Oak, St. Louis, MO.
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2.5.2023
Robert Woodworth, Charlie McGruther, and AJ Sarkis attended eCap2023 in Miami, Florida.
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1.23.2023
Eric Smith, Dan Contardi, Don Kelly, and David Young attended the ASHA Annual Meeting in Scottsdale, Arizona
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10.28.2022
Locust Point was proud to sponsor the Women in Venture and Equity 6th Annual Women in Alternative Investments Career Forum in New York where Jesse Hernandez and Danielle Curcio represented.
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9.23.2022
Locust Point Capital, Inc. was named a “Great Place to Work" based on an anonymous survey completed by 90% of the then current Locust Point employees. The survey was part of a standard, research-backed employee engagement survey conducted by Great Place to Work to which Locust Point paid a fee of $2500.
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9.14.2022
Dan Contardi, Don Kelly, David Young, Molly Saybolt, Adib Sarkis and Robert Woodworth attended the NIC Fall Conference where Locust Point Capital was a featured sponsor. As a leading seniors housing and care industry organization, 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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9.13.2022
Eric Smith and Matthew Flanagan attended the 6th Annual Midwest Institutional Real Estate Investor Forum Investor Meeting in Chicago.
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8.10.2022
Charles McGruther and Robert Woodworth attended the Zimmet Seminar in Uncasville, CT
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7.28.2022
Dan Contardi was a featured speaker at the LPGP 8th Annual Private Debt conference in New York, NY.
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7.12.2022
Eric Smith was a speaker at the OCID East Conference in New York, NY.
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6.13.2022
Helen Quick attended the Kayo Women’s Private Equity and ESG Summit in Boston, MA.
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6.7.2022
Adib Sarkis, Robert Woodworth and Matt Flanagan attended the ASHA conference in Broomfield, CO.
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6.6.2022
Eric Smith and Dan Contardi attended the Private Wealth Management Summit in Boston, MA.
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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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Recent Locust Point Financing Transactions
$24,300,000
April 2023
Type:  
Senior Mortgage
Asset:  
Independent Living, Assisted Living, & Memory Care Portfolio
Location: 
PA, TN, VA
Purpose: 
Refinance
$22,000,000
March 2023
Type:  
Senior Mortgage
Asset:  
Independent Living, Assisted Living, & Memory Care Facility
Location: 
FL
Purpose: 
Refinance
$20,000,000
February 2023
Type:  
Senior Mortgage
Asset:  
Skilled Nursing Facility
Location: 
MD
Purpose: 
Acquisition
$9,900,000
February 2023
Type:  
Mezzanine Debt
Asset:  
Independent Living, Assisted Living, & Memory Care Portfolio
Location: 
NC
Purpose: 
Refinance
$12,875,000
January 2023
Type:  
B-Tranche
Asset:  
Skilled Nursing Portfolio
Location: 
MN
Purpose: 
Acquisition
$7,150,000
December 2022
Type:  
Subordinated Debt
Asset:  
Assisted Living & Memory Care Portfolio
Location: 
NC
Purpose: 
Refinance
$14,850,000
December 2022
Type:  
Senior Mortgage
Asset:  
Assisted Living & Memory Care Portfolio
Location: 
NC
Purpose: 
Refinance
$24,350,000
December 2022
Type:  
Senior Mortgage
Asset:  
Independent Living & Assisted Living Portfolio
Location: 
FL, SC
Purpose: 
Acquisition
$10,000,000
December 2022
Type:  
Subordinated Debt
Asset:  
Memory Care Portfolio
Location: 
AZ
Purpose: 
Acquisition
$20,000,000
December 2022
Type:  
Senior Mortgage
Asset:  
Memory Care Portfolio
Location: 
AZ
Purpose: 
Acquisition
$5,000,000
November 2022
Type:  
Mezzanine Debt
Asset:  
Memory Care & Skilled Nursing Facility
Location: 
AZ
Purpose: 
Refinance
$6,455,000
September 2022
Type:  
B-Tranche
Asset:  
Independent Living, Assisted Living & Memory Care Facility
Location: 
TX
Purpose: 
Refinance
$3,800,000
September 2022
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Facility
Location: 
SC
Purpose: 
Refinance
$10,560,000
September 2022
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Facility
Location: 
NY
Purpose: 
Acquisition
$14,300,000
August 2022
Type:  
B-Tranche
Asset:  
Skilled Nursing Facility
Location: 
NV
Purpose: 
Acquisition
$4,610,000
August 2022
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Facility
Location: 
OH
Purpose: 
Acquisition
$2,725,000
August 2022
Type:  
B-Tranche
Asset:  
Assisted Living & Memory Care Facility
Location: 
MI
Purpose: 
Acquisition
$2,600,000
July 2022
Type:  
Preferred Equity
Asset:  
Assisted Living & Memory Care Facility
Location: 
WA
Purpose: 
Acquisition
$8,600,000
June 2022
Type:  
Mezzanine Debt
Asset:  
Assisted Living & Skilled Nursing Portfolio
Location: 
MI
Purpose: 
Acquisition
$1,105,263
June 2022
Type:  
Subordinated Debt
Asset:  
Independent Living, Assisted Living & Memory Care Facility
Location: 
CT
Purpose: 
Acquisition
$3,000,000
June 2022
Type:  
Preferred Equity
Asset:  
Memory Care Facility
Location: 
AZ
Purpose: 
New Construction
$18,350,000
June 2022
Type:  
Senior Mortgage
Asset:  
Independent Living, Assisted Living & Memory Care Facility
Location: 
FL
Purpose: 
New Construction
$9,394,737
June 2022
Type:  
Senior Mortgage
Asset:  
Independent Living, Assisted Living & Memory Care Facility
Location: 
CT
Purpose: 
Acquisition
$1,400,000
June 2022
Type:  
Mezzanine Debt
Asset:  
Assisted Living & Memory Care Facility
Location: 
GA
Purpose: 
Refinance
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