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
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
Bridge Financing for CCRC Development
May 2024
New York, New York
$25,000,000
Financial Advisor
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
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
Revolving Line of Credit for a Skilled Nursing and Rehabilitation Center
March 2024
Illinois
Financial Advisor
Pleasant View Retirement Communities
February 2024
Manheim, Pennsylvania
Bank Placement
New Money
$18,900,000
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
Williamsburg Landing
December 2023
Williamsburg, Virginia
Fixed Rate
New Money / Expansion
$61,910,000
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
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
August 2023
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
