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ZIEGLER INVESTMENT BANKING

SENIOR LIVING TRANSACTIONS

The Heritage of Green Hills

March 2024

Shillington, Pennsylvania

Bank Placement
Refunding

$47,000,000

Sold a 100-bed SNF

March 2024

Chicago, Illinois

Sell-Side Advisor

The United Methodist Retirement Homes

February 2024

Greenville, North Carolina

Fixed Rate
New Money / Expansion

$67,180,000

Pleasant View Retirement Communities

February 2024

Manheim, Pennsylvania

Bank Placement
New Money

$18,900,000

Sold a 67-Unit IL/AL Community

January 2024

Elkhart Lake, Wisconsin

Sell-Side Advisor

Williamsburg Landing

January 2024

Williamsburg, Virginia

Bank Placement

$15,000,000

Convivial Jacaranda Trace

December 2023

Venice, Florida

Private Placement

$10,500,000

Good Shepherd Home

December 2023

Fostoria, Ohio

Bank Placement
New Money / Refunding

$7,000,000

Willow Valley Communities

December 2023

Willow Street, Pennsylvania

Bank Placement & Line of Credit
New Money

$35,000,000

Christian Health (Siena Village of Wayne)

December 2023

Wayne, New Jersey

Bank Placement
Refunding

$13,428,000

Beacon Hill at Eastgate

December 2023

Grand Rapids, Michigan

Bank Placement
New Money

$6,000,000

Westminster Canterbury on Chesapeake Bay

December 2023

Virginia Beach, Virginia

Fixed Rate
New Money / Expansion

$423,480,000

Williamsburg Landing

December 2023

Williamsburg, Virginia

Fixed Rate
New Money / Expansion

$61,910,000

Acquired a 72-Unit AL/MC Community

December 2023

Wisconsin

Financial Advisor

Acts Retirement-Life Communities

December 2023

Fort Washington, Pennsylvania

Fixed Rate
New Money / Refunding

$68,530,000

Sold a 41-Unit AL/MC Community

December 2023

Fort Wayne, Indiana

Sell-Side Advisor

Sold a 316-Unit LPC

November 2023

Birmingham, Alabama

Sell-Side Advisor

Christian Health

October 2023

Wyckoff, New Jersey

Bank Placement
New Money

$20,000,000

Ararat Home of Los Angeles

October 2023

Mission Hills, California

Fixed Insured
New Money

$10,915,000

Shenandoah Valley Westminster-Canterbury

October 2023

Winchester, Virginia

Bank Placement
New Money

$52,500,000

Josephine Caring Community

October 2023

Stanwood, Washington

Taxable Term Loan

$8,000,000

Sold a 3-Community SNF Portfolio

October 2023

Californina

$35,640,000

Sell-Side Advisor

Financing to Acquire an IL/AL/MC Community

August 2023

Greensboro, Georgia

$20,500,000

Financial Advisor

Emerald Heights

August 2023

Redmond, Washington

Fixed Rate
New Money/Refunding

$118,330,000

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

Sold a 135-Bed SNF

July 2023

Chicago, Illinois

Sell-Side Advisor

Sold a 246-Bed/Unit SNF/ALF Community

June 2023

Garfield Heights, Ohio

Sell-Side Advisor

Pleasant View Retirement Communities

June 2023

Manheim, Pennsylvania

Bank Placement
New Money / Refunding

$11,980,000

Bella Vida at La Cantera Forefront Living

June 2023

San Antonio, Texas

Revenue Bond Anticipation Notes

$22,340,000

Aldersly

June 2023

San Rafael, California

Fixed Insured
Expansion

$61,300,000

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

Freddie Mac Refinancing for a 364-Unit IL/AL/MC Community*

May 2023

Lakewood, Colorado

$105,600,000

Freddie Mac Financing

Sold a 101-Unit IL/AL/MC Community

May 2023

Mequon, Wisconsin

$23,500,000

Sell-Side Advisor

EveryAge (BellaAge Hickory Project)

May 2023

Hickory, North Carolina

Bank Placement
New Community

$31,960,000

Sold a 2-Community MC Portfolio

May 2023

Illinois

$19,000,000

Sell-Side Advisor

Sold a 348-Unit IL/AL Community

May 2023

Elmhurst, Illinois

$15,700,000

Sell-Side Advisor

Sold a 306-Unit CCRC

May 2023

Oregon

$42,000,000

Financial Advisor

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

Pleasant View Retirement Communities

January 2023

Manheim, Pennsylvania

Bank Placement
Refunding

$3,000,000

Bishop Gadsden

January 2023

Charleston, South Carolina

Bank Placement
New Money

$29,200,000

Bethany Home

January 2023

Ripon, California

Expansion
Fixed Insured

$49,560,000

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

Tampa Life Plan Village

December 2022

Tampa, Florida

New Money

$9,000,000

The Highlands at Wyomissing

December 2022

Wyomissing, Pennsylvania

Bank Direct Purchase / Cinderella Bonds / New Money

$67,685,000

Saint Therese of Corcoran

December 2022

Corcoran, Minnesota

Bank Placement
New Community

$18,200,000

Twin Lakes

December 2022

Burlington, North Carolina

Bank Placement
New Money

$58,100,000

Franke Tobey Jones

December 2022

Tacoma, Washington

Bank Placement /
Line of Credit /
Refunding

$26,138,000

Rockwood Retirement Communities

December 2022

Spokane, Washington

Cinderella Bonds /
Line of Credit /
Refunding

$71,748,000

Horizon House

December 2022

Seattle, Washington

Bank Placement /
Line of Credit /
New Money

$50,000,000

Sold a 2-Community CCRC Portfolio

December 2022

California

$34,000,000

Sell-Side Advisor

Sold a 192-Unit CCRC

December 2022

Illinois

Sell-Side Advisor

The Forest at Duke

November 2022

Durham, North Carolina

Bank Placement
New Money

$95,570,000

Cloverwood Senior Living (Friendly Senior Living)

November 2022

Pittsford, New York

Bank Placement
Refunding

$18,051,908

Brewster Place

November 2022

Topeka, Kansas

Fixed Rate
New Money / Refunding

$49,525,000

Masonic Homes of Kentucky

November 2022

Louisville, Kentucky

Bank Placement &
Taxable Term Loan
Refunding

$21,604,000

Sold a 105-Unit IL/AL/MC Community

November 2022

Minnesota

$12,075,000

Sell-Side Advisor

Galloway Ridge

October 2022

Pittsboro, North Carolina

Fixed Rate
New Money

$11,980,000

Fleet Landing (Naval Continuing Care Retirement Foundation)

October 2022

Atlantic Beach, Florida

Bank Placement
New Money / Refunding

$15,000,000

Plymouth Place

October 2022

La Grange, Illinois

Fixed Rate
Expansion

$99,860,000

Whitney Center

October 2022

Hamden, Connecticut

Fixed Rate
Acquisition

$18,120,000

Cedar Community

October 2022

West Bend, Wisconsin

Construction Loan

$41,000,000

La Posada Obligated Group

October 2022

Green Valley, Arizona

Fixed Rate
New Community

$214,770,000

Terwilliger Plaza

September 2022

Portland, Oregon

Taxable Bank Placement /
Line of Credit /
New Money

$6,000,000

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

Financing to acquire and renovate an AL/MC Community

September 2022

Atlanta, Georgia

$9,342,000

Financial Advisor

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

Rose Villa

August 2022

Portland, Oregon

Cinderella Bonds
Line of Credit /
Refunding

$49,404,000

Carmel Valley Manor

August 2022

Carmel-By-The-Sea, California

Fixed Insured
New Money / Refunding

$36,035,000

Green CayLife Plan Village

July 2022

Boynton Beach, Florida

Revenue Bond Anticipation Notes

$36,175,000

Sold a SNF Community

July 2022

Massachusetts

Sell-Side Advisor

Shenandoah Valley Westminster-Canterbury

July 2022

Winchester, Virginia

Bank Placement / New Money

$71,000,000

Emerald Heights

July 2022

Redmond, Washington

Taxable Bank Placement
New Money

$56,000,000

Well·Spring Group

July 2022

Burlington, North Carolina

Taxable Term Loan
New Money / Acquisition

$33,000,000

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

Sold an IL/AL/MC Community

June 2022

Florida

$90,000,000

Sell-Side Advisor

Eliza Jennings Senior Care Network

June 2022

Cleveland, Ohio

Fixed Rate
Refunding

$24,405,000

Catholic Care Center

June 2022

Bel Aire, Kansas

Bank Placement / Construction Loan

New Money / Refunding

$20,233,000

Financing to acquire and renovate an AL/MC Community

June 2022

Charlotte, North Carolina

$7,988,000

Financial Advisor

Financing to acquire an AL/SNF Community

June 2022

Muskego, Wisconsin

$4,952,000

Financial Advisor

Lutheran Homes of South Carolina

May 2022

Irmo, South Carolina

Bank Placement
New Money / Refunding

$27,500,000

Financing to acquire a CCRC

May 2022

Virginia

$35,250,000

Financial Advisor

The Huntington at Nashua dba Silverstone

April 2022

Nashua, New Hampshire

Bank Placement
New Money / Refunding

$20,000,000

Pennswood Village

April 2022

Newtown, Pennsylvania

Taxable Term Loan
New Money

$29,000,000

St. John’s United

April 2022

Billings, Montana

Bank Placement
New Money / Refunding

$36,000,000

Financing to acquire a 2-Community AL/MC Portfolio

April 2022

Florida

$20,525,000

Financial Advisor

Cypress Cove at HealthPark

April 2022

Fort Myers, Florida

Fixed Rate
New Money / Refunding

$68,035,000

Salem Community Corporation dba Briarwood

April 2022

Worcester, Massachusetts

Fixed Rate
Refunding

$38,850,000

Westminster Canterbury Richmond

April 2022

Richmond, Virginia

Fixed Rate
Expansion

$98,195,000

The Cabana at Jensen Beach

April 2022

Jensen Beach, Florida

Private Placement
Subordinate Tax-Exempt Note

$5,025,000