CCN 445488 · Williamson County, Tennessee

Somerfield at the Heritage

900 Heritage Way, Brentwood, TN 37027

Somerfield at the Heritage is a 66-bed for-profit nursing home in Brentwood, Tennessee, first certified for Medicare or Medicaid in 2007. CMS rates it 3 out of 5 stars overall in its September 2026 data, and it averaged 59.5 residents a day, about 90% of its certified beds. We found no FHA-insured Section 232 loan for it in HUD's healthcare endorsement database (fiscal 2001 onward).

Facility facts

Certified beds
66
Average residents per day
59.5 (90.2% of beds)
Ownership type
For profit - Corporation
Certification
Medicare
Legal business name
Heritage Retirement Facilities LLC
Certified since
Jun 26, 2007
Chain or affiliated group
Life Care Services (43 facilities, chain average 4.0 stars)
Location
Urban, part of a continuing care retirement community

Ratings and staffing

Star ratings run from 1 to 5. Staffing is nurse hours per resident per day from CMS Payroll Based Journal data; turnover is the CMS annual nursing staff turnover rate. Occupancy is CMS's average daily census divided by certified beds.

MeasureThis facilityTennessee medianUS median
Overall rating3 of 5State spread: 58 at 1, 53 at 2, 65 at 3, 68 at 4, 56 at 5
Health inspections2 of 5
Quality measures4 of 5
Staffing5 of 5
Total nurse hours per resident per day4.233.643.68
RN hours per resident per day1.190.540.58
Weekend nurse hours per resident per day3.58
Nursing staff turnover47.6%50.0%44.9%
Occupancy (residents / beds)90.2%77.7%85.7%
Fines reported by CMS1 totaling $25,490
Health deficiencies, latest standard survey6 (Jun 12, 2026)

HUD 223(f) Express Lane: the CMS part

HUD gives 223(f) applications queue priority when the facility has CMS overall and health inspection ratings of at least 2 stars and no abuse icon, among other tests (ORCF criteria of March 31, 2026). Somerfield at the Heritage meets that part today: 3 stars overall, 2 on health inspections, no abuse icon. The loan-to-value, coverage and operator tests depend on the deal. All the criteria.

Who owns and operates it

These are the owners and operators the facility reported to CMS: anyone with a 5% or greater direct or indirect stake, and any organization with operational or managerial control.

NameRoleShareSince
Harpeth Green Properties, LLCOrganizationDirect Ownership Interest15%08/08/2007
Heritage Investment Partners LLCOrganizationDirect Ownership Interest70%01/07/2016
Lcs Tn LLCOrganizationDirect Ownership Interest15%08/08/2007
Harpeth Green Properties, LLCOrganizationIndirect Ownership Interest5%08/08/2007
Cooper, JohnIndividualIndirect Ownership Interest37%08/08/2007
Lowe, WhitsonIndividualIndirect Ownership Interest14%01/07/2016
Pinnacle BankOrganizationMortgage Interestn/a01/07/2016
Pinnacle BankOrganizationSecurity Interestn/a01/07/2016
Jordan, DahlenIndividualOperational / Managerial Controln/a08/05/2010
Sherman, DevinIndividualOperational / Managerial Controln/a02/15/2024
Tagatz, JonIndividualOperational / Managerial Controln/a08/08/2007

Holders of a 5% or greater mortgage interest reported in the enrollment record: Pinnacle Bank.

Changes of ownership

No change of ownership for this facility appears in the CMS change-of-ownership file, which starts in January 2016.

HUD Section 232 loans

No FHA-insured loan matching this facility appears in HUD's database of healthcare endorsements, which covers fiscal 2001 onward (HUD data run of July 8, 2026). A loan could still exist under a different project name or from before 2001.

Watch this facility

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Sources and dates

Facility, rating, staffing and ownership data: CMS Provider Information and CMS Ownership, processing date September 2026. Private equity, REIT and mortgage-interest flags and changes of ownership: CMS Skilled Nursing Facility All Owners and Change of Ownership files (2026-10-01). FHA-insured loans: HUD Office of Healthcare Programs endorsement database, data run July 8, 2026. How we join them, and what the join can get wrong: methodology.

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