Rancho San Antonio - Cupertino, California
Rancho San Antonio - Inside ViewThis community is organized as a cooperative Continuing Care Retirement Community. The project features 60 independent villas, 259 independent living congregate units, 34 personal care units, and 48 skilled nursing beds located on a 54-acre campus. The campus opened in 1994.
Rancho San Antonio - Exterior ViewArchitectural services for the project were provided by Hardison Komatsu Ivelich & Tucker (San Francisco, CA).

Services provided by Crown Research for the project sponsor included: market analysis, economic modeling, economic feasibility analysis, and the financial portion of the Application for Permit to Sell Deposit Subscription Agreements.


San Francisco Towers - San Francisco, California

This facility is organized as a traditional Continuing Care Retirement community (with non-refundable entry fees). The project features 252 apartments, 11 personal care units, and 59 nursing beds. San Francisco Towers opened in late 1994.San Francisco Towers

Total project financing was approximately $155 million, utilizing AAA rated, tax-exempt bonds issued by the California Health Facilities Authority, and underwritten by Smith Barney, Harris, Upham & Company. The project sponsor is Episcopal Homes Foundation.

Services provided by Crown Research for the project included: demand analysis, economic feasibility analysis, and periodic financial updates.


Clatsop Retirement Village - Astoria, Oregon

This facility is organized as an assisted living facility. The project features 24 independent living units, 35 assisted living units and 13 apartments in a dementia unit. The project opened in 1999.

Total project financing was $8,390,000, utilizing non-rated tax-exempt bonds issued by the Clatsop Care Center Health District and underwritten by Kirkpatrick Pettis (a wholly-owned subsidiary of Mutual of Omaha). The project sponsor is Clatsop Care Center Health District.

Services provided by Crown Research for the project included market analysis and economic feasibility analysis.


Woodleaf Apartments - Hobbs, New Mexico

Woodleaf Apartments

The Woodleaf Apartments are a market-rate, multi-family housing project owned and operated by the Region VI Housing Authority of new Mexico. This project involved the refinancing of an existing 152-unit apartment complex built in 1983.

Total project refinancing was $3,020,000, utilizing non-rated tax-exempt bonds issued by the RHA Housing Development Corporation, and underwritten by Kirkpatrick Pettis (a wholly-owned subsidiary of Mutual of Omaha).


Services provided by Crown Research to this client have included market analyses in Hobbs and Carlsbad, New Mexico.


Holladay Park Plaza Addition - Portland, Oregon

Holladay Park Plaza is a traditional Continuing Care Retirement Community. This project featured the addition of 23 independent living apartments, 22 semi-independent apartments, a 51-bed nursing facility, health club, underground parking and other common areas. Holladay Park Plaza

Total project financing was $18,000,000, utilizing non-rated tax-exempt bonds issued by the Health, Housing, Educational and Cultural Facilities Authority, and underwritten by Ziegler Securities.

Architectural design services for the additions were provided by W.E. Group, P.C./Architects and Planners (Portland, Oregon).

Services provided by Crown Research for the client have included organizational analysis, market analysis, and economic feasibility analysis.

 

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Last modified on July 25, 2005
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