Friendship Village of Tempe (Tempe Life Care Village)
February 2025
Tempe, Arizona
Taxable Term Loan
New Money
$13,500,000
Westminster
February 2025
Austin, Texas
Fixed Rate
New Money / Refunding
$83,940,000
Luthercare
February 2025
Lilitz, Pennsylvania
Fixed Rate
Refunding
$31,520,000.
Fairview
January 2025
Groton, Connecticut
BANs
$7,500,000
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
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
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
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