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
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
Greensboro, Georgia
$20,500,000
Financial Advisor
Pleasant View Retirement Communities
June 2023
Manheim, Pennsylvania
Bank Placement
New Money / Refunding
$11,980,000
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
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
Pleasant View Retirement Communities
January 2023
Manheim, Pennsylvania
Bank Placement
Refunding
$3,000,000
Bethany Home
January 2023
Ripon, California
Expansion
Fixed Insured
$49,560,000
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
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
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
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
Whitney Center
October 2022
Hamden, Connecticut
Fixed Rate
Acquisition
$18,120,000
Cedar Community
October 2022
West Bend, Wisconsin
Construction Loan
$41,000,000
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
Carmel Valley Manor
August 2022
Carmel-By-The-Sea, California
Fixed Insured
New Money / Refunding
$36,035,000
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
Construction Financing for an AL Community
April 2022
Oregon
$24,000,000
Bank Placement
Wisconsin Illinois Senior Housing
March 2022
Wisconsin & Illinois
Bank Placement
Refunding
Taxable Term Loan
Refunding
$23,991,424
Smith Crossing
March 2022
Orland Park, Illinois
Fixed Rate
Refunding
$58,415,000
Meadowlark Hills
March 2022
Manhattan, Kansas
New Money / Refunding
$22,840,000
Royal Oaks
February 2022
Sun City, Arizona
Taxable Line of Credit
New Money
$10,000,000
Kendal at Lexington
February 2022
Lexington, Virginia
Fixed Rate
Forward Refunding
$18,910,000
Refinancing of a 3-Community AL/MC/SNF Portfolio
February 2022
Wisconsin
$25,825,000
Financial Advisor
Presbyterian Retirement Communities
January 2022
Orlando, Florida
Fixed Rate
Refunding
$142,585,000
