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Global Preparatory Academy is an Indiana public charter school operating under a 7-year charter. Established in 2016, the school was approved to serve grades K-8, with a current enrollment of 814 students for the 2025-26 academic year. Following completion of the project, Global Preparatory Academy and its authorizer will establish a new charter agreement for a middle school (grades 6-8) which will be housed in the new facility (resulting in two separate charter agreements- one elementary school and one middle school).

Ziegler is pleased to announce the successful pricing of Beacon Hill at Eastgate’s $175,000,000 Series 2025 Bonds. Beacon Hill operates a CCRC in the Eastgate neighborhood of Grand Rapids, offering a multitude of residential and care options to its residents. Bond proceeds will primarily be used to fund a planned expansion project which includes construction of 101 independent living units and 48 replacement assisted living units; new common areas including a pedestrian bridge, coffee shop, dining room, café, bar venue, game room, lounge/living room areas, and a wellness center with fitness, yoga, spa services and an outdoor wellness terrace; and the renovation of the existing health center building including upgrades and redesigned layouts to convert 29 skilled nursing beds to 14 assisted living plus units and 15 memory support units.

Ziegler is pleased to announce the successful closing of The United Methodist Retirement Homes $92,125,000 Series 2025 Bonds. UMRH owns and operates three life plan communities in North Carolina: Croasdaile Village Retirement Community located in Durham; Wesley Pines Retirement Community located in Lumberton and Cypress Glen Retirement Community located in Greenville. In total, the communities operate a total of 688 independent living units, 28 memory care units, 112 assisted living units and 194 skilled nursing units. Bond proceeds will primarily be used to fund expansion projects at the Croasdaile Village and Wesley Pines communities.

Ziegler is pleased to announce the successful closing of Fox Run at Orchard Park’s $67,665,000 Series 2025 tax-exempt revenue bonds. A CCRC with 180 independent living units comprised of 30 patio homes and 150 apartments in a two-story apartment building with a Health Center and a Community Center, Fox Run is located on a 54-acre campus in Orchard Park, New York. The community is south of Buffalo, less than a mile away from The Buffalo Bill’s High Mark Stadium and is one of the Article 46 communities in New York operating as a strong single site with a ‘BBB’ rating with a Stable outlook from Fitch. Bond proceeds will be used to fund the expansion and repositioning of the community, including construction of 63 new independent living apartments, eight new independent patio homes, renovation to existing common space and new common space additions. 

Last month, CARF released the 33rd edition of the Financial Ratios & Trend Analysis of CARF-Accredited Continuing Care Retirement Communities. Ziegler is pleased to be a partner to CARF, along with Baker Tilly, on this annual publication. Ziegler’s Tom Meyers was one of the presenters during the live, recorded, webinar that took place at 10:30am CST on Thursday November 13th.

Ziegler is pleased to announce the successful closing of an $80,000,000 tax-exempt fixed rate bond issue for Brazos Presbyterian Homes. The Obligated Group owns and operates three continuing care retirement communities in Texas: Brazos Towers at Bayou Manor and The Hallmark both located in Houston, and Longhorn Village in Austin. Bond proceeds will be used to fund a variety of capital expenditures at the three campuses as well as refund portions of outstanding indebtedness.

Ziegler is pleased to announce its role as exclusive financial advisor to Xealth, a leading healthcare integration platform, on its sale to Samsung Electronics Co., Ltd. Xealth combines multiple digital health solutions into a single user interface and platform, giving healthcare providers a more complete picture of their patients, and enabling real-time monitoring, continuous engagement and smarter decision making. The company currently has a network of more than 500 U.S. hospitals and more than 70 digital health solution partners, which will gain access to Samsung’s platform and enhance the connected care platform.

Once a quarter, Ziegler features an issue of Z-News that is devoted to recommended reading. Listed in this issue are newly released research reports, hot-topic white papers and noteworthy articles that have meaningful information for the senior living & care sector. These resources explore financial benchmarks, operational performance, construction and capital planning, technology innovation, and resident health outcomes. As always, we welcome feedback on potential future publications or articles to include for our readers.

Ziegler is pleased to announce the successful pricing of Horizon House’s $600,000,000 Series 2025AB Bonds. Located in the First Hill neighborhood adjacent to the downtown core of Seattle, Horizon House is a CCRC offering 377 independent living apartments and 90 assisted living apartments including memory care services to its more than 450 residents. Bond proceeds will be used to fund the new West Tower, a 33-story independent living high-rise consisting of 202 independent living apartments as well as significant reinvestment throughout the campus. The West Tower will provide purpose-built senior living, which is currently relatively limited in Seattle, especially in its urban core. At a par amount of $600 million, this is the largest senior living financing ever brought to the municipal bond market.

Ziegler is pleased to announce its role as exclusive financial and strategic advisor to Infinity Hospice Care (IHC) on its strategic partnership with LifeCare Home Health (LCHH). Infinity Hospice Care is a trusted, family-owned hospice and palliative care provider serving communities across Nevada and Arizona. For LifeCare, this acquisition represents a continued investment in building a scalable, integrated post-acute care network focused on quality, compassion, and innovation.