![](/media/rycf2e2i/confluent-senior-living-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1daf24329383110)
Sold a 110-Unit AL/MC Community
![](/media/itthzpzu/community_first_logo.png?rmode=max&width=250&height=100&v=1daf2433276d470)
August 2024
Beavercreek, Ohio
Sell-Side Advisor
![](/media/3bilyyab/gardenspot-village-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1daedbddddd7150)
Garden Spot Village
August 2024
New Holland, Pennsylvania
Fixed Rate
New Money / Refunding
$67,270,000
![](/media/uckctllf/prs-trinity-terrace-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1daedbd58446490)
Trinity Terrace
July 2024
Fort Worth, Texas
Fixed Rate
Refunding
$72,550,000
![](/media/xksnf3pb/sunset-senior-communities-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dae2cc689ce750)
Sunset Manor (Sunset Senior Communities)
July 2024
Jenison, Michigan
Bank Placement
New Money / Refunding
$52,100,000
![](/media/30niosjf/loretto-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dae2cb6dd58840)
The Nottingham (Loretto)
July 2024
Jamesville, New York
Bank Placement
Refunding
$28,141,000
![](/media/f2edssxs/bayview-manor-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1daedbcd8ea01a0)
Bayview
July 2024
Seattle, Washington
Fixed Rate
New Money
$13,285,000
![](/media/zjldqrif/carolina-meadows-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dad3064d190200)
Carolina Meadows
July 2024
Chapel Hill, North Carolina
Fixed Rate
New Health Center
$76,170,000
![](/media/iexpwuq0/fellowship-life-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dacd47b8b0fd70)
FellowshipLIFE
June 2024
Freehold, New Jersey
Bank Loan
Acquisition
$42,500,000
![](/media/0m2b5kj4/silver-maples-of-chelsea-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dacbbfe06c31b0)
Silver Maples of Chelsea
June 2024
Chelsea, Michigan
Bank Placement
Refunding
$9,250,000
![](/media/0e0d4v2d/covenant-living-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dac71bd38e1740)
Covenant Living Communities
June 2024
Chicago, Illinois
Taxable Term Loan
$53,575,000
![](/media/lmub3fr5/lss-horiz-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dac67c38c8a990)
Lutheran Senior Services
June 2024
St. Louis, Missouri
Fixed Rate
New Money / Refunding
$79,235,000
![](/media/lmub3fr5/lss-horiz-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dac67c38c8a990)
Lutheran Senior Services
June 2024
St. Louis, Missouri
Taxable Term Loan
$38,375,000
![](/media/t0lpnfjp/fv_logo_horz-01.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dacbc206b8f6d0)
Fairview
June 2024
Groton, Connecticut
Bank Placement
New Money / Refunding
$21,600,000
![](/media/412pkl1x/brio-living-services-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1dab20f42537430)
Brio Living Services
May 2024
Grand Rapids, Michigan
Construction Loan
$15,000,000
![](/media/0ekn2quw/belle-springs-lpc-logo2.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1daa7be2b180430)
HutsonWood at Spring Hill, Inc.
May 2024
Spring Hill, Tennessee
Revenue Bond Anticipation Notes
Subordinate Taxable Note
$17,665,000
![](/media/ayzhhwnt/united-methodist-homes-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1daa5fb91b1bd90)
United Methodist Homes
April 2024
Binghampton, New York
Bank Placement / Refunding
$52,358,623
![](/media/bevlqtvh/john-knox-village-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da95b7613a1080)
John Knox Village
April 2024
Lee’s Summit, Missouri
Fixed Rate
New Money / Refunding
$44,290,000
![](/media/s1ehzcvi/village-on-the-isle-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da8f76420b4a40)
Village on the Isle (Southwest Florida Retirement Center, Inc.)
April 2024
Venice, Florida
Taxable Term Loan
Expansion
$4,500,000
![](/media/rtcjaeeq/nfp-healthsystem-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da94bf19840dc0)
Sold a 1,000 Unit/Bed, 4-Community CCRC Portfolio
April 2024
Sell-Side Advisor
![](/media/2c3jv4kx/heritage-of-green-hills-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da88ddc6f3d730)
The Heritage of Green Hills
March 2024
Shillington, Pennsylvania
Bank Placement
Refunding
$47,000,000
![](/media/vmso3ytf/the-oaks-of-orangeburg_horizontal.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da94c04da87bd0)
Sold a 122-Bed SNF Community
![](/media/yarf40z1/cascade-capital-group-logo.png?rmode=max&width=250&height=100&v=1da94c0549280d0)
March 2024
Orangeburg, South Carolina
$11,500,000
Sell-Side Advisor
![](/media/qealql3m/celebration-restoration_horiz.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da94bd1712f8a0)
Acquisition Financing for an 82-Unit AL/MC Community
March 2024
Denison, Texas
$22,605,000
Bank/Bond Financing
![](/media/5hqhf4lt/provident-healthcare-management-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da94ba5f7c71f0)
Revolving Line of Credit for a Skilled Nursing and Rehabilitation Center
March 2024
Illinois
Financial Advisor
![](/media/1zdp4lus/pleasant-view-communities-logo_stacked.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da8b849b3051b0)
Pleasant View Retirement Communities
February 2024
Manheim, Pennsylvania
Bank Placement
New Money
$18,900,000
![](/media/nl4bersa/williamsburg-landing-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da3354c7d2c780)
Williamsburg Landing
January 2024
Williamsburg, Virginia
Bank Placement
$15,000,000
![](/media/qsgjqni4/jacaranda-trace-logo-stacked.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da3f62039210a0)
Convivial Jacaranda Trace
December 2023
Venice, Florida
Private Placement
$10,500,000
![](/media/q3kjtcq5/good-shepherd-home-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da3f5e5e108e70)
Good Shepherd Home
December 2023
Fostoria, Ohio
Bank Placement
New Money / Refunding
$7,000,000
![](/media/vvwoq004/willow-valley-communities-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da3f6139018730)
Willow Valley Communities
December 2023
Willow Street, Pennsylvania
Bank Placement & Line of Credit
New Money
$35,000,000
![](/media/hjnaikju/christian-health-horiz-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da0cd3cb5a3390)
Christian Health (Siena Village of Wayne)
December 2023
Wayne, New Jersey
Bank Placement
Refunding
$13,428,000
![](/media/2dqhgtpt/beacon-hill-at-eastgate-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da3f5f7be1f5a0)
Beacon Hill at Eastgate
December 2023
Grand Rapids, Michigan
Bank Placement
New Money
$6,000,000
![](/media/nl4bersa/williamsburg-landing-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da3354c7d2c780)
Williamsburg Landing
December 2023
Williamsburg, Virginia
Fixed Rate
New Money / Expansion
$61,910,000
![](/media/nxmjyvjt/acts-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da335394c93f50)
Acts Retirement-Life Communities
December 2023
Fort Washington, Pennsylvania
Fixed Rate
New Money / Refunding
$68,530,000
![](/media/hjnaikju/christian-health-horiz-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da0cd3cb5a3390)
Christian Health
October 2023
Wyckoff, New Jersey
Bank Placement
New Money
$20,000,000
![](/media/infdp3dw/ararat-home-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da08f1678f3530)
Ararat Home of Los Angeles
October 2023
Mission Hills, California
Fixed Insured
New Money
$10,915,000
![](/media/zcuj3hs5/josephine-home-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da173533ea9c90)
Josephine Caring Community
October 2023
Stanwood, Washington
Taxable Term Loan
$8,000,000
![](/media/vm4hfbfw/eskaton-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1da01ffc39fd0d0)
Sold a 3-Community SNF Portfolio
October 2023
Californina
$35,640,000
Sell-Side Advisor
![](/media/lqxjhddk/phorcys-retina-logo_website.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76870e967e0)
Financing to Acquire an IL/AL/MC Community
August 2023
Greensboro, Georgia
$20,500,000
Financial Advisor
![](/media/wp3f30ik/pleasant-view-communities-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e766f7b9ce10)
Pleasant View Retirement Communities
June 2023
Manheim, Pennsylvania
Bank Placement
New Money / Refunding
$11,980,000
![](/media/5ewb21pn/living-branches-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76801f097a0)
Living Branches
May 2023
Souderton, Pennsylvania
Construction Loan
New Money
$20,000,000
![](/media/tcibc4z2/mirabella-portland-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76801a25090)
Mirabella at South Waterfront dba Mirabella Portland (Pacific Retirement Services)
May 2023
Portland, Oregon
Cinderella Bonds
New Money / Refunding
$85,000,000
![](/media/lytnnelf/everyage-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7680159fcf0)
EveryAge (BellaAge Hickory Project)
May 2023
Hickory, North Carolina
Bank Placement
New Community
$31,960,000
![](/media/h0uhzcoe/regional-owner-operator.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7686ea40bc0)
Sold a 2-Community MC Portfolio
![](/media/jboj3zkz/caretrust-reit-logo.png?rmode=max&width=250&height=100&v=1d9e834888792b0)
May 2023
Illinois
$19,000,000
Sell-Side Advisor
![](/media/n0yjoojw/lexington-square-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7686ef4eae0)
Sold a 348-Unit IL/AL Community
May 2023
Elmhurst, Illinois
$15,700,000
Sell-Side Advisor
![](/media/5m0baazv/brookdale-senior-living-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7686e594720)
Sold a 306-Unit CCRC
![](/media/00chahfw/humangood-logo.png?rmode=max&width=250&height=100&v=1d9e83487f89920)
May 2023
Oregon
$42,000,000
Financial Advisor
![](/media/hxifruia/pleasant-view-communities-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e766f70f5d40)
Pleasant View Retirement Communities
January 2023
Manheim, Pennsylvania
Bank Placement
Refunding
$3,000,000
![](/media/fjzarf1x/bethany-home-society-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e766f65c60f0)
Bethany Home
January 2023
Ripon, California
Expansion
Fixed Insured
$49,560,000
![](/media/hnyp0dmk/tlpv-new-logo-web.jpg?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e767043c03b0)
Tampa Life Plan Village
December 2022
Tampa, Florida
New Money
$9,000,000
![](/media/ivwmg5gi/the-highlands-at-wyomissing-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76704865320)
The Highlands at Wyomissing
December 2022
Wyomissing, Pennsylvania
Bank Direct Purchase / Cinderella Bonds / New Money
$67,685,000
![](/media/ek2pbjzo/franke-tobey-jones-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76703ab0e50)
Franke Tobey Jones
December 2022
Tacoma, Washington
Bank Placement /
Line of Credit /
Refunding
$26,138,000
![](/media/ejwpaydl/rockwood-retirement-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7680a613ca0)
Rockwood Retirement Communities
December 2022
Spokane, Washington
Cinderella Bonds /
Line of Credit /
Refunding
$71,748,000
![](/media/siylhkis/horizon-house-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76703f66f30)
Horizon House
December 2022
Seattle, Washington
Bank Placement /
Line of Credit /
New Money
$50,000,000
![](/media/340fwwis/california-nevada-methodist-homes-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7687387b970)
Sold a 2-Community CCRC Portfolio
![](/media/hrtnd2uw/pacifica-senior-living-logo.png?rmode=max&width=250&height=100&v=1d9e8348c0e4870)
December 2022
California
$34,000,000
Sell-Side Advisor
![](/media/jglfbqaw/cloverwood-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76809cc2890)
Cloverwood Senior Living (Friendly Senior Living)
November 2022
Pittsford, New York
Bank Placement
Refunding
$18,051,908
![](/media/tnyn0uz0/brewster-place-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76703024b30)
Brewster Place
November 2022
Topeka, Kansas
Fixed Rate
New Money / Refunding
$49,525,000
![](/media/xcfjcfqf/masonic-homes-of-kentucky-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7680a156690)
Masonic Homes of Kentucky
November 2022
Louisville, Kentucky
Bank Placement &
Taxable Term Loan
Refunding
$21,604,000
![](/media/hn1oxwid/galloway-ridge-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76702b3dd10)
Galloway Ridge
October 2022
Pittsboro, North Carolina
Fixed Rate
New Money
$11,980,000
![](/media/5jpj1pq5/fleet-landing-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76701af8c70)
Fleet Landing (Naval Continuing Care Retirement Foundation)
October 2022
Atlantic Beach, Florida
Bank Placement
New Money / Refunding
$15,000,000
![](/media/fsdmtivi/whitney-center-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e7670161ba90)
Whitney Center
October 2022
Hamden, Connecticut
Fixed Rate
Acquisition
$18,120,000
![](/media/lg1bomrd/cedar-community-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76701fbd7b0)
Cedar Community
October 2022
West Bend, Wisconsin
Construction Loan
$41,000,000
![](/media/1ihadtw1/terwilliger-plaza-logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e76704d3afd0)
Terwilliger Plaza
September 2022
Portland, Oregon
Taxable Bank Placement /
Line of Credit /
New Money
$6,000,000
![](/media/uw0ggapa/herons_logo.png?rmode=boxpad&width=250&height=100&bgcolor=f2f2f2&v=1d9e768091f46c0)
Heron’s Key
September 2022
Gig Harbor, Washington
Cinderella Bonds
Refunding
$74,555,000