Skip to main content Skip to footer

ZIEGLER INVESTMENT BANKING

SENIOR LIVING TRANSACTIONS

In an acquisition by

November 2024

Avon, Ohio

$51,214,000

Sell-Side Advisor

Penick Village

November 2024

Southern Pines, North Carolina

Fixed Rate
New Money

$73,295,000

Sold a 273-Bed/Unit Rental CCRC

October 2024

Waterford, Michigan

Sell-Side Advisor

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

Presbyterian Retirement Communities Obligated Group

September 2024

Orlando, Florida

Fixed Rate
New Money / Refunding

$82,270,000

Eskaton Properties, Inc. Obligated Group

September 2024

Carmichael, California

Fixed Rate
New Money / Refunding

$82,895,000

Sold a 110-Unit AL/MC Community

August 2024

Beavercreek, Ohio

Sell-Side Advisor

Garden Spot Village

August 2024

New Holland, Pennsylvania

Fixed Rate
New Money / Refunding

$67,270,000

Trinity Terrace

July 2024

Fort Worth, Texas

Fixed Rate
Refunding

$72,550,000

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

Shell Point

June 2024

Ft. Myers, Florida

Fixed Rate
New Money

$150,060,000

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

Sold a 3-Building 200+ Bed SNF Portfolio

June 2024

Ohio

Sell-Side Advisor

Lutheran Senior Services

June 2024

St. Louis, Missouri

Fixed Rate
New Money / Refunding

$79,235,000

Acquisition Financing for a 114-unit AL/MC Community

June 2024

East Norriton, Pennsylvania

$6,375,000

Financial Advisor

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

Bridge Financing for CCRC Development

May 2024

New York, New York

$25,000,000

Financial Advisor

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

HutsonWood at Spring Hill, Inc.

May 2024

Spring Hill, Tennessee

Revenue Bond Anticipation Notes
Subordinate Taxable Note

$17,665,000

Sold an 80+ bed SNF/ALF

May 2024

Wisconsin

Sell-Side Advisor

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

Sold an AL Community

April 2024

Grand Junction, Colorado

In conjunction with a Private Real Estate Fund

Sell-Side Advisor

The Heritage of Green Hills

March 2024

Shillington, Pennsylvania

Bank Placement
Refunding

$47,000,000

Sold a 122-Bed SNF Community

March 2024

Orangeburg, South Carolina

$11,500,000

Sell-Side Advisor

Acquisition Financing for an 82-Unit AL/MC Community

March 2024

Denison, Texas

$22,605,000

Bank/Bond Financing

Sold a 100-bed SNF

March 2024

Chicago, Illinois

Sell-Side Advisor

Revolving Line of Credit for a Skilled Nursing and Rehabilitation Center

March 2024

Illinois

Financial Advisor

Sold a 177-Unit IL/AL Community

February 2024

Portland, Oregon

Sell-Side Advisor

The United Methodist Retirement Homes

February 2024

Greenville, North Carolina

Fixed Rate
New Money / Expansion

$67,180,000

Sold a 3,250-Bed/Unit IL/AL/MC/SNF, 16-Community Portfolio

February 2024

Across 6 States

$183,000,000

Sell-Side Advisor

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

$9,000,000

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