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Villa Monticello Assisted Living

Escondido, CA · Assisted Living Facilities for the Elderly · NAICS 623312

Villa Monticello Assisted Living, located in Escondido, California, operates in the assisted living facilities for the elderly industry (NAICS 623312). The business was financed with an SBA 7(a) loan for a change of ownership totaling $5,000,000, approved on May 28, 2026, through US Metro Bank.

SBA 7(a) loan, change of ownership, approved May 28, 2026

$5,000,000 approvedLender: US Metro Bank25 years termStatus not reported (SBA exemption)Loan details
Gross approval
$5,000,000
SBA-guaranteed amount
$3,750,000 (75% of the approval)
Lender
US Metro Bank, Garden Grove, CA
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
8%, variable
Term
25 years (300 months)
Estimated maturity
May 28, 2051 (estimated, approval date plus term)
Estimated monthly payment
$38,591 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Jun 10, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
27
Business type
Corporation
NAICS
623312, Assisted Living Facilities for the Elderly
Project location
San Diego County, CA
SBA district office
San Diego District Office
Congressional district
CA-50
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 95% of acquisition loans in Assisted Living Facilities for the Elderly on this site.
  • Average acquisition loan in Assisted Living Facilities for the Elderly: $1,782,411.
  • Average acquisition loan in California: $1,688,228.

Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.

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Same industry in California