Representative Engagements

Category: Investment-grade Ratings

Westminster Communities of Florida

Presbyterian Retirement Communities, Inc., d/b/a Westminster Communities of Florida, and its affiliates constitute the largest group of life plan communities in Florida with a total of 3,244 units including 2,025 residential units, 468 assisted living units and 751 skilled nursing units.


Cadbury at Lewes

Cadbury at Lewes, Inc. is a Life Plan Community located in Lewes, Delaware, less than 2 miles from the Atlantic Ocean and Delaware Bay. The community opened in 2007.



Founded in 1980, Lenbrook Square Foundation, Inc. d/b/a Lenbrook is a nationally accredited continuing care retirement community located in the affluent Buckhead neighborhood of Atlanta, GA. Lenbrook originally consisted of an 18-story building with independent living apartments, skilled nursing services and common areas.


Legacy at Willow Bend

The Legacy at Willow Bend Retirement Community, Inc. is a Life Plan Community located on 24 acres approximately 20 miles north of downtown Dallas in Plano, Texas. It consists of 12 independent living villas, 102 independent living apartments, 40 assisted living units, 18 memory care units and 60 nursing beds.


Cross Keys Village

We are very proud that the Executive Director of one of our clients was recently married at her community. Residents at Savannah Commons found their way to the Arbors Courtyard on Saturday, October 17th for what they thought was to be a fall garden party.

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