Kandu Capital, LLC and its Operating Company Bloom Senior Living Stabilizes and Refinances Kokomo, Indiana Assisted Living and Memory Care Community
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Bloom at Kokomo, a 78-unit Assisted Living and Memory Care community located in Kokomo, Indiana, was acquired in May 2019 from Capital Senior Living Corporation (NYSE: CSU) (now Sonida Senior Living (NYSE: SNDA)) for $64,000 per unit. At the time, as reported by Senior Care Investor, occupancy was 80%, revenue was just over $3 million, and the community was losing money. Bloom management projected EBITDA could grow to at least $750,000.
In just over three years and notwithstanding COVID-19, Bloom successfully turned around and stabilized the community. Occupancy and revenue have grown to 96% and approximately $4.3 million, respectively, and the community is profitable with $1 million of cash flow and over $750,000 of EBITDA. In October 2022, Senior Care Investor called it: "A Successful Turnaround, Twice."
With Bloom at Kokomo stabilizing and the growth expected to accelerate, the community has been refinanced with CommerceOne Bank based in Birmingham, Alabama.
Tony Kantor, Kandu's/Bloom's Principal and Director of Finance, states "we've been in discussions with leadership at CommerceOne for awhile and are excited, through our Kokomo community, to start a new professional and personal relationship with the bank. Given our family's conservative stance on leverage over the course of multiple decades, which aligns with CommerceOne's values, we've put a modest mortgage on the community representing approximately 35% loan to value. We look forward to building upon our relationship with CommerceOne and exploring more opportunities. We remain bullish on seniors housing despite the current macro environment. Our current portfolio is already outpacing pre-pandemic levels with record occupancy, rate and net operating income growth, and the supply/demand imbalance only makes the space more appealing over the next decade."
Kandu/Bloom is actively pursuing new seniors housing opportunities.
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Kandu Capital, LLC:
Kandu is a family office that has more than five decades of experience acquiring and developing a diversified portfolio of health care and commercial real estate assets, along with other private and alternative investments, throughout the United States. To learn more, read here.
Bloom Senior Living:
Bloom operates senior living communities and provides a continuum of services including Independent Living, Assisted Living and Memory Care. To learn more, read here.
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Media Contact:
Tony Kantor
Principal, Kandu Capital, LLC & Bloom Senior Living
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