Representative Engagements

Category: Expansion

Madison Funding I

Heritage Village Assisted Living is a 96-unit, 138-bed assisted living and memory care community located in Mesa, Arizona. Acquired in 2017 by Madison Realty Companies, the community consists of six custom-built assisted living and memory care homes and a medical office building.

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Barclay Friends

Barclay Friends is a not-for-profit, Continuing Care Retirement Community/Life Plan Community, and affiliate of The Kendal Corporation, based in West Chester, PA.

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Harbor’s Edge

Harbor’s Edge is an existing life plan community, which opened in September 2006 and consists of approximately 159 independent living apartments, 33 assisted living units, 15 memory-support units, 33 skilled nursing beds and related common amenities.

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Toby and Leon Cooperman Sinai Residences of Boca Raton

Given the strong demand for its existing independent living offerings, Sinai Residences of Boca Raton sought to expand the community through the development of additional independent living units.

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Lutheran Senior Services

Lutheran Senior Services (“LSS”) is a non-profit parent company that, together with its subordinate entities, owns and operates the 17 communities in Illinois and Missouri.

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