Representative Engagements

Category: Financing

Forum at Rancho San Antonio

Nestled in the hills of the Rancho San Antonio Preserve in Cupertino, California, the Forum at Rancho San Antonio is an existing resident-owned life plan community which consists of 319 independent living residences, 58 assisted living suites and 48 nursing beds.

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Tuscan Gardens of Delray Beach

Tuscan Gardens of Delray Beach is a new rental assisted living and memory care community that will consist of 138 total units, including 88 assisted living units and 50 memory support units.

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Broadview Senior Living at Purchase College

Purchase College is located in Purchase, Westchester County, NY approximately 25 miles from midtown Manhattan. It was founded in 1967 and held its first commencement in 1973.

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Phoebe Ministries

Phoebe Ministries (“Phoebe”) is a not-for-profit, multi-facility organization specializing in healthcare, housing, and support services for older adults.

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Albright Care Services

Albright Care Services (“Albright”) is a not-for-profit, faith-based service organization providing housing, health care and at-home services to older adults in Central PA.

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