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SINGLE-SITE SENIOR LIVING TRANSACTIONS

HutsonWood at Spring Hill, Inc.

May 2024

Spring Hill, Tennessee

Revenue Bond Anticipation Notes
Subordinate Taxable Note

$17,665,000

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

The Heritage of Green Hills

March 2024

Shillington, Pennsylvania

Bank Placement
Refunding

$47,000,000

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

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

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

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

Emerald Heights

August 2023

Redmond, Washington

Fixed Rate
New Money/Refunding

$118,330,000

Pleasant View Retirement Communities

June 2023

Manheim, Pennsylvania

Bank Placement
New Money / Refunding

$11,980,000

Aldersly

June 2023

San Rafael, California

Fixed Insured
Expansion

$61,300,000

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

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

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

Horizon House

December 2022

Seattle, Washington

Bank Placement /
Line of Credit /
New Money

$50,000,000

The Forest at Duke

November 2022

Durham, North Carolina

Bank Placement
New Money

$95,570,000

Brewster Place

November 2022

Topeka, Kansas

Fixed Rate
New Money / Refunding

$49,525,000

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

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

Terwilliger Plaza

September 2022

Portland, Oregon

Taxable Bank Placement /
Line of Credit /
New Money

$6,000,000

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

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

Catholic Care Center

June 2022

Bel Aire, Kansas

Bank Placement / Construction Loan

New Money / Refunding

$20,233,000

Pennswood Village

April 2022

Newtown, Pennsylvania

Taxable Term Loan
New Money

$29,000,000

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

Cedar Crest

March 2022

Janesville, Wisconsin

Line of Credit

$30,500,000

Cedar Crest

March 2022

Janesville, Wisconsin

Fixed Rate
Expansion / Refunding

$57,460,000

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

Capital Manor

February 2022

Salem, Oregon

Fixed Rate
New Money / Refunding

$58,400,000

The Redwoods

February 2022

Mill Valley, California

Taxable Fixed Insured
Refunding

$23,550,000

Mt. San Antonio Gardens

February 2022

Pomona, California

Fixed Rate / New Money

$43,780,000

Westminster-Canterbury of the Blue Ridge

January 2022

Charlottesville, Virginia

Fixed Rate
Refunding

$52,960,000

Westminster-Canterbury of the Blue Ridge

January 2022

Charlottesville, Virginia

Fixed Rate
Forward Refunding

$14,935,000

The Cabana at Jensen Beach

January 2022

Jensen Beach, Florida

Acquisition

$52,930,000

The Cabana at Jensen Beach

January 2022

Jensen Beach, Florida

Private Placement
Subordinate Taxable Note

$5,025,000

Goddard Homestead

December 2021

Massachusetts

Bond Anticipation Notes

$7,500,000

Covenant Woods

December 2021

Virginia

Fixed Rate
Refunding

$54,540,000

Frasier

November 2021

Colorado

Fixed Rate / Refunding

$35,455,000

Beacon Hill at Eastgate

November 2021

Michigan

Fixed Rate
New Money / Refunding

$10,490,000

Jerome Home

October 2021

Connecticut

Fixed Rate
New Money / Refunding

$14,860,000

Oak Hammock at the University of Florida

October 2021

Florida

Fixed Rate
New Money / Refunding

$55,645,000

PHW Muskego / Presbyterian Homes of Minnesota

October 2021

Wisconsin

New Community

$36,680,000

Wake Robin Corporation

October 2021

Vermont

Fixed Rate
Refunding

$8,410,000

Wake Robin Corporation

September 2021

Vermont

Fixed Rate
Refunding

$51,220,000

Westminster-Canterbury of Lynchburg

September 2021

Virginia

Bank Direct Purchase
New Money

$2,100,000

Williamsburg Landing

September 2021

Virginia

Fixed Rate / New Money

$71,330,000

Canterbury Court

September 2021

Georgia

Fixed Rate / New Money

$124,805,000

Friendship Village of Tempe

September 2021

Arizona

Fixed Rate / Refunding
Expansion

$104,135,000

eliseo

September 2021

Washington

Fixed Rate / Refunding
Expansion

$91,910,000

Woodside Senior Communities

August 2021

Wisconsin

Bank Direct Purchase / Refunding

$11,700,000

Terwilliger Plaza

August 2021

Oregon

Fixed Rate Expansion
(Green Bonds)

$154,620,000

WindsorMeade

August 2021

Virginia

Cinderella Bonds
Refunding

$29,365,000

WindsorMeade

August 2021

Virginia

Fixed Rate
New Money / Refunding

$26,800,000

WindsorMeade

August 2021

Virginia

Taxable Term Loan
Refunding

$2,075,000

Shell Point Obligated Group

August 2021

Florida

Fixed Rate
New Money / Refunding

$16,405,000

Kiawah Life Plan Village (Seafields at Kiawah Island)

August 2021

South Carolina

BANs

$21,305,000

Arbor Acres

July 2021

North Carolina

Bank Direct Purchase
New Money / Refunding

$62,640,000

Mayflower Retirement Community

July 2021

Florida

Fixed Rate / Expansion

$80,000,000

Plymouth Place

July 2021

Illinois

Private Placement
Variable Rate / Refunding

$58,485,000

Palm Village Retirement Community

July 2021

Reedley, California

Remarketing Agent

Meadowlark Hills

July 2021

Kansas

Fixed Rate
New Money / Refunding

$44,850,000

Buena Vida Estates

June 2021

Florida

Fixed Rate
New Money / Refunding

$32,000,000

Vinson Hall

June 2021

Virginia

Cinderella Bonds / Refunding

$73,311,690

Southminster

June 2021

North Carolina

Taxable Term Loan / New Money

$30,000,000

Friendship Village of Kalamazoo

June 2021

Michigan

Fixed Rate / Refunding

$20,650,000

Westminster

June 2021

Texas

Fixed Rate / Expansion

$56,850,000

Carmel Valley Manor

May 2021

California

Taxable Term Loan / Refunding
Line of Credit / New Money

$10,274,272

The Forest at Duke

May 2021

North Carolina

Fixed Rate / New Money

$44,415,000

Shenandoah Valley Westminster-Canterbury

May 2021

Virginia

Bank Direct Purchase / Refunding

$30,388,088

John Knox Village

May 2021

Missouri

Bank Direct Purchase
New Money

$11,775,000

John Knox Village

May 2021

Missouri

Fixed Rate / New Money

$18,000,000

Piper Shores

March 2021

Maine

Bank Direct Purchase
New Money / Refunding

$90,000,000

Plymouth Place

March 2021

Illinois

Fixed Rate / Refunding

$23,960,000

Lebanon Valley Brethren Home dba Londonderry Village

March 2021

Pennsylvania

Fixed Rate / Refinancing

$17,400,000

Lebanon Valley Brethren Home dba Londonderry Village

March 2021

Pennsylvania

Bank Direct Purchase / Expansion

$21,835,000

Eastmont Living

February 2021

Nebraska

Construction Loan

$38,000,000

Duncaster

December 2020

Connecticut

Bank Direct Purchase
New Money / Refunding

$12,270,000

Christian Health Care Center

December 2020

New Jersey

Bank Direct Purchase
New Money / Refunding

$29,300,000

Royal Oaks Life Care Community

December 2020

Arizona

Construction Loan

$46,000,000

Marquette

December 2020

Indiana

Bank Direct Purchase
Refunding

$26,074,620

Parkview Christian Retirement Community

December 2020

Oregon

Bank Direct Purchase
Refunding

$5,707,000

Parkview Christian Retirement Community

December 2020

Oregon

Taxable Term Loan
New Money / Refunding

$993,000

Royal Oaks (Inspirata Pointe)

December 2020

Arizona

Expansion
Fixed Rate

$90,770,000

Cedar Crest, Inc.

December 2020

Wisconsin

Line of Credit
New Money/Renewal

$15,555,000

Westminster Canterbury Richmond

October 2020

Virginia

Fixed Rate
New Money/Refunding

$47,340,000

The Mayflower Retirement Community

October 2020

Florida

Expansion
Fixed Rate

$60,135,000

Notre Dame Health Care

October 2020

Massachusetts

Bank Direct Purchase
New Money / Refunding

$33,628,308

Cypress Cove at HealthPark Florida

October 2020

Florida

Bank Direct Purchase & Taxable Term Loan
New Money/Refunding

$107,720,000

Lakeside at Waterman Village

September 2020

Florida

Expansion
Fixed Rate

$126,340,000

Eastmont Living

September 2020

Nebraska

Bank Direct Purchase
New Money/Refunding

$15,300,000

Heritage Community of Kalamazoo

September 2020

Michigan

Expansion
Fixed Rate

$47,850,000

Pennybyrn at Maryfield

August 2020

North Carolina

Fixed Rate/Expansion

$47,840,000

Stevenson Oaks (Methodist Retirement Communities)

August 2020

Texas

New Campus

$131,405,000

Tampa Life Plan Village

July 2020

Florida

Private Placement

$69,965,000

McLean

July 2020

Connecticut

Fixed Rate/New Money

$64,845,000

Brethren Hillcrest Homes

July 2020

California

Bank Direct Purchase
New Money/Refunding

$42,610,000

Frasier Meadows Manor

July 2020

Colorado

Bank Direct Purchase
Refunding

$39,100,000

Frasier Meadows Manor

July 2020

Colorado

Taxable Term Loan
Refunding

$10,900,000

Life Care Ponte Vedra dba Vicar’s Landing

July 2020

Florida

Bank Direct Purchase/New Money

$20,000,000

Michigan Christian Home dba Beacon Hill at Eastgate

July 2020

Michigan

Bank Direct Purchase/New Money

$22,550,000

Warm Hearth Village

July 2020

Virginia

Taxable Term Loan/New Money/Refunding

$17,990,000

Westminster

June 2020

Texas

Bank Direct Purchase
New Money/Refunding

$110,875,000

Rose Villa

June 2020

Oregon

New Money
Fixed-Rate

$77,845,000

The Village at Germantown

June 2020

Tennessee

Bank Direct Purchase
Refunding

$45,195,000

Pleasant View Retirement Community

June 2020

Pennsylvania

Bank Direct Purchase
New Money/Refunding

$53,030,779

Woodlands Retirement Community (Foster Foundation)

May 2020

West Virginia

Bank Direct Purchase
New Money/Refunding

$20,737,500

Well•Spring Retirement Community

March 2020

North Carolina

Bank Direct Purchase/New Money

$22,410,000

Mosaic Real Estate, LLC

February 2020

Pennsylvania

Taxable Term Loan/New Money

$12,000,000

Woodlands at Furman

January 2020

South Carolina

Bank Direct Purchase/New Money

$35,695,000

Enso Village

December 2019

California

New Money
Bond Anticipation Note (BAN)

$12,350,000

Legacy Pointe at UCF

December 2019

Florida

New Money
Fixed-Rate

$172,885,000

St. Camillus Health System, Inc.

December 2019

Wisconsin

New Money/Refunding
Fixed-Rate

$200,440,000

Village On The Isle

December 2019

Florida

Refunding
Fixed-Rate

$17,330,000

Sharon Towers

December 2019

North Carolina

New Money/Refunding
Fixed-Rate

$75,940,000

Bishop Gadsden

December 2019

South Carolina

New Money
Fixed-Rate

$50,555,000

Bishop Gadsden

December 2019

South Carolina

New Money
Bank Direct Purchase

$50,000,000

Carleton-WIllard Village

December 2019

Massachusetts

Refunding
Fixed-Rate

$14,720,000

The Glen Retirement System

November 2019

Louisiana

New Money/Refunding
Fixed-Rate

$46,985,000

El Castillo Retirement Residences

October 2019

New Mexico

New Money
Fixed-Rate

$64,890,000

Canterbury Court

October 2019

Georgia

New Money/Refunding
Fixed-Rate

$51,240,000

Friendship Village of Tempe

October 2019

Arizona

New Money
Fixed-Rate

$33,460,000

Whitney Center

September 2019

Connecticut

New Money/Refunding
Fixed-Rate

$55,595,000

Twin Lakes Community

September 2019

North Carolina

New Money/Refunding
Fixed-Rate

$42,860,000

Peace Village

September 2019

Illinois

New Money / Refunding
Bank Direct Purchase

$25,950,000

The Vista

August 2019

New Jersey

New Money Expansion
Fixed Rate

$62,980,000

The Barrington of Carmel (an affiliate of BHI Senior Living)

August 2019

Indiana

New Money
Taxable Term Loan

$49,940,000

Falcon's Landing

August 2019

Virginia

New Money
Bank Direct Purchase

$47,000,000

Terwilliger Plaza

August 2019

Oregon

Bank Loan
Pre-Development Funding

$25,000,000

The Vista

July 2019

New Jersey

New Money Expansion
Bank Direct Purchase

$57,000,000

Mt. San Antonio Gardens

July 2019

California

New Money

$31,610,000

Garden Spot Village

June 2019

Pennsylvania

Refunding/New Money
Bank Direct Purchase

$57,000,000

Waverly Heights, Ltd.

May 2019

Pennsylvania

Refunding
Fixed-Rate

$44,140,000

Moravian Manors, Inc.

May 2019

Pennsylvania

New Money/Refunding
Fixed-Rate

$29,305,000

The Estates at Carpenters

May 2019

Florida

New Money/Refunding
Fixed-Rate

$32,800,000

Miriam Osborn Memorial Home Association

April 2019

New York

Refunding
Fixed-Rate

$27,455,000

The Pines at Davidson

March 2019

North Carolina

New Money
Fixed-Rate

$42,725,000

The Pines at Davidson

March 2019

North Carolina

New Money
Bank Direct Purchase

$11,905,000

Pinnacle Living

February 2019

Virginia

New Money
Fixed-Rate

$34,000,000

Pinnacle Living

February 2019

Virginia

New Money
Bank Direct Purchase

$11,000,000

NCROC - Paradise Valley Estates

February 2019

California

New Money
Fixed Insured

$95,685,000

BHI Senior Living

December 2018

Indiana

New Money
Fixed Rate

$98,120,000

Legacy Pointe at UCF

December 2018

Florida

Bond Anticipation Notes (BANs)

$3,000,000

Westminster Village

December 2018

Illinois

Refunding
Fixed-Rate

$39,670,000

The Spires at Berry College

December 2018

Georgia

Refunding
Fixed-Rate

$81,930,000

The Spires at Berry College

December 2018

Georgia

New Money
Bank Direct Purchase

South Carolina Episcopal Home at Still Hopes

December 2018

South Carolina

Refunding/New Money
Fixed-Rate

$67,950,000

South Carolina Episcopal Home at Still Hopes

December 2018

South Carolina

New Money
Bank Direct Purchase

$23,000,000

Acts Retirement-Life Communities

November 2018

Pennsylvania

Taxable Term Loan

$21,722,000

Acts Retirement-Life Communities

November 2018

Pennsylvania

Refunding
Bank Direct Purchase

$47,675,000

Air Force Enlisted Village

November 2018

Florida

Refunding/New Money
Bank Direct Purchase

$39,999,991

California Armenian Home

November 2018

California

Refunding
Fixed Insured

$24,660,000

Christian Horizons

November 2018

Missouri

Refunding
Fixed-Rate

$29,365,000

Covenant Retirement Communities

November 2018

Connecticut

New Money
Fixed-Rate

$106,630,000

Fleet Landing

November 2018

Florida

New Money
Fixed-Rate

$114,715,000

Menorah Manor

November 2018

Florida

Renegotiation
Bank Direct Purchase 

$12,081,007

Westminster-Canterbury of Richmond

November 2018

Virginia

Refunding/New Money
Fixed-Rate

$40,065,000

Salemtowne

October 2018

North Carolina

New Money
Fixed-Rate

$38,250,000

Lakeside at Waterman Village

October 2018

Florida

Bond Anticipation Notes (BANs)

$8,255,000

Salem Community Corporation dba Briarwood

September 2018

Massachusetts

New Money
Bank Direct Purchase

$17,590,000

Heron Point of Chesterton

September 2018

Maryland

Refunding
Bank Direct Purchase

$25,440,000

Beatitudes Campus

September 2018

Arizona

New Money
Fixed-Rate

$20,160,000

Presbyterian Village North

September 2018

Texas

Refunding/New Money
Fixed-Rate

$91,860,000

Capital Manor

September 2018

Oregon

New Money
Fixed-Rate

$37,030,000

Hunt Community (Silverstone Livings)

September 2018

New Hampshire

Refunding/New Money
Bank Direct Purchase

$16,981,323

Wisconsin Illinois Senior Housing

August 2018

Wisconsin

Refunding
Fixed-Rate

$33,570,000

Concordia Life Care Community

August 2018

Oklahoma

Refunding
Bank Direct Purchase

$27,848,060

Pleasant View Retirement Community

August 2018

Pennsylvania

Refunding/New Money
Fixed-Rate

$20,315,000

Menno Haven

August 2018

Pennsylvania

Refunding/New Money
Fixed-Rate

$99,555,000

Concordia Lutheran Obligated Group

August 2018

Pennsylvania

Acquisition
Variable Rate Demand Bonds

Wisconsin Illinois Senior Housing

August 2018

Wisconsin

Refunding
Bank Cinderella Bonds

$21,296,000

Quality Life Sciences Sugarcreek

July 2018

Pennsylvania

Taxable Loan
Revolving Line of Credit
Bank Direct Purchase

$71,000,000

Westminster on Chesapeake Bay

July 2018

Virginia

Refunding
Fixed-Rate

$73,115,000

Covenant Woods

July 2018

Virginia

Refunding/New Money
Fixed-Rate

$30,200,000

Pennswood Village

July 2018

Pennsylvania

Refunding
Fixed-Rate

$38,555,000

Southminster

June 2018

North Carolina

New Money
Fixed-Rate

$86,200,000

Kendal at Hanover

June 2018

New Hampshire

Refunding/New Money
Bank Direct Purchase
LOC Replacement

$46,309,319

Acts Retirement-Life Communities Obligated Group

June 2018

Pennsylvania, Wisconsin

Refunding/New Money
Bank Direct Purchase

$63,680,000

Sunnyside Village

May 2018

Florida

New Money
Fixed-Rate

$21,325,000

RiverWoods Durham

May 2018

New Hampshire

New Money
Bank Direct Purchase

$98,380,000

Mary's Woods at Marylhurst

April 2018

Oregon

New Money
Fixed-Rate

$41,400,000

Lakeview Village

April 2018

Kansas

Refunding
Fixed-Rate

$52,030,000

Highlands at Wyomissing

April 2018

Pennsylvania

Refunding
Fixed-Rate

$22,820,000

John Knox Village

March 2018

Missouri

New Money/Refunding
Fixed-Rate

$52,565,000

MRC Stevenson Oaks

March 2018

Texas

Bond Anticipation Notes (BANs)

$15,495,000

United Methodist Retirement Communities

January 2018

Michigan

New Money
Bank Direct Purchase

$5,500,000

Riddle Village

December 2017

Pennsylvania

New Money/Refunding
Bank Direct Purchase

$53,765,000

Rose Villa

December 2017

Oregon

New Money
Bank Direct Purchase

$27,500,000

Bridgewater Retirement Community

December 2017

Virginia

New Money/Refunding
Bank Direct Purchase

$56,000,000

Penney Retirement Community

December 2017

Florida

New Money/Refunding
Bank Direct Purchase

$13,355,113

North Hill

December 2017

Massachusetts

Refunding
Bank Direct Purchase

$57,810,000

RiverMead

December 2017

New Hampshire

New Money
Bank Direct Purchase

$34,500,000

Marquette

December 2017

Indiana

New Money
Bank Direct Purchase

$17,000,000

Benevolent Corporation Cedar Community

December 2017

Wisconsin

New Money/Refunding
Fixed-Rate

$38,185,000

Woodland Pond at New Paltz

December 2017

New York

Refunding
Fixed-Rate

$77,800,000

Horizon House

December 2017

Washington

New Money/Refunding
Fixed-Rate

$75,000,000

The Admiral at the Lake

December 2017

Illinois

Refunding
Fixed-Rate

$150,940,000

Frasier Meadows Retirement Community

December 2017

Colorado

New Money (Expansion)
Fixed-Rate

$56,000,000

Beacon Hill at Eastgate

December 2017

Michigan

New Money/Refunding
Fixed-Rate

$42,540,000

THe Beatitudes Campus

December 2017

Arizona

New Money/Refunding
Fixed-Rate

$70,210,000

The Highlands at Wyomissing

December 2017

Pennsylvania

New Money
Fixed-Rate

$17,085,000

Longhorn Village

December 2017

Texas

Refunding
Fixed-Rate

$94,715,000

Village on the Isle

December 2017

Florida

New Money
Fixed-Rate

$71,635,000

Channing House

October 2017

California

Fixed Rate Refunding
(Cal-Mortgage Insured)

$44,120,000

Highlands at Wyomissing

September 2017

Pennsylvania

New Money/Refunding
Fixed-Rate

$39,065,000

Westminster Canterbury of Lynchburg

September 2017

Virginia

New Money
Bank Direct Purchase

$38,203,000

Spanish Cove Retirement Community

September 2017

Oklahoma

New Money/Refunding
Bank Direct Purchase

$20,000,000

Ingleside at King Farm

September 2017

Maryland

New Money/Refunding
Fixed-Rate

$224,280,000

Oak Hammock at the University of Florida

September 2017

Florida

Refunding
Bank Direct Purchase

$33,915,000

Menno Haven

September 2017

Pennsylvania

New Money
Bank Direct Purchase

$21,000,000

The Forest at Duke

August 2017

North Carolina

Refunding
Bank Direct Purchase

$20,210,000

Southminster

August 2017

North Carolina

Taxable Term Loan

$34,000,000

South Carolina Episcoal Home at Still Hopes

August 2017

South Carolina

New Money
Fixed-Rate

$39,325,000

Three Crowns Park

July 2017

Illinois

Refunding
Fixed-Rate

$34,210,000

Wake Robin

July 2017

Vermont

New Money/Refunding
Fixed-Rate

$21,590,000

Wake Robin

July 2017

Vermont

New Money
Bank Direct Purchase

$455,000,000

The Woodlands at Furman

July 2017

South Carolina

New Money/Refunding
Fixed-Rate

$57,455,000

Hill View Retirement Center

June 2017

Ohio

New Money/Refunding
Bank Direct Purchase

$10,349,535

Institute on Aging

May 2017

California

Fixed Rate
Advanced Refunding
(Cal-Mortgage Insured)

$34,355,000

Westminster Village

May 2017

Illinois

New Money
Bank Direct Purchase

$30,825,167

Westminster Canterbury of Lynchburg

April 2017

Virginia

Refunding
Bank Direct Purchase

$18,580,411

Christian Health Care Center

April 2017

New Jersey

Acquisition
Taxable Term Loan

$5,760,000

Montgomery Place

April 2017

Illinois

Refunding
Fixed-Rate

$31,085,000

Lakeview Village

April 2017

Kansas

Refunding
Fixed-Rate

$16,345,000

Mary's Woods at Marylhurst

April 2017

New Money/Refunding
Fixed-Rate

$175,065,000

Immanuel Lutheran Corporation

April 2017

Montana

New Money/Refunding
Bank Direct Purchase

$65,380,000

Bishop Gadsden

April 2017

South Carolina

Refunding
Bank Direct Purchase

$12,015,486

Channing House

April 2017

California

Fixed Rate Refunding
(Cal-Mortgage Insured)

$54,045,000.00

Frasier Meadows

March 2017

Colorado

New Money/Refunding
Fixed-Rate

$85,295,000

Montereau, Inc.

March 2017

Oklahoma

Refunding
Fixed-Rate

$106,480,000

Edgewood Retirement Community

March 2017

Massachusetts

New Money/Refunding
Bank Direct Purchase

$58,700,000

Aberdeen Heights

February 2017

Missouri

Refunding
Fixed-Rate

$122,450,000

Carleton-Willard Village

January 2017

Massachusetts

New Money
Taxable Term Loan

$6,000,000

Edgewood Summit

January 2017

West Virginia

Refunding
Bank Direct Purchase

$3,587,673

C. C. Young Memorial Home

December 2016

Texas

New Money
Fixed-Rate

$130,175,000

Legacy Pointe at UCF

December 2016

Florida

BANs
(Bond Anticipation Notes)

$13,800,000

Arbor Acres

December 2016

North Carolina

Extension
Bank Direct Purchase

$26,440,000

Arbor Acres

December 2016

North Carolina

Refunding
Bank Direct Purchase

$13,159,000

Active Retirement Community dba Jefferson's Ferry

November 2016

New York

New Money/Refunding
Bank Direct Purchase

$38,040,000

Paradise Valley Estates

November 2016

California

Fixed Rate Refunding
(Cal-Mortgage Insured)

$22,080,000

WellSpring Retirement Community

November 2016

North Carolina

New Money
Bank Direct Purchase

$30,795,000

Westminster at Lake Ridge

October 2016

Virginia

New Money/Refunding
Fixed-Rate

$46,510,000

John Knox Village

October 2016

Missouri

New Money (Major Expansion)
Fixed-Rate

$41,250,000

WellSpring Retirement Communit

October 2016

North Carolina

Refunding
Bank Direct Purchase

$9,205,000

Southminster

October 2016

North Carolina

Refunding
Fixed-Rate

$58,765,000

Atherton Baptist Homes

October 2016

California

Fixed Rate Refunding
(Cal-Mortgage Insured)

$31,390,000

Village on the Isle

October 2016

Florida

New Money/Refunding
Fixed-Rate

$33,190,000

WindsorMeade

September 2016

Virginia

New Money
Bank Direct Purchase

$7,000,000

Friendship Village of Dublin

September 2016

Ohio

New Money/Refunding

Bank Direct Purchase

$38,482,726

Canterbury Health Care, Inc.

September 2016

Michigan

Refunding
Fixed-Rate

$34,935,000

Luthercare

September 2016

Pennsylvania

New Money/Refunding
Bank Direct Purchase

$52,739,000

Royal Oaks

September 2016

Arizona

Refunding
Fixed-Rate

$35,105,000

Virginia United Methodist Homes

September 2016

Virginia

New Money/Refunding
Bank Direct Purchase

$10,000,000

Salemtowne

August 2016

North Carolina

Refunding
Fixed-Rate

$23,470,000

Westminster Manor

August 2016

Texas

Refunding
Fixed-Rate

$61,525,000

Westminster Canterbury of Lynchburg

August 2016

Virginia

New Money/Refunding
Bank Direct Purchase

$10,845,818

Smith Village

August 2016

Illinois

Placement Agent

$325,000,000

Glencroft Retirement Community

August 2016

Arizona

New Money/Refunding
Fixed-Rate

$20,460,000

Deerfield Episcopal Retirement Community

July 2016

North Carolina

Refunding
Fixed-Rate

$40,060,000

Westminster Towers

July 2016

South Carolina

Refunding
Bank Direct Purchase

$13,688,125

Covenant Woods

July 2016

Virginia

New Money
Bank Direct Purchase

$29,600,000

Bayview Manor

July 2016

Washington

New Money/Refunding
Fixed-Rate

$57,460,000

Bishop Gadsden

July 2016

South Carolina

Refunding
Bank Direct Purchase

$11,162,500

Friendsview Retirement Community

July 2016

Oregon

New Money/Refunding
Fixed-Rate

$42,140,000

Birch Hill Terrace

July 2016

New Hampshire

New Money/Refunding
Fixed-Rate

$12,680,000

Foulkeways at Gwynedd

June 2016

Pennsylvania

New Money/Refunding
Fixed-Rate

$28,835,000

Kansas Masonic Home

June 2016

Kansas

Refunding
Fixed-Rate

$32,780,000

Meadowlark Hills

June 2016

Kansas

Refunding
Bank Direct Purchase

$42,165,000

Terwilliger Plaza

June 2016

Oregon

Refunding
Fixed-Rate

$13,625,000

Foulton County Medical Center

April 2016

Pennsylvania

Refunding, Fixed-Rate

$25,740,000

Immanuel Lutheran Communities

April 2016

Montana

New Money/Refunding
Bank Direct Purchase

$33,632,000

Seabury

April 2016

Connecticut

New Money
Fixed-Rate

$75,265,000

Waterman Village

February 2016

Florida

Refunding
Bank Direct Purchase

$23,000,000

Christian Health Care Center of Wayne, LLC

December 2015

New Jersey

New Money/Acquisition, Bank Direct Purchase

$16,000,000

Alzheimers Resource Center of Connecticut

December 2015

Connecticut

Refunding, Taxable Defeasance Loan

$12,480,000

The Park Danforth (Home for the Aged and Subsidiaries)

December 2015

Maine

New Money/Refunding, Bank Direct Purchase

$29,935,000

Hill View Retirement Center

December 2015

Ohio

Extension, Bank Direct Purchase

$5,210,022

Methodist Homes of Alabama & Northwest Florida

December 2015

Alabama

Refunding, Taxable Term Loan

$2,500,000

Methodist Homes of Alabama & Northwest Florida

December 2015

Alabama

New Money/Refunding, Fixed-Rate

$85,235,000

Nazareth Living Center

December 2015

Missouri

New Money/Refunding, Fixed-Rate

$36,695,000

Sunny Vista

November 2015

Colorado

New Money/Refunding, Fixed-Rate

$44,185,000

Plymouth Place

October 2015

Illinois

New Money/Refunding Fixed-Rate

$56,260,000

Rosedale Green

October 2015

Kentucky

New Money/Refunding Fixed-Rate

$48,700,000

The Pines at Davidson

October 2015

North Carolina

Refunding Bank Direct Purchase

$11,125,000

Virginia Mennonite Retirement Community, Inc.

October 2015

Kentucky

New Money/Refunding Bank Direct Purchase

$37,567,984

Tamarisk, Inc.

September 2015

Rhode Island

Refunding, Bank Direct Purchase

$9,360,000

Fox Run at Orchard Park

September 2015

New York

New Money/Refunding Fixed-Rate

$44,490,000

Catholic Care Campus dba Santa Marta

September 2015

Kansas

New Money/Refunding Bank Direct Purchase

$16,495,822

Villa St. Benedict

September 2015

Illinois

Refunding Fixed-Rate

$39,030,000

Westminster Canterbury of Chesapeake Bay

September 2015

Virginia

New Money/Refunding Bank Direct Purchase

$85,000,000

Heron's Key

August 2015

Washington

New Campus Fixed-Rate

$145,055,000

Salemtowne

August 2015

North Carolina

New Money Fixed-Rate

$42,858,000

St. Martin's in the Pines

August 2015

Alabama

New Money/Refunding Bank Direct Purchase

$20,100,000

The Village at Germantown

August 2015

Tennessee

Taxable Term Loan

$11,620,000

Wartburg Senior Housing, Inc.

August 2015

New York

New Money/Refunding Fixed-Rate

$11,085,000

Beacon Hill at Eastgate

July 2015

Michigan

New Money/Refunding Bank Direct Purchase

$59,907,000

Josephine Sunset Home

June 2015

Michigan

Refunding Bank Direct Purchase

$5,329,188

Pennybyrn at Maryfield

April 2015

North Carolina

Refunding, Fixed-Rate

$66,135,000

Westminster-Canterbury of the Blue Ridge

April 2015

Virginia

Refunding, Bank Direct Purchase

$15,286,215

Marquette

April 2015

Indiana

Refunding, Fixed-Rate

$25,695,000

Church Home of Hartford d/b/a Seabury

April 2015

Connecticut

New Money/Refunding, Fixed-Rate

$34,510,000

Westminster-Canterbury of Richmond

April 2015

Virginia

Refunding, Fixed-Rate

$27,825,033

St. James Place of Baton Rouge

March 2015

Louisiana

Refunding, Fixed-Rate

$56,695,000

Montereau, Inc.

March 2015

Oklahoma

New Money/Refunding Bank Direct Purchase

$15,640,000

Aldersly Garden Retirement Community

February 2015

California

New Money/Refunding Fixed-Rate

$6,635,000

North Hill Communities, Inc.

February 2015

Massachusetts

Construction Loan

$35,000,000

Franklin United Methodist Community

January 2015

Indiana

New Money/Refunding Bank Direct Purchase

$26,500,000

Edgewood Summit

December 2014

West Virginia

Refunding Bank Direct Purchase

$5,475,000

Friendship Village of Dublin

December 2014

Ohio

New Money/Refunding Fixed-Rate

$23,315,000

Redstone Village

December 2014

Alabama

Refunding Bank Direct Purchase

$5,795,000

Shenandoah Valley Westminster-Canterbury of Winchester (SVWC)

December 2014

Virginia

New Money/Refunding Bank Direct Purchase

$54,266,000

Wake Robin

December 2014

Vermont

Refunding Bank Direct Purchase

$19,955,000

Sierra Winds Life Care Community

November 2014

Arizona

New Money/Refunding Fixed-Rate

$33,060,000

The Village at Germantown

October 2014

Tennessee

New Money Fixed-Rate

$21,940,000

Duncaster

September 2014

Connecticut

New Money Fixed-Rate

$12,000,000

Falcons Landing

September 2014

Virginia

Refunding Bank Direct Purchase

$21,226,879

Glacier Hills

September 2014

Michigan

Refunding Bank Direct Purchase

$4,496,500

Woodland Pond at New Paltz

September 2014

New York

Refunding Fixed-Rate

$14,620,000

Canterbury Court

August 2014

Georgia

Refunding Bank Direct Purchase

$40,645,000

Deerfield Episcopal Retirement Community

August 2014

North Carolina

Refunding Bank Direct Purchase

$24,160,000

Glacier Hills

August 2014

Michigan

Refunding Bank Direct Purchase

$15,515,000

Glacier Hills

August 2014

Michigan

Refunding Bank Direct Purchase

$4,000,000

Brethren Hillcrest Homes

July 2014

California

New Money Fixed-Rate

$38,660,000

Glacier Hills

July 2014

Michigan

Refunding Bank Direct Purchase

$10,000,000

John Knox Village

July 2014

Missouri

New Money Fixed-Rate

$21,000,000

Methodist Homes of Alabama & Northwest Florida

July 2014

Alabama

New Money/Refunding Bank Direct Purchase

$23,500,000

Rose Villa, Inc.

July 2014

Oregon

New Money Fixed-Rate

$60,610,000

Lourdes Senior Community

June 2014

Michigan

New Money Bank Direct Purchase

$14,055,000

Mary's Woods at Marylhurst

June 2014

Oregon

New Money/Restructuring Bank Direct Purchase

$46,760,000

MonteCedro Inc.

June 2014

California

New Money Fixed-Rate

$140,305,000

Bishop Gadsden

May 2014

South Carolina

Refunding/New Money Non-bank Qualified Loan

$56,563,209

Royal Oaks

May 2014

Arizona

New Money Bank Direct Purchase

$41,490,000

South Carolina Episcopal Homes at Still Hopes

April 2014

South Carolina

Refunding/New Money Bank Direct Purchase

$30,000,000

East Ridge Retirement Village

March 2014

Florida

Repositioning Fixed-Rate

$68,950,000

The Cedars Obligated Group

February 2014

Maine

Refunding Bank Direct Purchase

$19,248,000

Air Force Villages

January 2014

Texas

Refunding Bank Direct Purchase

$9,926,000

The Forest at Duke

January 2014

North Carolina

Term Loan

$6,000,000

Air Force Villages

December 2013

Texas

Refunding Bank Direct Purchase

$10,000,000

Edgewood Retirement Community

December 2013

Massachusetts

Refunding Bank Direct Purchase

$40,000,000

Parkview Christian Retirement Community

December 2013

Oregon

Refunding Bank Direct Purchase

$7,315,000

RiverMead

December 2013

New Hampshire

Refunding Bank Direct Purchase

$13,550,000

Wake Robin

December 2013

Vermont

LOC Replacement

$14,350,000

Woodlands Retirement Community

December 2013

West Virginia

Refunding Bank Direct Purchase

$23,000,000

Cornwall Manor

November 2013

Pennsylvania

New Money Revenue Note

$22,000,000

The Redwoods, A Community of Seniors

November 2013

California

Refunding Fixed-Rate

$29,970,000

Fleet Landing

October 2013

Florida

New Money Fixed-Rate

$17,610,000

Peace Village

October 2013

Illinois

Refunding Fixed-Rate

$22,495,000

Riddle Village

October 2013

Pennsylvania

Refunding Bank Direct Purchase

$18,610,000

The Pines at Davidson

September 2013

North Carolina

New Money Bank Direct Purchase

$14,645,000

Acacia Creek A Masonic Senior Living Community

August 2013

California

Bank Solicitation

$93,625,000

Friendship Village of Dublin

August 2013

Ohio

LOC Replacement

$26,535,000

Mary J Drexel Home

August 2013

Pennsylvania

New Money Bank Direct Purchase

$22,100,000

Mease Manor

August 2013

Florida

New Money Bank Direct Purchase

$12,700,000

North Hill

July 2013

Massachusetts

Repositioning Fixed-Rate

$93,625,000

Pennswood Village

July 2013

Pennsylvania

Refunding Bank Direct Purchase

$44,225,000

Country Manor Campus LLC

June 2013

Minnesota

New Money Fixed-Rate

$13,445,000

The Hearthstone

June 2013

Washington

New Money/Refunding Bank Direct Purchase

$25,000,000

Thurston Woods

June 2013

Michigan

Refunding Bank Direct Purchase

$5,945,858

Plymouth Place Senior Living

May 2013

Illinois

Refunding Fixed-Rate

$24,330,000

The Huntington at Nashua

May 2013

New Hampshire

Refunding Bank Direct Purchase

$23,000,000

Fleet Landing

April 2013

Florida

Refunding Fixed-Rate

$40,050,000

Friends Retirement Concepts, Inc. (Arbor Glen)

April 2013

New Jersey

LOC Extension

$34,035,000

Three Crowns Park

April 2013

Illinois

Private Placement

$3,035,000

Pierce Memorial Baptist Home

March 2013

Connecticut

Refunding Bank Direct Purchase

$11,454,000

Appalachian Christian Village

February 2013

Tennessee

Refunding Fixed-Rate

$19,520,000

Catherine Field Home

February 2013

New York

LOC Replacement

$13,115,000

Clement Manor

February 2013

Wisconsin

New Money/Refunding Bank Direct Purchase

$15,580,000

Emerald Heights

February 2013

Washington

Refunding Fixed-Rate

$29,845,000

Edgewater, A Wesley Life Active CommunitiyGreenwood Village South

December 2012

Iowa

Non Bank Qualified Direct Purchase

$20,300,000

El Castillo

December 2012

New Mexico

New Money/Refunding

$24,030,000

Epworth Villa

December 2012

Oklahoma

New Money/Refunding

$78,635

Greenwood Village South

December 2012

Indiana

Refinancing/Bank Placement

$31,350,000

Harwood Place, Inc.

December 2012

Wisconsin

Non Bank Qualified Direct Purchase

$12,459,000

Villa Guadalupe

December 2012

Illinois

LOC Renewal

$2,995,000

Saint John's Communities

November 2012

Wisconsin

Non Bank Qualified Direct Purchase

$9,580,000

Terwilliger Plaza

October 2012

Oregon

Refinancing

$18,245,000

Royal Oaks

October 2012

Arizona

LOC Renewal

$27,890,000

Lutheran Home

October 2012

Illinois

New Money/Repositioning

$98,500,000

Westminster Village Terre Haute

October 2012

Indiana

Refunding

$12,175,000

Westminster Village Terre Haute

October 2012

Indiana

Taxable Term Loan

$8,955,000

Kahala Nui

August 2012

Hawaii

Refinancing

$73,400,000

The Barrington of Carmel

August 2012

Indiana

Taxable Corporate

$7,000,000

The Barrington of Carmel

August 2012

Indiana

New Money/Start-Up

$112,020,000

Gilbert Residence

July 2012

Michigan

Construction Loan

$8,000,000

Kansas Masonic Home

July 2012

Kansas

Construction/Term Loan

$16,000,000

Nazareth Living Center

July 2012

Missouri

New Money/Expansion

$8,035,000

The Blakeford at Green Hills

July 2012

Tennessee

Refunding

$29,210,000

North Hill

May 2012

Massachusetts

Construction Loan

$35,000,000

Friendship Village of Tempe

March 2012

Arizona

Refinancing

$77,030,000

Lambeth House

February 2012

Oklahoma

Taxable Term Loan

$44,000,000

Emerald Heights

December 2011

Washington

Bank Construction Loan/Collateral Restructuring

$20,000,000

Kline Galland

December 2011

Washington

Bank Private Placement

$20,880,000

Lourdes

December 2011

Michigan

Bank Placement

$6,935,000

RiverMead

December 2011

New Hampshire

Expansion

$31,210,000

Rolling Green Village

December 2011

South Carolina

Tax-Exempt Bank Loan

$13,500,000

Southminster

December 2011

North Carolina

LOC Replacement

$4,290,000

Well-Spring

December 2011

North Carolina

Taxable Term Loan

$43,160,000

Bishop Gadsden

November 2011

South Carolina

LOC Extension

$17,200,000

Tamarisk, Inc.

November 2011

Rhode Island

Bank Direct Purchase

$10,375,000

Riddle Village

October 2011

Pennsylvania

LOC Replacement

$19,735,000

Riddle Village

October 2011

Pennsylvania

Private Placement

$30,000,000

Virginia Mennonite Retirement Community, Inc.

October 2011

Virginia

LOC Substitution

$30,455,000

Briarwood

September 2011

Massachusetts

LOC Replacement

$8,315,000

Wake Robin

September 2011

Vermont

LOC Extension

$15,355,000

Martin and Edith Stein Assisted Living Residence

August 2011

New Jersey

LOC Substitution

$12,055,000

Sisters of St. Francis of the Holy Cross

July 2011

Wisconsin

Construction/Term Loan

$5,000,000

Brothers of the Holy Cross

June 2011

Indiana

Private Replacement

$2,865,000

Collington

June 2011

Maryland

Affiliation Advisor

$0

Greenwood Village South

June 2011

Indiana

Bank Placement

$21,655,000

Sisters of St. Francis of the Holy Cross

June 2011

Wisconsin

Bank Qualified

$3,150,000

Community Village, Inc. d/b/a/ Hartsfield Village

December 2010

Indiana

LOC Renewal

$21,040,000

Friendship Village of Kalamazoo

December 2010

Michigan

Bank Qualified

$10,640,000

Sunny Vista

December 2010

Colorado

Bank Qualified

$15,965,000

Glacier Hills

November 2010

Michigan

Bank Qualified

$14,000,000

Pennybyrn at Maryfield

November 2010

North Carolina

Bank Qualified

$5,000,000

The Admiral at the Lake

November 2010

Illinois

New Construction

$202,350,000

Mary's Woods at Marylhurst

October 2010

Oregon

Refunding

$28,730,000

Brewster Place

September 2010

Kansas

New Money Financing/Refunding

$9,765,000

AdventCare

July 2010

Massachusetts

New Money Financing

$2,640,000

Baywood Court

June 2010

California

New Money Financing/Refunding

$18,940,000

Jewish Community Housing Corporation of Metropolitan New Jersey

June 2010

New Jersey

Refunding

$19,365,000

Ohio Presbyterian Retirement Services

June 2010

Ohio

New Money Financing

$25,000,000

Green Hill

May 2010

New Jersey

Expansion

$14,275,000

Carleton-Willard Village

March 2010

Massachusetts

New Money Financing/Refunding (LOC Debt)

$17,800,000

Montereau, Inc.

March 2010

Oklahoma

Expansion & Refunding

$115,615,000