Woodside Senior Communities
August 2021
Wisconsin
Bank Direct Purchase / Refunding
$11,700,000
Terwilliger Plaza
August 2021
Oregon
Fixed Rate
Expansion
$154,620,000
WindsorMeade
August 2021
Virginia
Fixed Rate
New Money / Refunding
$26,800,000
Shell Point Obligated Group
August 2021
Florida
Fixed Rate
New Money / Refunding
$16,405,000
Kiawah Life Plan Village (Seafields at Kiawah Island)
August 2021
South Carolina
BANs
$21,305,000
Arbor Acres
July 2021
North Carolina
Bank Direct Purchase
New Money / Refunding
$62,640,000
Mayflower Retirement Community
July 2021
Florida
Fixed Rate / Expansion
$80,000,000
Plymouth Place
July 2021
Illinois
Private Placement
Variable Rate / Refunding
$58,485,000
Meadowlark Hills
July 2021
Kansas
Fixed Rate
New Money / Refunding
$44,850,000
Buena Vida Estates
June 2021
Florida
Fixed Rate
New Money / Refunding
$32,000,000
Vinson Hall
June 2021
Virginia
Cinderella Bonds / Refunding
$73,311,690
Southminster
June 2021
North Carolina
Taxable Term Loan / New Money
$30,000,000
Friendship Village of Kalamazoo
June 2021
Michigan
Fixed Rate / Refunding
$20,650,000
Carmel Valley Manor
May 2021
California
Taxable Term Loan / Refunding
Line of Credit / New Money
$10,274,272
Shenandoah Valley Westminster-Canterbury
May 2021
Virginia
Bank Direct Purchase / Refunding
$30,388,088
John Knox Village
May 2021
Missouri
Bank Direct Purchase
New Money
$11,775,000
John Knox Village
May 2021
Missouri
Fixed Rate / New Money
$18,000,000
Piper Shores
March 2021
Maine
Bank Direct Purchase
New Money / Refunding
$90,000,000
Plymouth Place
March 2021
Illinois
Fixed Rate / Refunding
$23,960,000
Duncaster
December 2020
Connecticut
Bank Direct Purchase
New Money / Refunding
$12,270,000
Christian Health Care Center
December 2020
New Jersey
Bank Direct Purchase
New Money / Refunding
$29,300,000
Marquette
December 2020
Indiana
Bank Direct Purchase
Refunding
$26,074,620
Parkview Christian Retirement Community
December 2020
Oregon
Bank Direct Purchase
Refunding
$5,707,000
Parkview Christian Retirement Community
December 2020
Oregon
Taxable Term Loan
New Money / Refunding
$993,000
Cedar Crest, Inc.
December 2020
Wisconsin
Line of Credit
New Money/Renewal
$15,555,000
Westminster Canterbury Richmond
October 2020
Virginia
Fixed Rate
New Money/Refunding
$47,340,000
The Mayflower Retirement Community
October 2020
Florida
Expansion
Fixed Rate
$60,135,000
Notre Dame Health Care
October 2020
Massachusetts
Bank Direct Purchase
New Money / Refunding
$33,628,308
Cypress Cove at HealthPark Florida
October 2020
Florida
Bank Direct Purchase & Taxable Term Loan
New Money/Refunding
$107,720,000
Lakeside at Waterman Village
September 2020
Florida
Expansion
Fixed Rate
$126,340,000
Eastmont Living
September 2020
Nebraska
Bank Direct Purchase
New Money/Refunding
$15,300,000
Heritage Community of Kalamazoo
September 2020
Michigan
Expansion
Fixed Rate
$47,850,000
McLean
July 2020
Connecticut
Fixed Rate/New Money
$64,845,000
Brethren Hillcrest Homes
July 2020
California
Bank Direct Purchase
New Money/Refunding
$42,610,000
Frasier Meadows Manor
July 2020
Colorado
Bank Direct Purchase
Refunding
$39,100,000
Frasier Meadows Manor
July 2020
Colorado
Taxable Term Loan
Refunding
$10,900,000
Life Care Ponte Vedra dba Vicar’s Landing
July 2020
Florida
Bank Direct Purchase/New Money
$20,000,000
Michigan Christian Home dba Beacon Hill at Eastgate
July 2020
Michigan
Bank Direct Purchase/New Money
$22,550,000
Warm Hearth Village
July 2020
Virginia
Taxable Term Loan/New Money/Refunding
$17,990,000
Pleasant View Retirement Community
June 2020
Pennsylvania
Bank Direct Purchase
New Money/Refunding
$53,030,779
Woodlands Retirement Community (Foster Foundation)
May 2020
West Virginia
Bank Direct Purchase
New Money/Refunding
$20,737,500
Well•Spring Retirement Community
March 2020
North Carolina
Bank Direct Purchase/New Money
$22,410,000
Mosaic Real Estate, LLC
February 2020
Pennsylvania
Taxable Term Loan/New Money
$12,000,000
Legacy Pointe at UCF
December 2019
Florida
New Money
Fixed-Rate
$172,885,000
St. Camillus Health System, Inc.
December 2019
Wisconsin
New Money/Refunding
Fixed-Rate
$200,440,000
Village On The Isle
December 2019
Florida
Refunding
Fixed-Rate
$17,330,000
Sharon Towers
December 2019
North Carolina
New Money/Refunding
Fixed-Rate
$75,940,000
Bishop Gadsden
December 2019
South Carolina
New Money
Bank Direct Purchase
$50,000,000
Carleton-WIllard Village
December 2019
Massachusetts
Refunding
Fixed-Rate
$14,720,000
The Glen Retirement System
November 2019
Louisiana
New Money/Refunding
Fixed-Rate
$46,985,000
El Castillo Retirement Residences
October 2019
New Mexico
New Money
Fixed-Rate
$64,890,000
Canterbury Court
October 2019
Georgia
New Money/Refunding
Fixed-Rate
$51,240,000
Friendship Village of Tempe
October 2019
Arizona
New Money
Fixed-Rate
$33,460,000
Whitney Center
September 2019
Connecticut
New Money/Refunding
Fixed-Rate
$55,595,000
Twin Lakes Community
September 2019
North Carolina
New Money/Refunding
Fixed-Rate
$42,860,000
Peace Village
September 2019
Illinois
New Money / Refunding
Bank Direct Purchase
$25,950,000
The Vista
August 2019
New Jersey
New Money Expansion
Fixed Rate
$62,980,000
The Barrington of Carmel (an affiliate of BHI Senior Living)
August 2019
Indiana
New Money
Taxable Term Loan
$49,940,000
Falcon's Landing
August 2019
Virginia
New Money
Bank Direct Purchase
$47,000,000
Terwilliger Plaza
August 2019
Oregon
Bank Loan
Pre-Development Funding
$25,000,000
The Vista
July 2019
New Jersey
New Money Expansion
Bank Direct Purchase
$57,000,000
Mt. San Antonio Gardens
July 2019
California
New Money
$31,610,000
Garden Spot Village
June 2019
Pennsylvania
Refunding/New Money
Bank Direct Purchase
$57,000,000
Waverly Heights, Ltd.
May 2019
Pennsylvania
Refunding
Fixed-Rate
$44,140,000
Moravian Manors, Inc.
May 2019
Pennsylvania
New Money/Refunding
Fixed-Rate
$29,305,000
The Estates at Carpenters
May 2019
Florida
New Money/Refunding
Fixed-Rate
$32,800,000
Miriam Osborn Memorial Home Association
April 2019
New York
Refunding
Fixed-Rate
$27,455,000
The Pines at Davidson
March 2019
North Carolina
New Money
Fixed-Rate
$42,725,000
The Pines at Davidson
March 2019
North Carolina
New Money
Bank Direct Purchase
$11,905,000
Pinnacle Living
February 2019
Virginia
New Money
Fixed-Rate
$34,000,000
Pinnacle Living
February 2019
Virginia
New Money
Bank Direct Purchase
$11,000,000
NCROC - Paradise Valley Estates
February 2019
California
New Money
Fixed Insured
$95,685,000
BHI Senior Living
December 2018
Indiana
New Money
Fixed Rate
$98,120,000
Legacy Pointe at UCF
December 2018
Florida
Bond Anticipation Notes (BANs)
$3,000,000
Westminster Village
December 2018
Illinois
Refunding
Fixed-Rate
$39,670,000
The Spires at Berry College
December 2018
Georgia
Refunding
Fixed-Rate
$81,930,000
The Spires at Berry College
December 2018
Georgia
New Money
Bank Direct Purchase
South Carolina Episcopal Home at Still Hopes
December 2018
South Carolina
Refunding/New Money
Fixed-Rate
$67,950,000
South Carolina Episcopal Home at Still Hopes
December 2018
South Carolina
New Money
Bank Direct Purchase
$23,000,000
Acts Retirement-Life Communities
November 2018
Pennsylvania
Taxable Term Loan
$21,722,000
Acts Retirement-Life Communities
November 2018
Pennsylvania
Refunding
Bank Direct Purchase
$47,675,000
Air Force Enlisted Village
November 2018
Florida
Refunding/New Money
Bank Direct Purchase
$39,999,991
California Armenian Home
November 2018
California
Refunding
Fixed Insured
$24,660,000
Christian Horizons
November 2018
Missouri
Refunding
Fixed-Rate
$29,365,000
Covenant Retirement Communities
November 2018
Connecticut
New Money
Fixed-Rate
$106,630,000
Fleet Landing
November 2018
Florida
New Money
Fixed-Rate
$114,715,000
Menorah Manor
November 2018
Florida
Renegotiation
Bank Direct Purchase
$12,081,007
Westminster-Canterbury of Richmond
November 2018
Virginia
Refunding/New Money
Fixed-Rate
$40,065,000
Salemtowne
October 2018
North Carolina
New Money
Fixed-Rate
$38,250,000
Lakeside at Waterman Village
October 2018
Florida
Bond Anticipation Notes (BANs)
$8,255,000
Salem Community Corporation dba Briarwood
September 2018
Massachusetts
New Money
Bank Direct Purchase
$17,590,000
Heron Point of Chesterton
September 2018
Maryland
Refunding
Bank Direct Purchase
$25,440,000
Beatitudes Campus
September 2018
Arizona
New Money
Fixed-Rate
$20,160,000
Presbyterian Village North
September 2018
Texas
Refunding/New Money
Fixed-Rate
$91,860,000
Capital Manor
September 2018
Oregon
New Money
Fixed-Rate
$37,030,000
Hunt Community (Silverstone Livings)
September 2018
New Hampshire
Refunding/New Money
Bank Direct Purchase
$16,981,323
Wisconsin Illinois Senior Housing
August 2018
Wisconsin
Refunding
Fixed-Rate
$33,570,000
Concordia Life Care Community
August 2018
Oklahoma
Refunding
Bank Direct Purchase
$27,848,060
Pleasant View Retirement Community
August 2018
Pennsylvania
Refunding/New Money
Fixed-Rate
$20,315,000
Menno Haven
August 2018
Pennsylvania
Refunding/New Money
Fixed-Rate
$99,555,000
Concordia Lutheran Obligated Group
August 2018
Pennsylvania
Acquisition
Variable Rate Demand Bonds
Wisconsin Illinois Senior Housing
August 2018
Wisconsin
Refunding
Bank Cinderella Bonds
$21,296,000
Quality Life Sciences Sugarcreek
July 2018
Pennsylvania
Taxable Loan
Revolving Line of Credit
Bank Direct Purchase
$71,000,000
Westminster on Chesapeake Bay
July 2018
Virginia
Refunding
Fixed-Rate
$73,115,000
Covenant Woods
July 2018
Virginia
Refunding/New Money
Fixed-Rate
$30,200,000
Pennswood Village
July 2018
Pennsylvania
Refunding
Fixed-Rate
$38,555,000
Southminster
June 2018
North Carolina
New Money
Fixed-Rate
$86,200,000
Kendal at Hanover
June 2018
New Hampshire
Refunding/New Money
Bank Direct Purchase
LOC Replacement
$46,309,319
Acts Retirement-Life Communities Obligated Group
June 2018
Pennsylvania, Wisconsin
Refunding/New Money
Bank Direct Purchase
$63,680,000
Sunnyside Village
May 2018
Florida
New Money
Fixed-Rate
$21,325,000
RiverWoods Durham
May 2018
New Hampshire
New Money
Bank Direct Purchase
$98,380,000
Mary's Woods at Marylhurst
April 2018
Oregon
New Money
Fixed-Rate
$41,400,000
Lakeview Village
April 2018
Kansas
Refunding
Fixed-Rate
$52,030,000
Highlands at Wyomissing
April 2018
Pennsylvania
Refunding
Fixed-Rate
$22,820,000
John Knox Village
March 2018
Missouri
New Money/Refunding
Fixed-Rate
$52,565,000
MRC Stevenson Oaks
March 2018
Texas
Bond Anticipation Notes (BANs)
$15,495,000
United Methodist Retirement Communities
January 2018
Michigan
New Money
Bank Direct Purchase
$5,500,000
Riddle Village
December 2017
Pennsylvania
New Money/Refunding
Bank Direct Purchase
$53,765,000
Rose Villa
December 2017
Oregon
New Money
Bank Direct Purchase
$27,500,000
Bridgewater Retirement Community
December 2017
Virginia
New Money/Refunding
Bank Direct Purchase
$56,000,000
Penney Retirement Community
December 2017
Florida
New Money/Refunding
Bank Direct Purchase
$13,355,113
North Hill
December 2017
Massachusetts
Refunding
Bank Direct Purchase
$57,810,000
RiverMead
December 2017
New Hampshire
New Money
Bank Direct Purchase
$34,500,000
Marquette
December 2017
Indiana
New Money
Bank Direct Purchase
$17,000,000
Benevolent Corporation Cedar Community
December 2017
Wisconsin
New Money/Refunding
Fixed-Rate
$38,185,000
Woodland Pond at New Paltz
December 2017
New York
Refunding
Fixed-Rate
$77,800,000
Horizon House
December 2017
Washington
New Money/Refunding
Fixed-Rate
$75,000,000
The Admiral at the Lake
December 2017
Illinois
Refunding
Fixed-Rate
$150,940,000
Frasier Meadows Retirement Community
December 2017
Colorado
New Money (Expansion)
Fixed-Rate
$56,000,000
Beacon Hill at Eastgate
December 2017
Michigan
New Money/Refunding
Fixed-Rate
$42,540,000
THe Beatitudes Campus
December 2017
Arizona
New Money/Refunding
Fixed-Rate
$70,210,000
The Highlands at Wyomissing
December 2017
Pennsylvania
New Money
Fixed-Rate
$17,085,000
Longhorn Village
December 2017
Texas
Refunding
Fixed-Rate
$94,715,000
Village on the Isle
December 2017
Florida
New Money
Fixed-Rate
$71,635,000
Channing House
October 2017
California
Fixed Rate Refunding
(Cal-Mortgage Insured)
$44,120,000
Highlands at Wyomissing
September 2017
Pennsylvania
New Money/Refunding
Fixed-Rate
$39,065,000
Westminster Canterbury of Lynchburg
September 2017
Virginia
New Money
Bank Direct Purchase
$38,203,000
Spanish Cove Retirement Community
September 2017
Oklahoma
New Money/Refunding
Bank Direct Purchase
$20,000,000
Ingleside at King Farm
September 2017
Maryland
New Money/Refunding
Fixed-Rate
$224,280,000
Oak Hammock at the University of Florida
September 2017
Florida
Refunding
Bank Direct Purchase
$33,915,000
Menno Haven
September 2017
Pennsylvania
New Money
Bank Direct Purchase
$21,000,000
The Forest at Duke
August 2017
North Carolina
Refunding
Bank Direct Purchase
$20,210,000
Southminster
August 2017
North Carolina
Taxable Term Loan
$34,000,000
South Carolina Episcoal Home at Still Hopes
August 2017
South Carolina
New Money
Fixed-Rate
$39,325,000
Three Crowns Park
July 2017
Illinois
Refunding
Fixed-Rate
$34,210,000
Wake Robin
July 2017
Vermont
New Money/Refunding
Fixed-Rate
$21,590,000
Wake Robin
July 2017
Vermont
New Money
Bank Direct Purchase
$455,000,000
The Woodlands at Furman
July 2017
South Carolina
New Money/Refunding
Fixed-Rate
$57,455,000
Hill View Retirement Center
June 2017
Ohio
New Money/Refunding
Bank Direct Purchase
$10,349,535
Institute on Aging
May 2017
California
Fixed Rate
Advanced Refunding
(Cal-Mortgage Insured)
$34,355,000
Westminster Village
May 2017
Illinois
New Money
Bank Direct Purchase
$30,825,167
Westminster Canterbury of Lynchburg
April 2017
Virginia
Refunding
Bank Direct Purchase
$18,580,411
Christian Health Care Center
April 2017
New Jersey
Acquisition
Taxable Term Loan
$5,760,000
Montgomery Place
April 2017
Illinois
Refunding
Fixed-Rate
$31,085,000
Lakeview Village
April 2017
Kansas
Refunding
Fixed-Rate
$16,345,000
Mary's Woods at Marylhurst
April 2017
New Money/Refunding
Fixed-Rate
$175,065,000
Immanuel Lutheran Corporation
April 2017
Montana
New Money/Refunding
Bank Direct Purchase
$65,380,000
Bishop Gadsden
April 2017
South Carolina
Refunding
Bank Direct Purchase
$12,015,486
Channing House
April 2017
California
Fixed Rate Refunding
(Cal-Mortgage Insured)
$54,045,000
Frasier Meadows
March 2017
Colorado
New Money/Refunding
Fixed-Rate
$85,295,000
Montereau, Inc.
March 2017
Oklahoma
Refunding
Fixed-Rate
$106,480,000
Edgewood Retirement Community
March 2017
Massachusetts
New Money/Refunding
Bank Direct Purchase
$58,700,000
Aberdeen Heights
February 2017
Missouri
Refunding
Fixed-Rate
$122,450,000
Carleton-Willard Village
January 2017
Massachusetts
New Money
Taxable Term Loan
$6,000,000
Edgewood Summit
January 2017
West Virginia
Refunding
Bank Direct Purchase
$3,587,673
C. C. Young Memorial Home
December 2016
Texas
New Money
Fixed-Rate
$130,175,000
Legacy Pointe at UCF
December 2016
Florida
BANs
(Bond Anticipation Notes)
$13,800,000
Arbor Acres
December 2016
North Carolina
Extension
Bank Direct Purchase
$26,440,000
Arbor Acres
December 2016
North Carolina
Refunding
Bank Direct Purchase
$13,159,000
Active Retirement Community dba Jefferson's Ferry
November 2016
New York
New Money/Refunding
Bank Direct Purchase
$38,040,000
Paradise Valley Estates
November 2016
California
Fixed Rate Refunding
(Cal-Mortgage Insured)
$22,080,000
WellSpring Retirement Community
November 2016
North Carolina
New Money
Bank Direct Purchase
$30,795,000
Westminster at Lake Ridge
October 2016
Virginia
New Money/Refunding
Fixed-Rate
$46,510,000
John Knox Village
October 2016
Missouri
New Money (Major Expansion)
Fixed-Rate
$41,250,000
WellSpring Retirement Communit
October 2016
North Carolina
Refunding
Bank Direct Purchase
$9,205,000
Southminster
October 2016
North Carolina
Refunding
Fixed-Rate
$58,765,000
Atherton Baptist Homes
October 2016
California
Fixed Rate Refunding
(Cal-Mortgage Insured)
$31,390,000
Village on the Isle
October 2016
Florida
New Money/Refunding
Fixed-Rate
$33,190,000
WindsorMeade
September 2016
Virginia
New Money
Bank Direct Purchase
$7,000,000
Friendship Village of Dublin
September 2016
Ohio
New Money/Refunding
Bank Direct Purchase
$38,482,726
Canterbury Health Care, Inc.
September 2016
Michigan
Refunding
Fixed-Rate
$34,935,000
Luthercare
September 2016
Pennsylvania
New Money/Refunding
Bank Direct Purchase
$52,739,000
Royal Oaks
September 2016
Arizona
Refunding
Fixed-Rate
$35,105,000
Virginia United Methodist Homes
September 2016
Virginia
New Money/Refunding
Bank Direct Purchase
$10,000,000
Salemtowne
August 2016
North Carolina
Refunding
Fixed-Rate
$23,470,000
Westminster Manor
August 2016
Texas
Refunding
Fixed-Rate
$61,525,000
Westminster Canterbury of Lynchburg
August 2016
Virginia
New Money/Refunding
Bank Direct Purchase
$10,845,818
Smith Village
August 2016
Illinois
Placement Agent
$325,000,000
Glencroft Retirement Community
August 2016
Arizona
New Money/Refunding
Fixed-Rate
$20,460,000
Deerfield Episcopal Retirement Community
July 2016
North Carolina
Refunding
Fixed-Rate
$40,060,000
Westminster Towers
July 2016
South Carolina
Refunding
Bank Direct Purchase
$13,688,125
Covenant Woods
July 2016
Virginia
New Money
Bank Direct Purchase
$29,600,000
Bayview Manor
July 2016
Washington
New Money/Refunding
Fixed-Rate
$57,460,000
Bishop Gadsden
July 2016
South Carolina
Refunding
Bank Direct Purchase
$11,162,500
Friendsview Retirement Community
July 2016
Oregon
New Money/Refunding
Fixed-Rate
$42,140,000
Birch Hill Terrace
July 2016
New Hampshire
New Money/Refunding
Fixed-Rate
$12,680,000
Foulkeways at Gwynedd
June 2016
Pennsylvania
New Money/Refunding
Fixed-Rate
$28,835,000
Kansas Masonic Home
June 2016
Kansas
Refunding
Fixed-Rate
$32,780,000
Meadowlark Hills
June 2016
Kansas
Refunding
Bank Direct Purchase
$42,165,000
Terwilliger Plaza
June 2016
Oregon
Refunding
Fixed-Rate
$13,625,000
Foulton County Medical Center
April 2016
Pennsylvania
Refunding, Fixed-Rate
$25,740,000
Immanuel Lutheran Communities
April 2016
Montana
New Money/Refunding
Bank Direct Purchase
$33,632,000
Seabury
April 2016
Connecticut
New Money
Fixed-Rate
$75,265,000
Waterman Village
February 2016
Florida
Refunding
Bank Direct Purchase
$23,000,000
Christian Health Care Center of Wayne, LLC
December 2015
New Jersey
New Money/Acquisition, Bank Direct Purchase
$16,000,000
Alzheimers Resource Center of Connecticut
December 2015
Connecticut
Refunding, Taxable Defeasance Loan
$12,480,000
The Park Danforth (Home for the Aged and Subsidiaries)
December 2015
Maine
New Money/Refunding, Bank Direct Purchase
$29,935,000
Hill View Retirement Center
December 2015
Ohio
Extension, Bank Direct Purchase
$5,210,022
Methodist Homes of Alabama & Northwest Florida
December 2015
Alabama
Refunding, Taxable Term Loan
$2,500,000
Methodist Homes of Alabama & Northwest Florida
December 2015
Alabama
New Money/Refunding, Fixed-Rate
$85,235,000
Nazareth Living Center
December 2015
Missouri
New Money/Refunding, Fixed-Rate
$36,695,000
Sunny Vista
November 2015
Colorado
New Money/Refunding, Fixed-Rate
$44,185,000
Plymouth Place
October 2015
Illinois
New Money/Refunding
Fixed-Rate
$56,260,000
Rosedale Green
October 2015
Kentucky
New Money/Refunding
Fixed-Rate
$48,700,000
The Pines at Davidson
October 2015
North Carolina
Refunding
Bank Direct Purchase
$11,125,000
Virginia Mennonite Retirement Community, Inc.
October 2015
Kentucky
New Money/Refunding
Bank Direct Purchase
$37,567,984
Tamarisk, Inc.
September 2015
Rhode Island
Refunding, Bank Direct Purchase
$9,360,000
Fox Run at Orchard Park
September 2015
New York
New Money/Refunding
Fixed-Rate
$44,490,000
Catholic Care Campus dba Santa Marta
September 2015
Kansas
New Money/Refunding
Bank Direct Purchase
$16,495,822
Villa St. Benedict
September 2015
Illinois
Refunding
Fixed-Rate
$39,030,000
Westminster Canterbury of Chesapeake Bay
September 2015
Virginia
New Money/Refunding
Bank Direct Purchase
$85,000,000
Heron's Key
August 2015
Washington
New Campus
Fixed-Rate
$145,055,000
Salemtowne
August 2015
North Carolina
New Money
Fixed-Rate
$42,858,000
St. Martin's in the Pines
August 2015
Alabama
New Money/Refunding
Bank Direct Purchase
$20,100,000
The Village at Germantown
August 2015
Tennessee
Taxable Term Loan
$11,620,000
Wartburg Senior Housing, Inc.
August 2015
New York
New Money/Refunding
Fixed-Rate
$11,085,000
Beacon Hill at Eastgate
July 2015
Michigan
New Money/Refunding
Bank Direct Purchase
$59,907,000
Josephine Sunset Home
June 2015
Michigan
Refunding
Bank Direct Purchase
$5,329,188
Pennybyrn at Maryfield
April 2015
North Carolina
Refunding, Fixed-Rate
$66,135,000
Westminster-Canterbury of the Blue Ridge
April 2015
Virginia
Refunding, Bank Direct Purchase
$15,286,215
Marquette
April 2015
Indiana
Refunding, Fixed-Rate
$25,695,000
Church Home of Hartford d/b/a Seabury
April 2015
Connecticut
New Money/Refunding, Fixed-Rate
$34,510,000
Westminster-Canterbury of Richmond
April 2015
Virginia
Refunding, Fixed-Rate
$27,825,033
St. James Place of Baton Rouge
March 2015
Louisiana
Refunding, Fixed-Rate
$56,695,000
Montereau, Inc.
March 2015
Oklahoma
New Money/Refunding
Bank Direct Purchase
$15,640,000
Aldersly Garden Retirement Community
February 2015
California
New Money/Refunding
Fixed-Rate
$6,635,000
North Hill Communities, Inc.
February 2015
Massachusetts
Construction Loan
$35,000,000
Franklin United Methodist Community
January 2015
Indiana
New Money/Refunding
Bank Direct Purchase
$26,500,000
Edgewood Summit
December 2014
West Virginia
Refunding
Bank Direct Purchase
$5,475,000
Friendship Village of Dublin
December 2014
Ohio
New Money/Refunding
Fixed-Rate
$23,315,000
Redstone Village
December 2014
Alabama
Refunding
Bank Direct Purchase
$5,795,000
Shenandoah Valley Westminster-Canterbury of Winchester (SVWC)
December 2014
Virginia
New Money/Refunding
Bank Direct Purchase
$54,266,000
Wake Robin
December 2014
Vermont
Refunding
Bank Direct Purchase
$19,955,000
Sierra Winds Life Care Community
November 2014
Arizona
New Money/Refunding
Fixed-Rate
$33,060,000
The Village at Germantown
October 2014
Tennessee
New Money
Fixed-Rate
$21,940,000
Duncaster
September 2014
Connecticut
New Money
Fixed-Rate
$12,000,000
Falcons Landing
September 2014
Virginia
Refunding
Bank Direct Purchase
$21,226,879
Glacier Hills
September 2014
Michigan
Refunding
Bank Direct Purchase
$4,496,500
Woodland Pond at New Paltz
September 2014
New York
Refunding
Fixed-Rate
$14,620,000
Canterbury Court
August 2014
Georgia
Refunding
Bank Direct Purchase
$40,645,000
Deerfield Episcopal Retirement Community
August 2014
North Carolina
Refunding
Bank Direct Purchase
$24,160,000
Glacier Hills
August 2014
Michigan
Refunding
Bank Direct Purchase
$15,515,000
Glacier Hills
August 2014
Michigan
Refunding
Bank Direct Purchase
$4,000,000
Brethren Hillcrest Homes
July 2014
California
New Money
Fixed-Rate
$38,660,000
Glacier Hills
July 2014
Michigan
Refunding
Bank Direct Purchase
$10,000,000
John Knox Village
July 2014
Missouri
New Money
Fixed-Rate
$21,000,000
Methodist Homes of Alabama & Northwest Florida
July 2014
Alabama
New Money/Refunding
Bank Direct Purchase
$23,500,000
Rose Villa, Inc.
July 2014
Oregon
New Money
Fixed-Rate
$60,610,000
Lourdes Senior Community
June 2014
Michigan
New Money
Bank Direct Purchase
$14,055,000
Mary's Woods at Marylhurst
June 2014
Oregon
New Money/Restructuring
Bank Direct Purchase
$46,760,000
MonteCedro Inc.
June 2014
California
New Money
Fixed-Rate
$140,305,000
Bishop Gadsden
May 2014
South Carolina
Refunding/New Money
Non-bank Qualified Loan
$56,563,209
Royal Oaks
May 2014
Arizona
New Money
Bank Direct Purchase
$41,490,000
South Carolina Episcopal Homes at Still Hopes
April 2014
South Carolina
Refunding/New Money
Bank Direct Purchase
$30,000,000
East Ridge Retirement Village
March 2014
Florida
Repositioning
Fixed-Rate
$68,950,000
The Cedars Obligated Group
February 2014
Maine
Refunding
Bank Direct Purchase
$19,248,000
Air Force Villages
January 2014
Texas
Refunding
Bank Direct Purchase
$9,926,000
The Forest at Duke
January 2014
North Carolina
Term Loan
$6,000,000
Air Force Villages
December 2013
Texas
Refunding
Bank Direct Purchase
$10,000,000
Edgewood Retirement Community
December 2013
Massachusetts
Refunding
Bank Direct Purchase
$40,000,000
Parkview Christian Retirement Community
December 2013
Oregon
Refunding
Bank Direct Purchase
$7,315,000
RiverMead
December 2013
New Hampshire
Refunding
Bank Direct Purchase
$13,550,000
Wake Robin
December 2013
Vermont
LOC Replacement
$14,350,000
Woodlands Retirement Community
December 2013
West Virginia
Refunding
Bank Direct Purchase
$23,000,000
Cornwall Manor
November 2013
Pennsylvania
New Money
Revenue Note
$22,000,000
The Redwoods, A Community of Seniors
November 2013
California
Refunding
Fixed-Rate
$29,970,000
Fleet Landing
October 2013
Florida
New Money
Fixed-Rate
$17,610,000
Peace Village
October 2013
Illinois
Refunding
Fixed-Rate
$22,495,000
Riddle Village
October 2013
Pennsylvania
Refunding
Bank Direct Purchase
$18,610,000
The Pines at Davidson
September 2013
North Carolina
New Money
Bank Direct Purchase
$14,645,000
Acacia Creek A Masonic Senior Living Community
August 2013
California
Bank Solicitation
$93,625,000
Friendship Village of Dublin
August 2013
Ohio
LOC Replacement
$26,535,000
Mary J Drexel Home
August 2013
Pennsylvania
New Money
Bank Direct Purchase
$22,100,000
Mease Manor
August 2013
Florida
New Money
Bank Direct Purchase
$12,700,000
North Hill
July 2013
Massachusetts
Repositioning
Fixed-Rate
$93,625,000
Pennswood Village
July 2013
Pennsylvania
Refunding
Bank Direct Purchase
$44,225,000
Country Manor Campus LLC
June 2013
Minnesota
New Money
Fixed-Rate
$13,445,000
The Hearthstone
June 2013
Washington
New Money/Refunding
Bank Direct Purchase
$25,000,000
Thurston Woods
June 2013
Michigan
Refunding
Bank Direct Purchase
$5,945,858
Plymouth Place Senior Living
May 2013
Illinois
Refunding
Fixed-Rate
$24,330,000
The Huntington at Nashua
May 2013
New Hampshire
Refunding
Bank Direct Purchase
$23,000,000
Fleet Landing
April 2013
Florida
Refunding
Fixed-Rate
$40,050,000
Friends Retirement Concepts, Inc. (Arbor Glen)
April 2013
New Jersey
LOC Extension
$34,035,000
Three Crowns Park
April 2013
Illinois
Private Placement
$3,035,000
Pierce Memorial Baptist Home
March 2013
Connecticut
Refunding
Bank Direct Purchase
$11,454,000
Appalachian Christian Village
February 2013
Tennessee
Refunding
Fixed-Rate
$19,520,000
Catherine Field Home
February 2013
New York
LOC Replacement
$13,115,000
Clement Manor
February 2013
Wisconsin
New Money/Refunding
Bank Direct Purchase
$15,580,000
Emerald Heights
February 2013
Washington
Refunding
Fixed-Rate
$29,845,000
Edgewater, A Wesley Life Active CommunitiyGreenwood Village South
December 2012
Iowa
Non Bank Qualified Direct Purchase
$20,300,000
El Castillo
December 2012
New Mexico
New Money/Refunding
$24,030,000
Epworth Villa
December 2012
Oklahoma
New Money/Refunding
$78,635
Greenwood Village South
December 2012
Indiana
Refinancing/Bank Placement
$31,350,000
Harwood Place, Inc.
December 2012
Wisconsin
Non Bank Qualified Direct Purchase
$12,459,000
Villa Guadalupe
December 2012
Illinois
LOC Renewal
$2,995,000
Saint John's Communities
November 2012
Wisconsin
Non Bank Qualified Direct Purchase
$9,580,000
Terwilliger Plaza
October 2012
Oregon
Refinancing
$18,245,000
Royal Oaks
October 2012
Arizona
LOC Renewal
$27,890,000
Lutheran Home
October 2012
Illinois
New Money/Repositioning
$98,500,000
Westminster Village Terre Haute
October 2012
Indiana
Refunding
$12,175,000
Westminster Village Terre Haute
October 2012
Indiana
Taxable Term Loan
$8,955,000
Kahala Nui
August 2012
Hawaii
Refinancing
$73,400,000
The Barrington of Carmel
August 2012
Indiana
Taxable Corporate
$7,000,000
The Barrington of Carmel
August 2012
Indiana
New Money/Start-Up
$112,020,000
Gilbert Residence
July 2012
Michigan
Construction Loan
$8,000,000
Kansas Masonic Home
July 2012
Kansas
Construction/Term Loan
$16,000,000
Nazareth Living Center
July 2012
Missouri
New Money/Expansion
$8,035,000
The Blakeford at Green Hills
July 2012
Tennessee
Refunding
$29,210,000
North Hill
May 2012
Massachusetts
Construction Loan
$35,000,000
Friendship Village of Tempe
March 2012
Arizona
Refinancing
$77,030,000
Lambeth House
February 2012
Oklahoma
Taxable Term Loan
$44,000,000
Emerald Heights
December 2011
Washington
Bank Construction Loan/Collateral Restructuring
$20,000,000
Kline Galland
December 2011
Washington
Bank Private Placement
$20,880,000
Lourdes
December 2011
Michigan
Bank Placement
$6,935,000
RiverMead
December 2011
New Hampshire
Expansion
$31,210,000
Rolling Green Village
December 2011
South Carolina
Tax-Exempt Bank Loan
$13,500,000
Southminster
December 2011
North Carolina
LOC Replacement
$4,290,000
Well-Spring
December 2011
North Carolina
Taxable Term Loan
$43,160,000
Bishop Gadsden
November 2011
South Carolina
LOC Extension
$17,200,000
Tamarisk, Inc.
November 2011
Rhode Island
Bank Direct Purchase
$10,375,000
Riddle Village
October 2011
Pennsylvania
LOC Replacement
$19,735,000
Riddle Village
October 2011
Pennsylvania
Private Placement
$30,000,000
Virginia Mennonite Retirement Community, Inc.
October 2011
Virginia
LOC Substitution
$30,455,000
Briarwood
September 2011
Massachusetts
LOC Replacement
$8,315,000
Wake Robin
September 2011
Vermont
LOC Extension
$15,355,000
Martin and Edith Stein Assisted Living Residence
August 2011
New Jersey
LOC Substitution
$12,055,000
Sisters of St. Francis of the Holy Cross
July 2011
Wisconsin
Construction/Term Loan
$5,000,000
Brothers of the Holy Cross
June 2011
Indiana
Private Replacement
$2,865,000
Collington
June 2011
Maryland
Affiliation Advisor
$0
Greenwood Village South
June 2011
Indiana
Bank Placement
$21,655,000
Sisters of St. Francis of the Holy Cross
June 2011
Wisconsin
Bank Qualified
$3,150,000
Community Village, Inc. d/b/a/ Hartsfield Village
December 2010
Indiana
LOC Renewal
$21,040,000
Friendship Village of Kalamazoo
December 2010
Michigan
Bank Qualified
$10,640,000
Sunny Vista
December 2010
Colorado
Bank Qualified
$15,965,000
Glacier Hills
November 2010
Michigan
Bank Qualified
$14,000,000
Pennybyrn at Maryfield
November 2010
North Carolina
Bank Qualified
$5,000,000
The Admiral at the Lake
November 2010
Illinois
New Construction
$202,350,000
Mary's Woods at Marylhurst
October 2010
Oregon
Refunding
$28,730,000
Brewster Place
September 2010
Kansas
New Money Financing/Refunding
$9,765,000
AdventCare
July 2010
Massachusetts
New Money Financing
$2,640,000
Baywood Court
June 2010
California
New Money Financing/Refunding
$18,940,000
Jewish Community Housing Corporation of Metropolitan New Jersey
June 2010
New Jersey
Refunding
$19,365,000
Ohio Presbyterian Retirement Services
June 2010
Ohio
New Money Financing
$25,000,000
Green Hill
May 2010
New Jersey
Expansion
$14,275,000
Carleton-Willard Village
March 2010
Massachusetts
New Money Financing/Refunding (LOC Debt)
$17,800,000
Montereau, Inc.
March 2010
Oklahoma
Expansion & Refunding
$115,615,000