Living Branches
May 2023
Souderton, Pennsylvania
Construction Loan
New Money
$20,000,000
Mirabella at South Waterfront dba Mirabella Portland (Pacific Retirement Services)
May 2023
Portland, Oregon
Cinderella Bonds
New Money / Refunding
$85,000,000
EveryAge (BellaAge Hickory Project)
May 2023
Hickory, North Carolina
Bank Placement
New Community
$31,960,000
Rockwood Retirement Communities
December 2022
Spokane, Washington
Cinderella Bonds /
Line of Credit /
Refunding
$71,748,000
Cloverwood Senior Living (Friendly Senior Living)
November 2022
Pittsford, New York
Bank Placement
Refunding
$18,051,908
Masonic Homes of Kentucky
November 2022
Louisville, Kentucky
Bank Placement &
Taxable Term Loan
Refunding
$21,604,000
Heron’s Key
September 2022
Gig Harbor, Washington
Cinderella Bonds
Refunding
$74,555,000
Friendship Obligated Group
September 2022
Roanoke, Virginia
Bank Placement
New Money / Refunding
$37,873,103
Retirement Housing Foundation
September 2022
Long Beach, California
2017 Bond Defeasance
$71,893,000
Vicar’s Landing (Life Care Ponte Vedra)
September 2022
Ponte Vedra Beach, Florida
Taxable Term Loan
Expansion
$30,000,000
EveryAge (Lake Prince Campus)
September 2022
Suffolk, Virginia
Bank Placement
New Money
$14,000,000
Eskaton Properties, Inc. Obligated Group
August 2022
Carmichael, California
Bank Placement
Refunding
$24,209,000
The View at Goodwin Living
August 2022
Alexandria, Virginia
Taxable Term Loan
Acquisition
$17,775,000
Cornwall Manor
June 2022
Cornwall, Pennsylvania
Bank Placement
New Money / Refunding
$45,000,000
The Outlook at Windhaven Forefront Living
June 2022
Plano, Texas
Fixed Rate
New Campus
$197,735,000
The Convivial Jacaranda Trace
June 2022
Venice, Florida
Fixed Rate
Acquisition
$81,870,000
Eliza Jennings Senior Care Network
June 2022
Cleveland, Ohio
Fixed Rate
Refunding
$24,405,000
Lutheran Homes of South Carolina
May 2022
Irmo, South Carolina
Bank Placement
New Money / Refunding
$27,500,000
The Huntington at Nashua dba Silverstone
April 2022
Nashua, New Hampshire
Bank Placement
New Money / Refunding
$20,000,000
St. John’s United
April 2022
Billings, Montana
Bank Placement
New Money / Refunding
$36,000,000
Wisconsin Illinois Senior Housing
March 2022
Wisconsin & Illinois
Bank Placement
Refunding
Taxable Term Loan
Refunding
$23,991,424
Kendal at Lexington
February 2022
Lexington, Virginia
Fixed Rate
Forward Refunding
$18,910,000
Presbyterian Retirement Communities
January 2022
Orlando, Florida
Fixed Rate
Refunding
$142,585,000
Kendal at Ithaca
January 2022
Ithaca, New York
Fixed Rate / Refunding
$6,355,000
Kendal at Ithaca
January 2022
Ithaca, New York
Fixed Rate
Refunding
$11,545,000
Kendal at Ithaca
January 2022
Ithaca, New York
Fixed Rate
Refunding
$5,190,000
Aberdeen Ridge (Presbyterian Manors of Mid-America)
December 2021
Colorado
New Community
$140,020,000
Oakwood Lutheran Senior Ministries
December 2021
Wisconsin
Fixed Rate
New Money / Refunding
$113,135,000
Lutheran Senior Services
December 2021
Missouri
Fixed Rate
New Money / Refunding
$42,945,000
Masonicare
November 2021
Connecticut
Taxable Term Loan
Refunding
$9,850,000
The United Methodist Retirement Homes
November 2021
North Carolina
Fixed Rate
New Money / Refunding
$49,470,000
Wesley Retirement Services
November 2021
Iowa
Fixed Rate / Refunding
$44,285,000
Greencroft Obligated Group
November 2021
Indiana
Fixed Rate
New Money / Refunding
$67,715,000
RiverWoods Manchester dba Birch Hill Terrace
November 2021
New Hampshire
Bank Direct Purchase / New Money
$8,000,000
RiverWoods Durham
September 2021
New Hampshire
Bank Direct Purchase
New Money / Refunding
$58,980,000
Christian Horizons Obligated Group
September 2021
Missouri
Fixed Rate
New Money / Refunding
$23,850,000
Lifespace Communities
August 2021
Iowa & Florida
Fixed Rate
New Money / Refunding
$120,365,000
Lifespace Communities
August 2021
Iowa
Construction Loan
$55,000,000
Otterbein SeniorLife
August 2021
Ohio
Fixed Rate / Refunding
$8,520,000
Kendal at Oberlin
July 2021
Ohio
Cinderella / Refunding
$13,825,000
Homewood Maryland Obligated Group
July 2021
Maryland
Fixed Rate / Refunding
$50,505,000
BHI Senior Living
June 2021
Indiana
Fixed Rate / Refunding
$58,115,000
Christian Living Neighborhoods
June 2021
Colorado
Fixed Rate
New Money / Refunding
$32,500,000
Holland Home Obligated Group
June 2021
Michigan
Fixed Rate
Refunding / New Money
$42,865,000
Senior Living by Masonicare
April 2021
Connecticut
Taxable Term Loan
$45,000,000
Presbyterian Homes Obligated Group
March 2021
Illinois
Fixed Rate
New Money / Refunding
$67,200,000
Greenwood Village South
February 2021
Indiana
Bank Direct Purchase / Renewal
$31,350,000
Friendsview Retirement Community
December 2020
Oregon
Fixed / New Money
$6,755,000
Forefront Living Plano
December 2020
Texas
Bond Anticipation Notes
$20,575,000
Homewood Retirement Centers (Maryland Obligated Group)
December 2020
Maryland
New Money / Refunding
Bank Direct Purchase
$146,718,252
Homewood Retirement Centers (Pennsylvania Obligated Group)
December 2020
Pennsylvania
New Money / Refunding
Bank Direct Purchase
$22,405,267
The Wesley Communities
November 2020
Ohio
New Money / Refunding
Fixed Rate
$69,535,000
Presbyterian Village North
November 2020
Texas
New Money
Bank Direct Purchase
$32,000,000
Presbyterian Village North
October 2020
Texas
Expansion
Fixed Rate
$45,065,000
Covenant Living Communities and Services
October 2020
Illinois
New Money / Refunding
Fixed Rate
$243,810,000
The Presbyterian Homes
October 2020
North Carolina
Bank Direct Purchase
New Money
$80,000,000
Rockwood Retirement Communities
September 2020
Washington
Expansion
Fixed Rate
$81,355,000
The Presbyterian Homes
September 2020
North Carolina
Expansion
Fixed Rate
$96,035,000
United Methodist Retirement Communities Obligated Group-Porter Hills Presbyterian Village
September 2020
Michigan
Refunding
Fixed Rate
$47,145,000
Magnolia Manor
August 2020
Georgia
New Money / Refunding
Bank Direct Purchase
$45,000,000
Acts Retirement-Life Communities Obligated Group
June 2020
Pennsylvania & Florida
New Money / Refunding
Fixed-Rate
$199,405,000
St. Ann’s Community
December 2019
New York
New Money / Refunding
Fixed-Rate
$108,825,000
Sunnyside Presbyterian Homes
December 2019
Virginia
New Money / Refunding
Fixed Rate
$153,360,000
Lutheran Life Communities Obligated Group
December 2019
Illinois
Refunding
Fixed Rate
$153,360,000
Wesleyan Homes, Inc.
November 2019
Texas
New Money / Refunding
Fixed Rate
$30,545,000
Holland Home Obligated Group
November 2019
Michigan
Refunding
Fixed-Rate
$11,395,000
Lifespace Communities
November 2019
Iowa & Florida
New Money
Fixed-Rate
$106,065,000
Covenant Living Communities & Services
October 2019
Illinois
New Money
Bank Direct Purchase
$45,000,000
Rockwood Retirement Communities
October 2019
Washington
New Money
Fixed-Rate
$39,070,000
Sun Health Services
October 2019
Arizona
New Money/Refunding
Fixed-Rate
$94,345,000
Sun Health Services
October 2019
Arizona
Taxable Bonds
$39,810,000
Christian Living Neighborhoods
September 2019
Colorado
Refunding
$25,770,000
Lutheran Senior Services
September 2019
Missouri
Refunding Fixed Rate
$123,915,000
Presbyterian Manors, Inc.
September 2019
Kansas
New Money / Refunding Fixed Rate
$47,765,000
Holland Home Obligated Group
September 2019
Michigan
New Money/Refunding
Fixed-Rate
$24,225,000
Transforming Age
September 2019
Washington
New Money/Expansion
Fixed-Rate
$143,865,000
Heritage Community of Kalamazoo
September 2019
Michigan
New Money/Refunding
$18,885,000
Menno-Haven, Inc.
September 2019
Pennsylvania
New Money
$25,075,000
The Evergreens Obligated Group
August 2019
New Jersey
Refunding
$23,910,000
The Evergreens (an Affiliate of Acts)
August 2019
New Jersey
New Money/Refunding
Bank Direct Purchase
$23,000,000
Willow Valley Communities
August 2019
Pennsylvania
New Money
$37,250,000
HumanGood – California Obligated Group
July 2019
California
New Money/Refunding
$141,705,000
HumanGood – California Obligated Group
July 2019
California
Taxable
New Money/Refunding
$25,610,000
Shell Point/Alliance Obligated Group & Shell Point/Waterside Health
July 2019
Florida
New Money
$81,160,000
Methodist Retirement Communities
June 2019
Texas
New Money/Refunding
Bank Direct Purchase
$31,625,000
Methodist Retirement Communities
June 2019
Texas
Taxable Term Loan
$9,621,071
Wisconsin-Illinois Senior Housing
June 2019
Illinois/Wisconsin
New Money
Bank Direct Purchase
$5,415,000
The Trousdale Foundation Properties
August 2018
Florida, Ohio, Tennessee
Acquisition
Fixed-Rate
$165,070,000
Lifespace Communities
August 2018
Iowa/Florida
New Money
Fixed-Rate
$165,925,000
The Trousdale Foundation Properties
August 2018
Florida, Ohio, Tennessee
Corporate Bonds
$16,500,000
HumanGood National Obligated Group
May 2018
Arizona
Refunding
Bank Direct Purchase
$16,501,000
HumanGood National Obligated Group
May 2018
California
New Money
Bank Direct Purchase
$20,000,000
Judson Park
May 2018
Washington
Refunding
Fixed-Rate
$17,015,000
The Terraces of Phoenix (HumanGood)
May 2018
Arizona
Refunding
Fixed-Rate
$19,130,000
Presbyterian Manors, Inc.
April 2018
Kansas
New Money/Refunding
Fixed-Rate
$27,800,000
Kendal at Lexington
December 2017
Virginia
New Money
Bank Direct Purchase
$13,000,000
United Church Homes and Services
December 2017
North Carolina
Refunding
Fixed-Rate
$30,285,000
Pinnacle Living Village
December 2017
Virginia
New Money
Fixed-Rate
$54,710,000
Kendal at Lexington
December 2017
Virginia
New Money
Fixed-Rate
$20,380,000
Masonicare (Chester Village)
December 2017
Connecticut
Acquisition
Taxable Term Loan
$10,000,000
United Methodist Retirement Homes
December 2017
North Carolina
New Money/Refunding
Fixed-Rate
$71,970,000
Valley Vista Care Corporation
November 2017
Idaho
New Money/Refunding
Fixed-Rate
$17,630,000
Lutheran Homes of South Carolina
November 2017
South Carolina
Refunding
Fixed-Rate
$12,855,000
Buckner Retirement Services, Inc.
August 2017
Texas
New Money/Refunding
Fixed-Rate
$52,485,000
United Methodist Homes of Connecticut
August 2017
Connecticut
Taxable Term Loan
$13,000,000
Retirement Housing Foundation
August 2017
California
New Money/Refunding
Fixed-Rate
$71,305,000
Retirement Housing Foundation
August 2017
California
Corporate Taxable Bonds
$21,820,000
Episcopal Retirement Services
July 2017
Ohio
Extension
Bank Direct Purchase
$21,540,000
Episcopal Retirement Services
July 2017
Ohio
New Money
Bank Direct Purchase
$18,000,000
Ventana by Buckner
May 2017
Texas
New Campus LPC
Fixed-Rate
$232,345,000
Sunnyside Presbyterian Home dba Sunnyside
May 2017
Virginia
New Money
Bank Direct Purchase
$16,000,000
Sunnyside Presbyterian Home dba Sunnyside
April 2017
Virginia
Extension
Bank Direct Purchase
$24,295,192
Lutheran Homes of South Carolina
April 2017
South Carolina
Refunding
Bank Direct Purchase
$19,680,127
Pinnacle Living fka Virginia Methodist Homes
April 2017
Virginia
New Money/Refunding
Bank Direct Purchase
$50,655,000
Northwest Senior Housing Corp - Edgemere
March 2017
Texas
New Money/Refunding
Fixed-Rate
$21,685,000
Collington Episcopal Life Care Community
March 2017
Maryland
New Money/Refunding
Fixed-Rate
$63,995,000
Park Point Village, an Acts Retirement-Life Community
February 2017
South Carolina
Extension
Bank Direct Purchase
$28,500,000
Covenant Retirement Communities
February 2017
Illinois
Refunding
Bank Direct Purchase
$52,070,000
Miami Jewish Health Systems
January 2017
Florida
New Money/Refunding
Fixed-Rate
$44,035,000
BHI Senior Living
December 2016
Indiana
New Money
Fixed-Rate
$34,000,000
The United Methodist Retirement Homes
December 2016
North Carolina
New Money
Bank Direct Purchase
$39,337,000
Concordia Lutheran Ministries
December 2016
Pennsylvania
LOC Extension/LOC Conversion
Bank Direct Purchase
$53,825,000
Arcadia Family of Communities
December 2016
Hawaii
Refunding
Bank Direct Purchase
$64,799,000
Lifespace Communities
November 2016
Iowa & Florida
New Money
Fixed-Rate
$69,545,000
Masonicare
November 2016
Connecticut
New Money/Refunding
Fixed-Rate
$115,785,000
Orlando Senior Health Network
October 2016
Florida
Refunding
Bank Direct Purchase
$18,555,000
Holland Home Obligated Group
October 2016
Michigan
New Money/Refunding
Fixed-Rate
$39,635,000
United Methodist Retirement Community
October 2016
Michigan
New Money
Bank Direct Purchase
$15,000,000
Masonic Home Independent Living II - The Meadow & Grove Pointe
October 2016
Kentucky
New Money (Major Expansion)/Refunding
Fixed-Rate
$122,880,000
Ohio Presbyterian Retirement Services
October 2016
Ohio
Refunding
Fixed-Rate
$21,955,000
MRC Senior Living - The Langford
October 2016
Texas
New Campus
Fixed-Rate
$59,930,000
Brazos Presbyterian Homes
October 2016
Texas
Refunding
Fixed-Rate
$67,610,000
Lake Prince Center and United Church Homes and Services Obligated Group
October 2016
Virginia
Refunding
Fixed-Rate
$18,940,000
Asbury, Inc.
October 2016
Tennessee
New Money
Bank Direct Purchase
$18,000,000
Asbury, Inc.
October 2016
Tennessee
Refunding
Bank Direct Purchase
$6,236,858
Goodwin House
September 2016
Virginia
Refunding
Bank Direct Purchase
$58,136,005
Christian Living Neighborhoods
September 2016
Colorado
Refunding
Fixed-Rate
$66,610,000
Kendal at Lexington
September 2016
Virginia
Refunding
Fixed-Rate
$28,210,000
Lutheran Senior Services_0916
September 2016
Missouri
New Money/Refunding
Fixed-Rate
$100,680,000
Presbyterian Homes Obligated Group
September 2016
North Carolina
Refunding
Fixed-Rate
$29,220,000
Presbyterian Homes Obligated Group
September 2016
North Carolina
Refunding
Bank Direct Purchase
$48,690,837
Asbury, Inc.
September 2016
Tennessee
New Money/Refunding
Fixed-Rate
$23,170,000
Shell Point Retirement Community
September 2016
Florida
New Money/Refunding
Bank Direct Purchase
$147,514,000
Blue Skies of Texas
September 2016
Texas
Refunding
Fixed-Rate
$124,020,000
Goodwin House
August 2016
Virginia
Refunding
Fixed-Rate
$65,880,000
Presbyterian Retirement Communities Northwest
August 2016
Washington
New Money/Refunding
Fixed-Rate
$130,290,000
MRC Crestview
August 2016
Texas
Refunding
Fixed-Rate
$49,000,000
Acts Retirement-Life Communities
June 2016
Pennsylvania, Florida, Georgia
New Money/Refunding
Fixed-Rate
$209,940,000
Baptist Life Communities
June 2016
Kentucky
New Money/Refunding
Fixed-Rate
$64,420,000
Sunset Retirement Communities
June 2016
Michigan
Refunding, Bank Direct Purchase
$10,505,000
Acts-Retirement Life Communities
June 2016
Pennsylvania
Private Placement
$22,275,000
Epworth Living at The Ranch
June 2016
Oklahoma
New Campus Financing
Fixed-Rate
$110,960,000
Buckner Retirement Services
April 2016
Texas
New Money/Refunding
Fixed-Rate
$89,260,000
The Presbyterian Homes, Inc.
April 2016
North Carolina
New Money
Bank Direct Purchase
$20,000,000
United Methodist Retirement Homes
April 2016
North Carolina
Refunding
Fixed-Rate
$34,485,000
Presbyterian Homes Obligated Group
April 2016
Illinois
Refunding
Fixed-Rate
$102,945,000
Kendal at Hanover
April 2016
New Hampshire
Refunding
Fixed-Rate
$18,305,000
Christian Homes, Inc.
March 2016
Illinois
New Money/Refunding
Fixed-Rate
$29,885,000
Christian Care Centers, Inc.
March 2016
Texas
New Campus
Fixed-Rate
$26,205,000
Willow Valley Communities
February 2016
Pennsylvania
New Money/Refunding
Fixed-Rate
$38,225,018
Concordia Lutheran Obligated Group
February 2016
Pennsylvania
Variable Rate Demand Bonds
Refunding
$40,250,000
Concordia Lutheran Obligated Group
February 2016
Pennsylvania
LOC Replacement/Placement Agent
$25,225,000
Lutheran Senior Services
January 2016
Missouri
New Money
Fixed-Rate
$53,320,000
Orlando Senior Health Network
December 2015
Florida
New Money/Refunding, Bank Direct Purchase
$39,044,000
The Terraces of Phoenix
December 2015
Arizona
Refunding, Bank Direct Purchase
$37,435,000
United Church Homes and Services
December 2015
North Carolina
New Money/Refunding, Bank Direct Purchase
$31,570,000
Southern California Presbyterian Homes and Services dba be.group
December 2015
New Money/Refunding, Bank Direct Purchase
$47,899,998
ACTS Retirement-Life Communities
November 2015
Pennsylvania
Standby Bond Purchase Agreement Substitution
$71,780,000
Messiah Lifeways
October 2015
Pennsylvania
New Money, Bank Direct Purchase
$72,975,000
Querencia at Barton Creek
October 2015
Texas
New Money/Refunding
Fixed-Rate
$50,690,000
Methodist Retirement Communities
September 2015
Texas
BANs
$5,135,000
Buckingham Senior Living Community, Inc.
August 2015
Texas
New Money
Fixed-Rate
$109,380,000
Saint John's Lutheran Ministries
August 2015
Montana
New Money/Refunding
Bank Direct Purchase
$25,000,000
Lutheran Social Services of Michigan
July 2015
Michigan
New Money/Refunding
Bank Direct Purchase
$43,870,000
The Arlington of Naples
July 2015
Florida
New Money/Phase II
Fixed-Rate
$20,925,000
The Presbyterian Homes, Inc.
July 2015
North Carolina
Refunding
Bank Direct Purchase
$14,712,108
Edgemere
June 2015
Texas
New Money/Refunding, Fixed-Rate
$94,190,000
Episcopal Senior Communities
June 2015
California
New Money/Refunding
Bank Direct Purchase
$8,718,000
Oxbow Lake Center (St. Therese)
June 2015
Minnesota
New Money/Refunding, Bank Direct Purchase
$30,777,602
Messiah Lifeways
May 2015
Pennsylvania
New Money/Refunding, Fixed-Rate
$24,080,000
American Baptist Homes of the West (ABHOW)
May 2015
California Obligated Group
New Money/Refunding, Fixed-Rate
$52,080,000
Goodwin House Incorporated
May 2015
Virginia
New Money/Refunding, Fixed-Rate
$68,815,000
United Church Homes & Services
April 2015
North Carolina
Refunding, Fixed-Rate
$23,180,000
River Woods at Exeter
April 2015
New Hampshire
Refunding, Bank Direct Purchase
$61,825,000
Covenant Retirement Communities
April 2015
Illinois
Refunding, Bank Direct Purchase
$22,340,000
Covenant Retirement Communities
April 2015
Illinois
Refunding, Fixed-Rate
$112,805,000
Lifespace Communities
March 2015
Florida
Refunding, Fixed-Rate
$43,730,000
Lifespace Communities
March 2015
Illinois
Refunding, Fixed-Rate
$39,640,000
S.P.J.S.T. Senior Living
February 2015
Texas
New Money/Refunding
Bank Direct Purchase
$17,300,000
Holland Home
December 2014
Michigan
Refunding
Bank Direct Purhcase
$23,050,000
Kendal at Ithaca
December 2014
New York
Refunding
Fixed-Rate
$31,720,000
United Methodist Retirement Homes
December 2014
North Carolina
New Money/Refunding
Bank Direct Purchase
$16,630,000
Wesleyan Homes, Inc.
December 2014
Texas
New Money/Refunding
Fixed-Rate
$53,080,000
St. Therese of Woodbury
November 2014
Minnesota
New Campus
Fixed-Rate
$53,245,000
Buckingham Senior Living Community, Inc.
October 2014
Texas
New Money
Fixed-Rate
$18,575,000
Christian Care Centers, Inc.
September 2014
Texas
New Money/Refunding
Fixed-Rate
$33,770,000
Wesley Homes
September 2014
Washington
New Money
Bank Private Placement
$10,000,000
Miralea (Masonic Homes of Kentucky)
August 2014
Kentucky
New Money
Bank Direct Purchase
$13,000,000
Missions United
August 2014
Montana
New Money/Refunding
Bank Direct Purchase
$30,000,000
Presbyterian Manors, Inc.
August 2014
Kansas
New Money
Fixed-Rate
$30,800,000
United Methodist Retirement Homes
July 2014
North Carolina
Refunding
Bank Direct Purchase
$12,025,000
Lutheran Senior Services
June 2014
Missouri
New Money/Refunding
Fixed-Rate
$79,475,000
Presbyterian Retirement Communities
June 2014
Florida
Refunding
Fixed-Rate
$44,970,000
Retirement Housing Foundation
June 2014
California
Refunding
Bank Direct Purchase
$110,120,000
Lutheran Senior Services
May 2014
Missouri
Refunding
Bank Direct Purchase
$50,000,000
Sunset Retirement Communities & Services
May 2014
Michigan
New Money/Refunding
Bank Direct Purchase
$34,130,000
Diakon Lutheran Social Ministries
April 2014
Pennsylvania
Letter of Credit
Bank Direct Purchase
$71,341,000
Phoebe-Devitt Homes Obligated Group
April 2014
Pennsylvania
New Money/Refunding
Bank Direct Purchase
$18,249,000
MRC The Crossings
March 2014
Texas
New Money
Fixed-Rate
$73,465,000
Rockwood Retirement Communities
February 2014
Washington
Repositioning/Refunding
Fixed-Rate
$103,755,000
The Terraces of Boise
January 2014
Idaho
New Money
Fixed-Rate
$103,185,000
Concordia Lutheran Obligated Group
December 2013
Ohio
Refunding
Bank Direct Purchase
$20,310,000
Greencroft Obligated Group
December 2013
Indiana
New Money/Refunding
Bank Direct Purchase
$31,000,000
Greencroft Obligated Group
December 2013
Indiana
New Money/Refunding
Fixed-Rate
$43,975,000
Phoebe-Devitt Homes Obligated Group
December 2013
Pennsylvania
VRDB Conversion
$33,285,000
Redstone Presbyterian SeniorCare
December 2013
Pennsylvania
Refunding
Bank Direct Purchase
$59,442,000
Smith Crossing
December 2013
Illinois
Refunding
Bank Direct Purchase
$40,000,000
The Arlington of Naples
December 2013
Florida
New Campus
Fixed-Rate
$190,295,000
Ohio Presbyterian Retirement Services
November 2013
Ohio
New Money
Fixed-Rate
$50,550,000
Poway RHF Housing, Inc.
November 2013
California
Refunding
Fixed-Rate
$13,345,000
Porter Hills
September 2013
Michigan
Refunding
Bank Taxable Term Loan
$51,860,000
Presbyterian Manors, Inc.
August 2013
Kansas
New Money/Refunding
Fixed-Rate
$85,055,000
Kendal at Hanover
August 2013
New Hampshire
LOC Replacement
Bank Direct Purchase
$41,470,000
Magnolia Manor Obligated Group
August 2013
Georgia
Refunding
Fixed-Rate
$35,840,000
United Methodist Retirement Communities
August 2013
Michigan
New Money
Fixed-Rate
$11,000,000
BHI Senior Living, Inc.
July 2013
Indiana
New Money
Fixed-Rate
$22,015,000
Covenant Retirement Communities
July 2013
California/Colorado
New Money/Refunding
Fixed-Rate
$59,995,000
WesleyLife
July 2013
Iowa
LOC Replacement
$30,525,000
Presbyterian Retirement Communities of Kentucky
June 2013
Kentucky
Refunding
Bank Direct Purchase
$9,780,000
Inverness Village
June 2013
Oklahoma
Refunding
Fixed-Rate
$24,110,000
Lutheran Homes of South Carolina
June 2013
South Carolina
New Money/Refunding
Fixed-Rate
$35,450,000
Presbyterian Retirement Communities Northwest
June 2013
Washington
Refunding
Fixed-Rate
$14,840,000
Kendal at Oberlin
May 2013
Ohio
New Money
Bank Direct Purchase
$6,125,000
Kendal at Oberlin
May 2013
Ohio
New Money/Refunding
Fixed-Rate
$21,600,000
Sears Methodist Retirement System Obligated Group
May 2013
Texas
Private Placement
$22,455,000
Bluestem Communities
April 2013
Kansas
Refunding
Bank Direct Purchase
$12,324,000
The Terraces at Los Altos
February 2013
California
Repositioning
Fixed-Rate
$71,250,000
Episcopal Communities & Services
December 2012
California
Refinancing
$64,160,000
Eliza Jennings
December 2012
Ohio
Non Bank Qualified Direct Purchase
$21,300,000
Episcopal Senior Communities
December 2012
California
Repositioning/
Expansion
$127,480,000
MRC The Crossings
December 2012
Texas
BANs
$7,654,000
Kendal at Ithaca
November 2012
New York
Refunding
$8,985,000
Milwaukee Catholic Home, Inc.
November 2012
Wisconsin
Non Bank Qualified Direct Purchase
$5,300,000
United Methodist Retirement Community
November 2012
Michigan
Refunding
Bank Direct Purchase
$11,520,000
United Methodist Retirement Community
November 2012
Michigan
Non Bank Qualified Direct Purchase
$10,000,000
Asbury Pennsylvania Obligated Group
October 2012
Pennsylvania
Refunding
$51,640,000
Christian Living Communities
October 2012
Colorado
Refunding
$49,195,000
LindenGrove
October 2012
Wisconsin
New Money/Refunding
$17,390,000
LindenGrove
October 2012
Wisconsin
Non Bank Qualified Direct Purchase
$15,015,000
Masonic Homes of Kentucky
October 2012
Kentucky
Refunding
$49,655,000
Peninsula United Methodist Homes, Inc.
October 2012
Maryland & Delaware
Taxable Term Loan
$14,775,000
Peninsula United Methodist Homes, Inc.
October 2012
Maryland & Delaware
LOC Renewal
$27,890,000
Masonicare
September 2012
Connecticut
LOC Replacement
$73,680,000
Masonicare
September 2012
Connecticut
Non Bank Qualified Direct Purchase
$33,000,000
River Woods
September 2012
New Hampshire
Non Bank Qualified Direct Purchase
$65,605,000
The Terraces at San Joaquin Gardens
September 2012
California
Repositioning/
Renovation
$71,035,000
Covenant Retirement Communities
August 2012
Illinois
Refunding
$150,170,000
Luther Manor
August 2012
Wisconsin
Non Bank Qualified Direct Purchase
$21,170,000
ACTS Retirement-Life Communities
July 2012
Georgia
Refunding
$12,080,000
ACTS Retirement-Life Communities
July 2012
Pennsylvania
Refunding
$80,465,000
ACTS Retirement-Life Communities
July 2012
Florida
Refunding
$13,330,000
Concordia Lutheran Ministries
June 2012
Pennsylvania
Tax-Exempt VRDBs
$25,225,000
Concordia Lutheran Ministries
June 2012
Pennsylvania
Taxable VRDBs
$4,275,000
Holland Home Obligated Group
June 2012
Michigan
Refunding
$50,390,000
Inverness Village
May 2012
Oklahoma
Refunding
$47,130,000
Inverness Village
May 2012
Oklahoma
LOC Renewal & Extension
$25,000,000
Christian Care Communities
March 2012
Kentucky
LOC Renewal & Extension
$14,455,000
Covenant Retirement Communities
March 2012
Illinois
Construction Loan
$13,500,000
Goodwin House Incorporated
March 2012
Virginia
LOC Renewal & Extension
$25,000,000
American Baptist Homes of the West (ABHOW)
January 2012
California
Bank Placement
$20,000,000
Concordia Lutheran Village
January 2012
Illinois
LOC Replacement
$43,160,000
Asbury Pointe
December 2011
New York
Refunding
$7,790,000
Covenant Retirement Communities
December 2011
Illinois
Direct Placement
$15,830,000
Covenant Retirement Communities
December 2011
Illinois
Direct Placement
$43,335,000
MRC Crestview
December 2011
Texas
New Money/Phase II
$28,295,000
New England Deaconess Association
December 2011
Massachusetts
Refunding
$52,250,000
Shell Point Retirement Community
December 2011
Florida
Refunding
$12,065,000
Total Longterm Care, Inc.
December 2011
Colorado
New Money
Financing/PACE
$7,000,000
Christian Homes, Inc.
November 2011
Illinois
Line of Credit
$10,000,000
Christian Living Communities
November 2011
Colorado
Bank Placement/Clermont Park Phase II
$12,000,000
Christian Living Communities
November 2011
Colorado
New Money Financing/Clermont Park Phase II
$24,445,000
Diakon Lutheran Social Ministries
November 2011
Pennsylvania
Refinancing-Mortgage Loan
$4,500,000
Phoebe-Devitt Homes
November 2011
Pennsylvania
LOC Replacement
$5,240,000
Sunset Retirement Communities
November 2011
Ohio
Fixed-Rate Refunding
$18,925,000
Episcopal Senior Communities
October 2011
California
New Money Financing/Refunding
$62,200,000
The Terraces at Bonita Springs
October 2011
Ohio
New Construction CCRC
$143,120,000
American Baptist Homes of the West (ABHOW)
September 2011
California
LOC Bank Replacement
$15,000,000
BHI Senior Living, Inc.
September 2011
Indiana
New Money Financing/Expansion
$29,000,000
Fox Run
September 2011
New York
LOC Extension
$4,800,000
Lutheran Senior Services
September 2011
Missouri
New Money Financing/Expansion & Renovation
$47,425,000
Masonic Home Independent Living II, Inc. - Miralea Project
August 2011
Kentucky
New Community
$43,785,000
Mission Ridge
August 2011
Montana
Bank Placement
$10,000,000
St. John's Lutheran Ministries
August 2011
Montana
Bank Placement
$4,500,000
The Arlington of Naples
June 2011
Florida
BANs Issue
$10,900,000
Smith Crossing
February 2011
Illinois
Construction Loan Phase 2B
$30,500,000
United Methodist Retirement Community
December 2010
Michigan
Bank Qualified
$12,500,000
ACTS Retirement-Life Communities
November 2010
Pennsylvania
Expansion & Renovation
$54,630,000
Redstone Presbyterian SeniorCare
November 2010
Pennsylvania
Refunding
$30,000,000
Asbury Pennsylvania Obligated Group
October 2010
Maryland
Refunding
$74,630,000
Lifespace Communities
October 2010
Iowa
New Money
Financing/Refunding
$30,385,000
Christian Homes, Inc.
September 2010
Illinois
New Money Financing/Refunding
$25,000,000
Lutheran Senior Services
September 2010
Missouri
New Money Financing/Expansion & Renovation
$38,300,000
Pleasant View Luther Home
September 2010
illinois
New Money Financing/
Repositioning
$16,695,000
Total Longterm Care, Inc.
September 2010
Colorado
New Money Financing/PACE/Refunding
$28,000,000
Crestview Retirement Community
August 2010
Texas
New Money Financing/Repositioning
$27,250,000
GreenFields of Geneva
August 2010
Illinois
New Community CCRC
$117,600,000
Park Place of Emlmhurst
May 2010
Illinois
New Community CCRC
$175,540,000
La Loma Village (Sun Health Senior Living)
April 2010
Arizona
Private Placement
$42,000,000
Friendship Village of Schaumburg
March 2010
Illinois
New Money Financing/Refunding (LOC Debt)
$33,610,000
Aberdeen Heights
February 2010
Missouri
New Community CCRC
$178,825,000
American Baptist Homes of the West (ABHOW)
February 2010
California
Expansion/Refunding
$106,580,000
Mirador
February 2010
Texas
New Community CCRC
$79,040,000