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Locust Point Capital

Locust Point Capital Announces Final Close of $668 Million for Third Seniors Housing Credit Fund and Promotion of Co-Founder Dan Contardi to President

Locust Point Capital has been ranked among the top 50 private credit real estate managers in the U.S. by PERE, placing us on a list that includes some of the most prominent firms in the industry. The PERE Credit 50 ranks managers by the amount of capital raised from external investors for real estate private credit strategies, and PERE’s current rankings focus on cumulative capital raising over the five-year period ending in 2024. This recognition reflects our strong momentum and positions us among the leading names in U.S. commercial real estate credit - out of an estimated 300+ active managers nationwide.

Rebecca Rowell participated in the Kayo Conference Series Women’s Real Estate Summit in Chicago. This conference brings together visionary leaders that redefine the future of real estate. This dynamic event unites top female professionals advancing in real estate private equity, development, lending, and asset management, and provides an opportunity to engage with industry pioneers through expert-led panels, interactive workshops and strategic networking designed to amplify your influence and leadership.

Eric Smith and Dan Contardi sponsored commentary appeared alongside IPE’s independent editorial coverage of Private Credit in the March/April issue of their magazine. IPE magazine is a trusted, high quality, independent editorial that provides an outstanding environment for our Private Credit expertise to be seen by those who matter at our target institutional clients.

Jordan Avallone and Danielle Curcio were invited as guests to the Phoenix Senior Living’s (PSL) EPIC Awards, a black-tie ceremony. The Phoenix EPIC Awards Gala is an annual event hosted by Phoenix Senior Living, a senior housing and care organization headquartered in Roswell, Georgia. This ceremony celebrates the exceptional service, enthusiasm, and dedication of Phoenix Senior Living associates across all its communities. The EPIC Awards highlight individuals who embody the company's core values and demonstrate a commitment to their philosophy: "when it comes to your loved one, everything matters." The 2024 EPIC Awards Gala honored numerous associates for their inspiring contributions. The Awards ceremony was held at The Roswell in Georgia.

Eric Smith and Daniel Contardi participated in the Titan Investors New York Institutional Exchange roundtable workshops. Titan Investors is a boutique consulting firm, connecting asset allocators and investment managers to share ideas, build relationships and drive business.

The "Day of Education in Private Equity" event organized by the NASP Southern California Chapter is a gathering for industry professionals and investors alike. With Eric Smith, CEO and Managing Partner of Locust Point Capital, on the Private Credit Panel, attendees had the opportunity to delve into crucial aspects of private credit investing. The discussion about the role, returns, and risks associated with private credit investing is particularly timely, given the asset class’s increasing prominence in diversifying investment portfolios. As traditional sources of financing have become more constrained, private credit has emerged as a vital alternative, creating opportunities for attractive yields while also necessitating a careful analysis of associated risks. The panel addressed various strategies within private credit, including direct lending, distressed debt, and mezzanine financing, while also highlighting the potential benefits in terms of returns relative to risk levels. The event was held in Monterey, California.

Locust Point Capital, an asset management firm specializing in direct lending to the lower middle market seniors housing and care industry, was a featured sponsor at the NIC Spring Conference held in San Diego, California. The National Investment Center for Seniors Housing & Care (NIC) is a nonprofit organization dedicated to supporting access and choice for America's seniors by providing data, analytics, and connections that bring together investors and providers. springconference.nic.org During the conference, members of the Locust Point Capital team engaged with new and existing owner-operator relationships, capital partners, and other market participants over multiple days.

Eric Smith and Dan Contardi recently participated in the Titan Investors Boston Institutional Exchange, an exclusive event that brings together asset allocators and investment managers to foster meaningful discussions on generating returns and mitigating risks for clients. As sponsors of the event, Eric and Dan led a workshop titled "Niche Real Estate Credit Opportunities with Equity-like Returns," focusing on the potential of senior housing investments. Their session provided valuable insights into how niche real estate credit strategies can offer returns comparable to equity investments while managing associated risks. The Boston Institutional Exchange, held on March 5, 2025, at The Tower in Boston, featured various panels and discussions, including topics like navigating between public and private markets. The conference served as a platform for industry leaders to share knowledge and explore innovative investment strategies.

Locust Point Capital is a Gold Sponsor of the eCap 2025 Summit in Miami, Florida, attended by Carlos Diaz and A.J. Sarkis. The eCap Summit is a unique opportunity to engage in direct discussions with financial institutions and thought leaders focused on the evolving healthcare market shift. The conference is focused on helping your business prosper and understanding the changes to the regulatory and investment horizons influencing the industry.

Eric Smith and Dan Contardi ‘s analysis on “Measuring the Seniors Housing Opportunity” was published in the Private Equity International – Private Debt Investor Journal (see attached to link here). One of their quotes in the article is: “Private lenders are well positioned to provide capital for seniors housing amid increasing demand for needs-based facilities and favorable macroeconomic tailwinds”.

American Seniors Housing Association (ASHA) Annual Meeting 2025 was held in Phoenix, Arizona. ASHA represents the interests of more than 500 companies involved in the finance, development, and operation of the full spectrum of housing and services for seniors. Representing Locust Point Capital at ASHA were Don Kelly, Zachary Britton, Robert Woodworth, and Zak Scimeca.

Eric Smith, Co-Founder and CEO of Locust Point Capital, Inc., shared his insights in the latest Preqin Global Real Estate Report. He discusses how demographic shifts, consistent demand, and supply constraints are driving the attractiveness of senior housing as an investment class, particularly for those seeking stable, long-term returns. Eric highlights a growing opportunity for private credit firms to provide tailored strategic capital to address the sector's unique needs, positioning them as key players in supporting its continued growth and evolution. Read the full report below:

Locust Point Capital sponsored the Toigo Foundation 2024 “Defining Moments Celebrating 35 Years” event on Wednesday, November 20 in Los Angeles, California. The Toigo Foundation redefines leadership within finance. Their work molds a new generation of leaders that nurture the inclusion of diverse experiences and viewpoints in business and leadership.

Eric Smith, Co-Founder and CEO of Locust Point Capital, participated as a featured panelist at The State Association of County Retirement Systems (SACRS) Annual Fall Conference 2024, held at the Hyatt Regency Monterey in California. On the Affordable Housing Panel, Mr. Smith addressed the critical and growing shortage of affordable senior housing across the United States. He emphasized that any comprehensive discussion on affordable housing must include the needs of the senior population, highlighting the significant gap in housing options for this demographic. Mr. Smith also explored how state and county pension plans can play a pivotal role in addressing this pressing issue by investing in the senior housing sector. By aligning investments with the demand for affordable senior housing, pension plans can support a vital societal need while achieving sustainable, risk-adjusted returns. This engaging panel discussion reinforced Locust Point Capital’s commitment to addressing the challenges of senior housing and showcased the firm's expertise in delivering tailored investment solutions for this critical sector.

Eric Smith, Co-Founder and CEO of Locust Point Capital, recently appeared on Ausbiz TV to share his perspectives on the upcoming U.S. elections and their potential economic implications, as well as key trends in the commercial real estate sector. Eric noted that a Republican sweep could lead to tax cuts, deregulation, and a stronger focus on domestic investment. However, he cautioned that these measures might also exacerbate inflationary pressures. In discussing the commercial real estate market, Eric highlighted a divergence in performance across sectors. While certain areas have faced devaluation, segments such as multifamily and senior housing continue to thrive. He attributed this strength in senior housing to demographic trends, including an aging population driving increased demand and rising occupancy rates across all segments. Eric also addressed a significant shift in commercial lending dynamics. As banks tighten their lending standards and Basel III regulations take effect, there is a growing reliance on non-bank lenders for commercial mortgages. He emphasized that this trend presents opportunities for alternative lenders, particularly in senior housing, which he views as a stable, long-term investment opportunity due to favorable demographic trends and limited new supply. For the full interview, click the link below.

Rebecca Rowell represented Locust Point Capital at the “Women in Finance Investment Management Program” at the University of Miami. As a member on the panel discussion, Rebecca provided insight on the Q&A discussion regarding an introduction to the investment management industry, current trends in the investment landscape, risk management, emerging technologies in finance, ethical considerations in investments, and career paths in the investment industry.

Dan Contardi participated in, and Locust Point Capital sponsored the Fall Investment Academy Forum, a gathering place for the best and brightest investment minds at The Umstead Hotel in Cary, North Carolina

John Weber represented Locust Point Capital at the Small, Emerging, and Diverse Managers (SEM) Consortium hosted by GCM Grosvenor held at New York Hilton Midtown. SEM Consortium is a premier gathering where the small, emerging, and diverse manager community unites for two days of education, insights, and meaningful networking.

Dan Contardi, Don Kelly, Molly Saybolt, Rebecca Rowell, Zach Britton, Zak Scimeca, Danielle Curcio and Zachary Johnson attended the Fall Conference of the National Investment Center for Seniors Housing & Care (NIC) in Washington, DC 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.

Locust Point Capital sponsored, and Dan Contardi participated in the panel discussion topic, “Changes in Real Estate Debt” at the Private Debt Investor Forum at the New York Hilton Hotel.

Eric Smith participated at the PERE US Debt Roundtable in New York and it appears in PERE’s September issue.

Locust Point Capital had the pleasure to be a sponsor of the 15th Annual Cross River Classic in Purchase, New York, which benefits Madraigos, a not-for -profit organization that offers a wide array of innovative services and programs geared towards helping teens and young adults overcome life’s everyday challenges one step at a time. In attendance, Charles McGruther and Shubham Shrivastava represented Locust Point Capital.

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

Eric Smith participated at the PERE US Debt Roundtable in New York and it will be published and include brief profiles of each participant. The session was moderated by Randy Plavajka, Deputy Editor PERE Credit.

Don Kelly participated in the Ziegler Webinar Panel. Don’s topic of discussion was “Skilled Nursing M&A discussing Equity and Debt Capital availability”.

Zach Britton participated at the Vision Centre Symposium at Indiana University in Indianapolis. Zach’s topic of discussion was “Partnership with other Leadership Disciplines”.

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.

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.

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.

Don Kelly was a guest speaker on The Senior Care Investor Panel Webinar “The Current Lending Environment for Senior Care Properties”

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.

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.

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.

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

Locust Point Capital sponsored, and Dan Contardi participated at the Titan Investors Boston, Massachusetts Institutional Investments Roundtable.

Eric Smith participated in the Academy for Institutional Investors Allocator Huddle Conversations held in Richmond, Virginia

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.

Eric Smith and Dan Contardi attended the 13th Annual Global Fund Finance Symposium in Miami Beach, Florida

Locust Point Capital is a Gold Sponsor of the eCap2024 Summit in Aventura, Florida. Don Kelly, Robert Woodworth, and Charlie McGruther attended

Locust Point Capital held its Annual General Meeting 2024 in Bal Harbour, Florida

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

Eric Smith and Dan Contardi attended and Locust Point Capital sponsored the Titan Investors Austin, Texas Institutional Roundtable.

Eric Smith featured in Real Estate Capital USA with keynote interview

Eric Smith is featured in Preqin 2024 Global Reports Real Estate and Private Debt

Eric Smith and Dan Contardi attended and Locust Point Capital sponsored the 7th Annual Real Estate Conference in New York, New York.

Dan Contardi attended the Annual Diverse & Emerging Managers Investment Conference in New York, New York

Eric Smith featured in PREQIN Private Debt

Eric Smith featured in PREQIN Real Estate

Eric Smith featured in PERE 2023

Eric Smith participated in, and Locust Point Capital sponsored the Fall Investment Academy Forum in Chapel Hill, North Carolina

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

Eric Smith participated in, and Locust Point Capital sponsored the PERE Roundtable in New York, New York.

Locust Point Capital sponsored, and Eric Smith attended the Private Debt West Coast Conference in San Francisco, California.

AJ Sarkis and Zachary Scimeca attended ASHA in Park City, Utah

Eric Smith participated in, and Locust Point Capital sponsored the Portfolio Summit California LP Conference in Santa Barbara, California

Dan Contardi participated in, and Locust Point Capital sponsored the 7th Annual Real Estate Conference in Toronto, Canada

Eric Smith participated in, and Locust Point Capital sponsored the 9th Annual Private Debt Conference in New York, New York

Dan Contardi attended the GCM Grosvenor Consortium and SEM Conference in New York, New York

Eric Smith attended the IPE Real Estate Global Conference & Awards 2023 in Milan, Italy

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.

Robert Woodworth, Charlie McGruther, and AJ Sarkis attended eCap2023 in Miami, Florida.

Eric Smith, Dan Contardi, Don Kelly, and David Young attended the ASHA Annual Meeting in Scottsdale, Arizona

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.

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.

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.

Eric Smith and Matthew Flanagan attended the 6th Annual Midwest Institutional Real Estate Investor Forum Investor Meeting in Chicago.

Charles McGruther and Robert Woodworth attended the Zimmet Seminar in Uncasville, CT

Dan Contardi was a featured speaker at the LPGP 8th Annual Private Debt conference in New York, NY.

Eric Smith was a speaker at the OCID East Conference in New York, NY.

Helen Quick attended the Kayo Women’s Private Equity and ESG Summit in Boston, MA.

Adib Sarkis, Robert Woodworth and Matt Flanagan attended the ASHA conference in Broomfield, CO.

Eric Smith and Dan Contardi attended the Private Wealth Management Summit in Boston, MA.

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:

Eric Smith participated in the PERE 2022 Debt Roundtable discussion a summary of which can be found at the link below:

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.

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.

Eric Smith and Dan Contardi were featured speakers at the LPGP 8th Annual Private Debt Conference in London, UK.

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.

Eric Smith and Dan Contardi attended the New Jersey Institutional Summit in Princeton, NJ.

Don Kelly and Dan Contardi led a team from Locust Point to sponsor and attend the eCap2022 conference held in Miami, FL.

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.

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.

Eric Smith and Dan Contardi proudly sponsored and spoke at the Real Estate Panel at the Private Equity Summit in Houston, TX.

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.

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.

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.

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.

Locust Point Capital held its Annual Limited Partners Meeting in Long Branch, NJ

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.

Dan Contardi and Don Kelly attended the 2021 Executive Capital Summit Retreat in Miami, FL

Locust Point Capital announces the closing of $428 Million Senior Housing and Care Debt Fund II

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.

Helen Quick attended the 2021 Pension Real Estate Association (PREA) Virtual Spring Conference

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

Locust Point Capital attended the virtual Fall NIC

Locust Point Capital held its virtual Annual Limited Partners Meeting

Locust Point Capital sponsored the Spring NIC in San Diego, CA

Locust Point Capital attended the Global Fund Finance Symposium in Miami, FL