Single-Site Senior Living
Z-News | Senior Living Finance: Life Plan Community Occupancy Q2 2022
Our partners at National Investment Center for Seniors Housing & Care (NIC) are once again providing an in-depth analysis of the Life Plan Community (LPC)/CCRC occupancy figures for the most recent quarter of 2022. The focus of this issue of Z-News is a deep-dive into the Q2 data for the LPC/CCRC segment with guest contributor Omar Zahraoui with NIC.
Ziegler CFO Hotline Report: Growth Projections
The August 2022 Ziegler CFO Hotline poll was devoted to the topic of Growth Projections. Over 220 not-for-profit senior living CFOs and financial professionals from around the country responded to the survey, with 62% representing single-site organizations and 38% from multi-site organizations.
Ziegler Closes $17,775,000 Financing for The View Alexandria by Goodwin Living™
Ziegler is pleased to announce the successful closing of a $17,775,000 taxable bank placement for The View Alexandria by Goodwin Living™, a subsidiary of Goodwin Living. Proceeds funded Goodwin Living’s acquisition of an existing senior living community located directly across the street from Goodwin House Alexandria.
Z-News | Senior Living Finance: Not-for-Profit Sponsorship Transition Activity: Mid-Year Updates
The past few years have been incredibly disruptive to the senior living and care sector. It's unsurprising organizations are looking for ways to partner to achieve greater scale and pool resources. This Z-News provides an update on the level of activity and recent trends among not-for-profit providers.
Ziegler Closes Acquisition Financing for Well-Spring Obligated Group
Ziegler is pleased to announce the closing of three taxable loans for Well-Spring, A Life Plan Community, Inc. located on approximately 90-acres in Greensboro, NC, to acquire a community in Burlington, NC and expand its services. Known as The Village at Brookwood, Well-Spring has served as manager of the community since 2015.
Ziegler Closes $197,735,000 Financing for Outlook at Windhaven Forefront Living (TX)
Ziegler is pleased to announce its role in the closing of $197,735,000 of Series 2022 Bonds for the Outlook at Windhaven Forefront Living in Plano, TX. Proceeds will be used to finance a new retirement community featuring 153 independent living apartments, 30 independent living cottages, 32 assisted living units and 24 memory support units.
Z-News | Senior Living Finance: 2022 Ziegler Link·Age Fund Symposium
This week marks the launch of the 5th Annual Ziegler Link·Age Fund Symposium. This year’s event, held at our Chicago headquarters, encompassed attendees from across all three Ziegler Link·Age Funds, the most recent closing roughly one month ago. The nearly 170 attendees included Limited Partners, Portfolio Companies and other strategic partners. The day-long event featured innovation, technological advancement, creative partnerships and solutions to some of today’s greatest challenges within the sector.
Ziegler Closes Financing for Shenandoah Valley Westminster-Canterbury
Ziegler announces the successful closing of Shenandoah Valley Westminster-Canterbury’s $71,000,000 Series 2022A and 2022B Bonds. Located in Winchester, VA, SVWC was founded in 1982 and provides housing, health care and other services to nearly 400 residents on its 87-acre campus. Proceeds from the bank loans will be used to fund an independent living unit expansion project known as the Hackwoods, the first phase of which will include 48 new independent living unit apartments.
Z-News | Senior Living Finance: 2022 Mid-Year Update: Inflation Driving the Market in the First Half
Each year, Ziegler gives a mid-year update of bond financing volume. In the first few weeks of 2022, borrowers took advantage of the low interest rates carried over from 2021, however, in mid-February rates began to rise and disrupt the market. With another rate increase on the horizon, it is hopeful inflation will trend downward and municipal bonds will see greater demand.
Z-News | Senior Living Finance: 2022 Senior Living Institutional Investor Workshop
For more than 15 years, Ziegler has hosted the Institutional Investor Workshop for active institutional buyers in the tax-exempt senior living market. Taking place this week at Ziegler’s offices in Chicago, over 50 analysts, portfolio managers and directors throughout the country are attending to learn the industry's latest, to network with one another and to exchange dialogue with Ziegler leadership from the banking and trading side of the business.