• National Health Investors Reports Its Most Active Year

    by | Mar 2, 2026 8:42 am | Uncategorized

    National Health Investors released its fourth-quarter and full-year 2025 results, and it made significant strides in 2025. The REIT completed $392.4 million in investments, marking its most active year yet. Its SHOP portfolio expanded from 15 communities to 26 during the year, and has kept the momentum going into 2026. So far this year, the... Read More »

  • American Healthcare REIT Continues Its Momentum

    by | Mar 2, 2026 8:41 am | Uncategorized

    American Healthcare REIT expanded both its Integrated Senior Health Campus and SHOP segments in 2025, completing $950 million of new investments across the two. The ISHC portfolio grew from 126 properties at year-end 2024 to 147 by the end of 2025, while the SHOP segment increased from 70 to 83 properties.  Same-community ISHC properties... Read More »

  • Town Lane and Arcole Acquire Their Fifth Community

    by | Mar 2, 2026 8:38 am | Acquisitions

    Town Lane and Arcole made the fifth seniors housing investment in their inaugural $1.25 billion real estate fund. Town Lane is a real estate investment firm, and Arcole is a recently launched seniors housing platform that partners with operators to acquire newer-vintage, full-continuum communities in high-growth markets. The joint venture will... Read More »

  • NYC’s First CCRC Development Secures Major Financing

    by | Mar 2, 2026 8:36 am | Developments, Financings

    Ziegler closed River’s Edge, the largest senior living tax-exempt bond transaction to date, totaling more than $600 million. River’s Edge is the first CCRC project in New York City and will be located on the campus of its sponsor, not-for-profit RiverSpring Living, in the Riverdale section of the Bronx. An affiliate of the sponsor, RS Services,... Read More »

  • LTC Properties Buys into SHOP Growth

    by | Feb 26, 2026 4:18 pm | Acquisitions

    LTC Properties released its 2025 fourth quarter results and 2026 guidance, and in it reiterated its shift toward its newly established SHOP segment. During the second quarter of the year, the company established the segment, marking its shift in focus from the skilled nursing sector. Later in Q2, it terminated its Anthem Memory Care triple-net... Read More »
From Allen to Ziegler

From Allen to Ziegler

by | Apr 13, 2016 8:30 am | Developments, Financings

Ziegler just closed on a $26.2 million tax-exempt bond financing for Christian Care Centers (CCC), a not-for-profit based in Texas. CCC operates two retirement communities in Texas and is in the process of completing construction of a rental community in Allen, Texas, which will have 22 independent living units, 32 assisted living units and 36 memory care units. Read More »

Ziegler’s $1 billion relationship

by | Nov 26, 2015 8:30 am | Financings

Senior Quality Lifestyles Corporation (SQLC), a Texas-based nonprofit that operates six senior living communities, hired Ziegler for the fourth time in 2015 to refinance one of its properties, which is located in the Barton Creek neighborhood of Austin, Texas and consists of 157 independent living units, 10 IL villas, 40 assisted living units, 23 memory care units and 42 skilled nursing beds. In order to refund $37.7 million in outstanding Series 2005 Bonds and finance renovations on the property, including a restoration project, SQLC turned to Ziegler to close a $50.69 million tax-exempt bond issue. The financing also helped fund a debt service reserve fund, pay the cost of issuance and... Read More »

Ziegler funds reposition project

by | Nov 13, 2015 8:32 am | Developments, Financings

A Kentucky nonprofit with plans to renovate and reposition its skilled nursing facility in the town of Covington (Cincinnati MSA) turned to Ziegler to close a $48.7 million non-rated, fixed-rate bond issue. Incorporated in 1962, Kenton Housing has repositioned its facility several times before, most recently in 1992 when the 210-bed facility existing today was constructed on an 11-acre plot in Covington. Now, the company plans to spend upwards of $33.5 million to both renovate its existing building and construct a new senior care facility in the town of Elsmere, which will consist of 54 skilled nursing beds and 20 memory care units. Kenton Housing will transfer the CON for 34 licensed... Read More »

Ziegler closes $135 million for Covenant Retirement Communities

by | May 26, 2015 5:55 pm | Financings

Ziegler closed over $135 million in financing for Covenant Retirement Communities (CRC), an Illinois not-for-profit that owns and operates CCRCs in several locations throughout the U.S. The Obligated group consists of 4,769 units in 14 communities across eight states, with 3,065 independent living units, 755 assisted living units, and 949 skilled nursing beds. To refund the company’s outstanding Series 2005 bonds in the amount of $118.11 million, fund a debt reserve fund and pay certain costs of issuance, CRC issued $112.8 million in fixed-rate refunding bonds. Closing concurrently was $22.34 million of variable rate refunding bonds, which were immediately placed with Bank of America with... Read More »