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MULTI-SITE SENIOR LIVING TRANSACTIONS

BHI Senior Living

May 2024

Indianapolis, Indiana

Construction Loan

$13,000,000

BHI Senior Living

May 2024

Indianapolis, Indiana

Bank Placement/
New Money

$19,000,000

Brio Living Services

May 2024

Grand Rapids, Michigan

Construction Loan

$15,000,000

United Methodist Homes

April 2024

Binghampton, New York

Bank Placement / Refunding

$52,358,623

The United Methodist Retirement Homes

February 2024

Greenville, North Carolina

Fixed Rate
New Money / Expansion

$67,180,000

Convivial Jacaranda Trace

December 2023

Venice, Florida

Private Placement

$10,500,000

Christian Health (Siena Village of Wayne)

December 2023

Wayne, New Jersey

Bank Placement
Refunding

$13,428,000

Acts Retirement-Life Communities

December 2023

Fort Washington, Pennsylvania

Fixed Rate
New Money / Refunding

$68,530,000

Christian Health

October 2023

Wyckoff, New Jersey

Bank Placement
New Money

$20,000,000

Ohio Living Communities

July 2023

Westerville, Ohio

Fixed Rate
New Money/Refunding

$59,925,000

Kiawah Life Plan Village, Inc., Seafields at Kiawah Island

July 2023

Kiawah Island, South Carolina

New Community

$212,930,000

Bella Vida at La Cantera Forefront Living

June 2023

San Antonio, Texas

Revenue Bond Anticipation Notes

$22,340,000

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

Brazos Presbyterian Homes, Inc.

March 2023

Houston, Texas

Bank Placement
New Money / Refunding

$76,000,000

Kendal at Ventura (Ensō Verde)

February 2023

Simi Valley, California

Revenue Bond Anticipation Notes

$29,000,000

Living Branches

January 2023

Lansdale, Pennsylvania

Bank Placement
New Money / Refunding

$19,021,925

Saint Therese of Corcoran

January 2023

Corcoran, Minnesota

New Campus
Bank Loan

$28,800,000

Saint Therese of Corcoran

December 2022

Corcoran, Minnesota

Bank Placement
New Community

$18,200,000

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

La Posada Obligated Group

October 2022

Green Valley, Arizona

Fixed Rate
New Community

$214,770,000

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

The United Methodist Retirement Homes

December 2021

North Carolina

Cinderella Bonds
Refunding

$81,345,000

Methodist Retirement Communities

November 2021

Texas

Cinderella Bonds
Refunding

$116,087,473

Masonicare

November 2021

Connecticut

Taxable Term Loan
Refunding

$9,850,000

Otterbein Homes Obligated Group

November 2021

Ohio

Fixed Rate / Acquisition

$44,985,000

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

Simpson Senior Services

November 2021

Pennsylvania

Fixed Rate / Refunding

$39,435,000

EveryAge

October 2021

North Carolina

Cinderella Bonds / Refunding

$53,935,000

Ohio Living

October 2021

Ohio

Fixed Rate / Refunding

$40,160,000

EveryAge

September 2021

North Carolina

Fixed Rate / Refunding

$22,205,000

Redstone Presbyterian SeniorCare

September 2021

Pennsylvania

Fixed Rate / Refunding

$47,240,000

HumanGood California Obligated Group

September 2021

California

Fixed Rate / New Money

$120,000,000

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

Ascentria Care Alliance

July 2021

Massachusetts

Acquisition

$85,535,000

Vicar’s Landing

July 2021

Florida

Construction Loan

$31,200,000

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

Friendsview Retirement Community

June 2021

Oregon

Fixed Rate
New Money / Refunding

$124,220,000

Vicar’s Landing

June 2021

Florida

Fixed Rate
Expansion / Refunding

$84,430,000

Ensō Village (A Kendal Affiliate)

May 2021

California

New Community

$297,030,000

Tabitha

May 2021

Nebraska

Bank Direct Purchase
New Money

$33,950,000

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

Community First Solutions

February 2021

Ohio

New Money / Refunding
Fixed-Rate

$20,000,000

Springpoint Senior Living

January 2021

New Jersey

New Money / Refunding

$114,820,000

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

HumanGood California Obligated Group

October 2020

California

Refunding
Bank Direct Purchase

$80,245,000

HumanGood California Obligated Group

October 2020

California

New Money / Refunding
Taxable Term Loan

$33,755,000

HumanGood California Obligated Group

October 2020

California

Line of Credit
New Money

$11,000,000

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

Ohio Living Communities

September 2020

Ohio

Expansion
Fixed Rate

$27,885,000

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

Integrace, Inc. (an affiliate of Acts Retirement-Life Communities)

February 2020

Maryland

New Money / Refunding
Fixed-Rate

$99,305,000

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

$12,324,000.00

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