Representative Engagements

Category: Bonds

Asbury Communities

Asbury Communities, Inc. owns and operates life plan communities in Pennsylvania, Maryland, and Tennessee, as well as HUD Section 202 senior housing buildings, a foundation, and a for-profit technology consulting firm.

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First Community Village

First Community Village (“FCV”) is a life plan community located in Upper Arlington, Ohio. FCV is an affiliate of and managed by National Church Residences.

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Peconic Landing

Peconic Landing at Southold is a life plan community located in Greenport, New York on Long Island’s North Fork where residents can enjoy 145 acres with 2,700 feet of private beach on Long Island Sound.

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The Farms at Bailey Station

Luke, Inc. is the not for profit borrower established for the purpose of building The Farms at Bailey Station. Retirement Companies of America is a Memphis-based operator of senior living communities whose mission, for over 35 years, has been to serve seniors and their families through a continuum of care that includes high-quality health care.

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Merrill Gardens VI

Based in Seattle Washington, R.D. Merrill Company was founded in 1890 by Richard Dwight Merrill initially as a timberland business, later diversifying into real estate investment, development, and management of senior housing, mixed-use, and multi-family properties.

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