Brio Living Services
October 2025
Grand Rapids, Michigan
Bank Placement
New Money
$113,500,000
Shenandoah Valley Westminster-Canterbury
October 2025
Winchester, Virginia
Bank Placement
New Money
$16,469,896
Carol Woods Retirement Community
October 2025
Chapel Hill, North Carolina
Fixed Rate
New Money / Refinancing
$34,000,000
Friendship Village of Tempe
October 2025
Tempe, Arizona
Fixed Rate
Expansion / Refinancing
$107,525,000
Tel Hai Retirement Community
October 2025
Honey Brook, Pennsylvania
Fixed Rate
New Money / Refunding
$53,465,000
Channing House
October 2025
Palo Alto, California
Fixed Insured
Acquisition
$36,120,000
Frasier
October 2025
Boulder, Colorado
Fixed Rate
Refinancing
$41,400,000
Josephine Caring Community
October 2025
Stanwood, Washington
New Community
Stanwood, Washington
Pennybyrn
September 2025
High Point, North Carolina
Fixed Rate
New Money / Refunding
$41,710,000
Air Force Enlisted Village
September 2025
Shalimar, Florida
Fixed Rate
Expansion / Refunding
$72,000,000
Aberdeen Ridge
September 2025
Colorado Springs, Colorado
New Community
$21,020,000
Pleasant View Communities
September 2025
Manheim, Pennsylvania
Taxable Term Loan
New Money
$9,010,000
Friendship Village of Kalamazoo
August 2025
Kalamazoo, Michigan
Taxable Term Loan
New Money
$8,000,000
Cascade Manor (PRS PNW OG)
August 2025
Medford, Oregon
Construction Loan
$35,334,000
Fleet Landing at Nocatee
August 2025
Ponte Vedra, Florida
New Community
$332,710,000
The Osborn
August 2025
Rye, New York
Construction Loan
$22,000,000
Green Cay Life Plan Village
August 2025
Boynton Beach, Florida
New Community
$3,705,000
Kendal at Oberlin
August 2025
Oberlin, Ohio
Bank Placement / New Money
$6,500,000
Luthercare
August 2025
Lilitz, Pennsylvania
Renewal
Line of Credit
$5,000,000
Luthercare
August 2025
Lilitz, Pennsylvania
Bank Placement
New Money
$25,000,000
Financing for a 114-unit AL/MC community in Florida & a 160-unit AL/MC community in Ohio
July 2025
Florida & Ohio
Advisor
Sold a 41-Unit AL/MC Community
July 2025
Mason, Ohio
Sell-Side Advisor
Bayview
June 2025
Seattle, Washington
Fixed Rate
New Money
$16,510,000
Immanuel Living at Buffalo Hill
June 2025
Kalispell, Montana
Fixed Rate
Expansion / Refinancing
$50,880,000
Jewish Senior Life
May 2025
Rochester, New York
Construction Loan
$26,000,000
Marquette
May 2025
Indianapolis, Indiana
Fixed Rate
New Money / Refunding
$74,920,000
Sold a 155-Unit IL/AL/MC Community
May 2025
Chula Vista, California
Sell-Side Advisor
Collington Episcopal Life Care Community
May 2025
Mitchellville, Maryland
Taxable Term Loan
New Money
$7,000,000
Bethesda Senior Living Communities
May 2025
Colorado Springs, Colorado
Fixed Rate
Refinancing / Expansion
$39,240,000
Wesley Retirement Services
April 2025
Johnston, Iowa
Fixed Rate
New Money
$30,000,000
Acquisition financing for a 5-community IL portfolio
March 2025
Detroit MSA
Acquisition Financing
Friendship Village of Tempe (Tempe Life Care Village)
February 2025
Tempe, Arizona
Taxable Term Loan
New Money
$13,500,000
Placed a third-party manager at an IL community
December 2024
Randolph Center, Vermont
Management Placement
Sun Health Services Obligated Group
December 2024
Surprise, Arizona
Taxable Term Loan
New Money / Refunding
$56,750,000
Lutheran Senior Services
December 2024
St. Louis, Missouri
Fixed Rate
Expansion
$41,830,000
Connecticut Baptist Homes
December 2024
Brooklyn, Connecticut
Bank Placement
New Money / Refunding
$12,870,000
Sold a 123-Bed/Unit MC/SNF community
December 2024
Lebanon, Pennsylvania
Sell-Side Advisor
Masonicare at Rocky Hill (Masonicare)
December 2024
Rocky Hill, Connecticut
Taxable Term Loan
Acquisition
$17,000,000
GingerCare Living
December 2024
Needham, Massachusetts
Fixed Rate
Expansion
$51,230,000
Sold a 201-unit IL Community
December 2024
Irving, Texas
Buy-Side Advisor
Covenant Living Communities
December 2024
Chicago, Illinois
Taxable Term Loan
Renewal
$20,950,000
Christwood
December 2024
Covington, Louisiana
Fixed Rate
New Money / Refunding
$33,780,000
Wartburg
November 2024
Mount Vernon, New York
Taxable Term Loan
New Money / Refunding
$8,400,000
Vicar’s Landing (Life Care Ponte Vedra)
November 2024
Ponte Vedra Beach, Florida
Bank Placement
Expansion
$66,000,000
In an acquisition by
November 2024
Avon, Ohio
Sell-Side Advisor
Covenant Living Communities
October 2024
Chicago, Illinois
Taxable Term Loan
$42,580,000
Brio Living Services
October 2024
Grand Rapids, Michigan
Bank Placement
Series 2014 Renewal
$8,154,336
PRS California Obligated Group
October 2024
Davis, California
Fixed Rate
Expansion / Refinancing
$112,215,000
EveryAge
October 2024
High Point, North Carolina
Bank Placement
New Money
$23,400,000
Presbyterian Manors, Inc.
September 2024
Wichita, Kansas
Fixed Rate
New Money / Refunding
$77,445,000
Shell Point
September 2024
Ft. Myers, Florida
Fixed Rate
Expansion
$98,675,000
EveryAge
September 2024
Wilmington, North Carolina
Fixed Rate
Acquisition
$25,310,000
Convivial – St. Petersburg
September 2024
St. Petersburg, Florida
Revenue Bond Anticipation Notes
$23,400,000
Community First Solutions
September 2024
Hamilton, Ohio
Acquisition / Refunding
$46,125,000
Evergreen Community
August 2024
Olathe, Kansas
Construction Loan
New Money
$14,500,000
Sold a 110-Unit AL/MC Community
August 2024
Beavercreek, Ohio
Sell-Side Advisor
Parkshore Juanita Bay (Transforming Age)
July 2024
Kirkland, Washington
Affiliation
$62,420,000
Sunset Manor (Sunset Senior Communities)
July 2024
Jenison, Michigan
Bank Placement
New Money / Refunding
$52,100,000
The Nottingham (Loretto)
July 2024
Jamesville, New York
Bank Placement
Refunding
$28,141,000
Bayview
July 2024
Seattle, Washington
Fixed Rate
New Money
$13,285,000
Carolina Meadows
July 2024
Chapel Hill, North Carolina
Fixed Rate
New Health Center
$76,170,000
FellowshipLIFE
June 2024
Freehold, New Jersey
Bank Loan
Acquisition
$42,500,000
Silver Maples of Chelsea
June 2024
Chelsea, Michigan
Bank Placement
Refunding
$9,250,000
Covenant Living Communities
June 2024
Chicago, Illinois
Taxable Term Loan
$53,575,000
Lutheran Senior Services
June 2024
St. Louis, Missouri
Fixed Rate
New Money / Refunding
$79,235,000
Lutheran Senior Services
June 2024
St. Louis, Missouri
Taxable Term Loan
$38,375,000
Fairview
June 2024
Groton, Connecticut
Bank Placement
New Money / Refunding
$21,600,000
Brio Living Services
May 2024
Grand Rapids, Michigan
Construction Loan
$15,000,000
HutsonWood at Spring Hill, Inc.
May 2024
Spring Hill, Tennessee
Revenue Bond Anticipation Notes
Subordinate Taxable Note
$17,665,000
United Methodist Homes
April 2024
Binghampton, New York
Bank Placement / Refunding
$52,358,623
John Knox Village
April 2024
Lee’s Summit, Missouri
Fixed Rate
New Money / Refunding
$44,290,000
Village on the Isle (Southwest Florida Retirement Center, Inc.)
April 2024
Venice, Florida
Taxable Term Loan
Expansion
$4,500,000
Sold a 1,000 Unit/Bed, 4-Community CCRC Portfolio
April 2024
Sell-Side Advisor