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Overview
MonticelloAM, LLC provides financing for multifamily and seniors housing projects, including bridge loans, working capital facilities, and permanent debt. It also offers an advisory practice for workout, asset management, and restructuring in the seniors housing space. The company analyzes each deal, structures funding, and actively manages risk and performance. By combining lending with specialized advisory services, it gives clients capital plus asset guidance to preserve value and navigate complex credit situations.
About MONTICELLOAM
Industries
Financial Services
Real Estate
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2014
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Simplify's Take
What believers are saying
- Senior housing transaction volume hit $24B in 2025, the highest in a decade.
- Occupancy crossed 89.9% in primary markets with 19 quarters of positive absorption.
- 86% of institutional investors plan to increase senior housing exposure in 2026.
What critics are saying
- MONTICELLOAM faces forced write-downs from CMS reimbursement cuts harming Florida and Illinois SNF operators.
- A single 20% portfolio-wide default in its $107M Florida deal could trigger a liquidity crisis.
- MONTICELLOAM's New York and Kentucky loans face permanent financing walls as capital markets tighten in 2026.
What makes MONTICELLOAM unique
- MONTICELLOAM specializes exclusively in multifamily and seniors housing bridge lending.
- The firm completed 49 transactions totaling over $2.2B in 2025.
- It operates a global team of more than 100 professionals.
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Company News
MONTICELLOAM certified as a 2026 Great Place To Work. NEW YORK, NY May 20, 2026 - MONTICELLOAM, LLC ("MONTICELLOAM"), a specialized seniors housing and multifamily bridge lending platform, is proud to be certified by Great Place To Work. This recognition reflects an employee satisfaction rating that far surpasses the average U.S. company, underscoring MONTICELLOAM's deep commitment to building an exceptional workplace culture. "Being recognized as an exceptional workplace is a meaningful milestone for us, because the experience of our people has always been at the heart of how this firm grows," said Jonathan Litt, Co-Founder of MONTICELLOAM. "Everything we've achieved is a direct reflection of the talent, integrity, and commitment of our team. This recognition belongs to them, and we're grateful for the work they do every day to make Monticello the kind of place where great people want to build their careers." Great Place To Work(R) is the global authority on workplace culture, employee experience, and the leadership behaviors proven to deliver market-leading revenue, employee retention, and increased innovation. The award is based entirely on what current employees say about their experience working at MONTICELLOAM. "As Monticello continues to grow, our people remain our greatest asset. Earning this certification affirms that we are building something special here, not just in terms of business results, but in the kind of workplace we are proud to show up to every day. I am deeply grateful to our entire team for making that possible," said Zoe Kohl, Senior HR Business Partner About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized multifamily and seniors housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.
MONTICELLOAM, LLC Portfolio Manager Patti Unti named a GlobeSt. 2026 Woman of Influence. MONTICELLOAM, LLC ("MONTICELLOAM") is proud to announce that Patti Unti, Portfolio Manager, has been named a 2026 Woman of Influence by GlobeSt. This prestigious honor celebrates exceptional women who have made a significant impact on the commercial real estate industry through leadership, innovation, and results. The Women of Influence recognition reflects Ms. Unti's impact to MONTICELLOAM's growth and the broader CRE market. Her ability to identify and act on opportunities across Seniors Housing and workforce Multifamily real estate debt, even in the face of a challenging macroeconomic environment, has distinguished her as a leader in the field. "I am deeply grateful to be recognized among such an accomplished group of women in commercial real estate. This award reflects the outstanding team at MONTICELLOAM and the trust our investors place in us every day. My goal has always been to bring clarity and conviction to complex markets while implementing credit strategies that hold up over time," said Ms. Unti. Since joining MONTICELLOAM in March of 2025, Ms. Unti has been a driving force behind the firm's investment strategy, playing a central role in the launch of products designed to serve investors seeking exposure to real estate credit. Her focus on investor alignment and proactive portfolio management has been integral to the firm's platform. "From capital raising to strategy development to portfolio management, Patti exemplifies the kind of talent and dedication that defines MONTICELLOAM's culture. Her recognition is well-deserved, and we are fortunate to have her shaping the direction of our platform. She brings a genuine commitment to doing right by our investors," said Alan Litt, Principal, MONTICELLOAM. About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized Multifamily and Seniors Housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.
MONTICELLOAM, LLC awarded as PERE Credit 2025 Niche Sectors Lender of the Year. NEW YORK, NY, March 3, 2026 - MONTICELLOAM, LLC ("MONTICELLOAM") is proud to announce that the firm has been named PERE Credit's 2025 Niche Sectors Lender of the Year, a distinction that highlights MONTICELLOAM's exceptional expertise in tailoring financing to seniors housing and skilled nursing operators across the United States. "It's great to be recognized for a year of intense focus that led to over $2 billion in loan originations for the firm and improved care for aging Americans," said Alan Litt, Principal and Co-Founder of MONTICELLOAM. "We maintain a disciplined philosophy because we know the importance of serving the crucial seniors housing and healthcare sector." Founded in 2014, the firm is led by a founding team with over 30 years of owning, operating, and financing expertise, enabling the firm to execute in one of the most complex and highly regulated segments of real estate. "Facilities that care for vulnerable populations require a lender that deeply understands the comprehensive operational, clinical, and financial nuances of this industry," added Jonathan Litt, Principal and Co-Founder of MONTICELLOAM. In 2025, MONTICELLOAM continued to demonstrate its role as a leading lender in the healthcare real estate sector, originating over $2 billion in seniors housing and healthcare loans across multiple states. Notable transactions closed in 2025 include: * $470MM in bridge and working capital financing for a 16-property Virginia skilled nursing facility portfolio * $218MM in bridge, mezzanine, and working capital financing for an 18-property Kentucky skilled nursing portfolio * $115MM in bridge financing for a portfolio of assisted living and memory care communities in New York "We are honored to be a trusted capital partner to operators who provide essential care," concluded Thomas Lally, Principal and Co-Founder of MONTICELLOAM. "This award reflects the strength of those partnerships and the critical nature of the work our borrowers do every day. In a year marked by cost inflation, and limited liquidity from traditional lenders, MONTICELLOAM has delivered reliable execution and real financial impact." PERE Credit is a leading source delivering insights, news, analysis, and data on alternative real estate credit strategies and markets, focusing on capital formation, lending activity and the evolving dynamics between borrowers, lenders, and investors within commercial real estate credit. About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized multifamily and seniors housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.
Portfolio Manager Patti Unti recognized as a GlobeSt. 2026 Rainmaker in CRE Debt, Equity and Finance. MONTICELLOAM, LLC ("MONTICELLOAM") is proud to announce that Portfolio Manager, Patti Unti, has been named a 2026 Rainmaker in CRE Debt, Equity and Finance by GlobeSt. This recognition highlights her leadership and innovation in the commercial real estate industry. Throughout the volatility of 2025, Ms. Unti helped guide MONTICELLOAM through elevated interest rates, declining valuations, and tighter capital markets. Her strategic vision and disciplined approach continue to create opportunities in uncertain conditions. Since joining MONTICELLOAM, Ms.Unti has been instrumental in developing and executing investment strategies aligned with investor goals and prudent risk management. "I am truly honored by this recognition. At MONTICELLOAM, our focus is on navigating evolving market conditions with discipline and clarity, while always keeping our clients' objectives at the center of every decision," said Ms.Unti She has played a major role in launching investment products focused on seniors housing and workforce multifamily real estate debt. "MONTICELLOAM values the leadership Ms. Unti brings to the firm and looks forward to continued growth under her guidance," said Alan Litt, Principal, MONTICELLOAM. "Her depth of expertise, collaborative approach, and ability to get things done have helped move key initiatives forward and strengthen our platform during a dynamic period for the industry." About MONTICELLOAM, LLC MONTICELLOAM, LLC ("MONTICELLOAM") is a specialized multifamily and seniors housing lending platform with expertise in executing bridge loans and managing credit risk. MONTICELLOAM offers bridge, working capital and permanent financing options to properties across the U.S. The firm was founded in October 2014 by Alan Litt, Thomas Lally and Jonathan Litt, who each have over 35 years of industry experience as lenders, investors, developers, and owner-operators.
Welcome to the MONTICELLOAM, LLC Healthcare and Seniors Housing Monthly Update. In January's edition: * Reveal the success of its lending platform in 2025 * Highlight two recent transactions that funded over $160MM to SNF portfolios in Florida and Illinois * Prepare for the upcoming eCap 2026 Healthcare Summit * Get the latest news in seniors housing and healthcare MONTICELLOAM provides over $2.2B of financing in 2025. With 2025 now in the rearview, Monticello Asset Management, LLC can confidently say that it marked a year of meaningful growth for MONTICELLOAM. Its bridge lending platform completed 49 transactions totaling over $2.2 billion in bridge, mezzanine, and working capital financing in 2025. The MONTICELLOAM team grew into a global organization of more than 100 professionals and welcomed Patti Unti as Portfolio Manager. Read the reflections from all three firm co-founders on the successful year and see the notable transactions closed in 2025 here. MONTICELLOAM closes $107MM deal for Skilled Nursing portfolio in Florida. MONTICELLOAM recently financed a $100,000,000 bridge loan for a skilled nursing portfolio in Florida. The loan proceeds will be used by the returning MONTICELLOAM borrower to pay off the existing debt on the four skilled nursing facilities. In addition, a $7,000,000 working capital line of credit was provided for the borrower to manage the daily operational needs of over 480 licensed beds. $60MM deal funded by MONTICELLOAM for Illinois SNF portfolio. MONTICELLOAM provided a $60,000,000 bridge loan to a returning healthcare client to acquire five skilled nursing facilities across Illinois. The acquisition will add more than 620 licensed beds to the borrower's growing skilled nursing portfolio, helping to advance the long-term stability of its operations. Don't miss Karina Davydov speaking at eCap 2026 Healthcare Summit! Don't miss MONTICELLOAM Senior Managing Director, Originations Karina Davydov speaking at the eCap 2026 Healthcare Summit on February 10th in Miami. The session, "Women at the Helm: Shaping the Modern Workplace and Leading the Way", is designed to be a conversation with the audience, where Karina and other panelists will candidly share the lessons that shaped their leadership journeys. If you are attending this event, reach out to Karina Davydov to connect. Seniors Housing news and insights. | Senior Housing Capital Reawakens as Demand Outpaces Supply | GlobeSt Senior housing investment is regaining momentum as demand from a rapidly aging population is outpacing the limited new supply of units, driving capital off the sidelines and back into the sector. Continue Reading | | Senior Housing: A Sector Moving at Two Speeds Entering 2026 | National Investment Center (NIC) The seniors housing sector is entering 2026 with a "two-speed" dynamic, positioned for unprecedented growth yet facing construction, workforce, and affordability challenges that will stifle the speed of that growth. Continue Reading | | Top Trends That Will Shape the Skilled Nursing Sector in 2026 | Skilled Nursing News Workforce dynamics, reimbursement policy, greater adoption of technology and AI, and shifting expectations from residents, payors, and investors are among the key forces likely to shape the skilled nursing landscape in the coming year. Continue Reading |
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About MONTICELLOAM
Industries
Financial Services
Real Estate
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
New York City, New York
Founded
2014
MONTICELLOAM is Hiring for 7 Jobs on Simplify!
Find jobs on Simplify and start your career today