The materials and any hyperlinks to other websites contained herein provide certain information regarding Lifespace. Such materials and hyperlinks include certain information originally prepared for and reported to the Municipal Securities Rulemaking Board’s Electronic Municipal Market Access (“EMMA”) website to satisfy Lifespace’s continuing disclosure agreements with respect to certain outstanding bond transactions. The information provided on this website is for informational purposes only and is not meant to include all information filed on EMMA by Lifespace. The documents and information contained on this website are not intended to replace or supplement the information posted to EMMA.
The information contained on this website has been included for general informational purposes only and no person should make any investment decision in reliance upon the information contained herein. Lifespace undertakes no obligation to update any information included on this website. Any information on this website may be removed or updated at any time and without notice. This website and the information contained herein do not constitute an offer to sell or the solicitation of any offer to buy any securities. No statement found on this website is incorporated by reference in any preliminary or final offering document and no statement on this website is part of any preliminary or final offering document.
Organizational Entity Information
Financial Information
Lifespace Communities, Inc. (Obligated Group)
Cusip Numbers
Lifespace Communities, Inc. Obligated Group Cusip Numbers
Official Statement
Series 2023 Official Statement
Series 2021 Official Statement
Audit Report
2022 Lifespace Obligated Group Audit (Links to EMMA website)
2021 Lifespace Obligated Group Audit (Links to EMMA website)
2020 Lifespace Obligated Group Audit (Links to EMMA website)
Note: The next annual audited financial statements are required to be released 150 days after the last day of the Fiscal Year.
Continuing Disclosures
2023 Disclosures
Q1 2023 Quarterly Disclosure
Q2 2023 Quarterly Disclosure
Q3 2023 Quarterly Disclosure
Q4 2023 Quarterly Disclosure
2022 Disclosures
Q1 2022 Quarterly Disclosure
Q2 2022 Quarterly Disclosure
Q3 2022 Quarterly Disclosure
Q4 2022 Quarterly Disclosure
2021 Disclosures
Q1 2021 Quarterly Disclosure
Q2 2021 Quarterly Disclosure
Q3 2021 Quarterly Disclosure
Q4 2021 Quarterly Disclosure
2020 Disclosures
Q1 2020 Quarterly Disclosure
Q2 2020 Quarterly Disclosure
Q3 2020 Quarterly Disclosure
Q4 2020 Quarterly Disclosure
Annual Budget
2023 Budget
2022 Budget
2021 Budget
2020 Budget
Actuarial Report
2023 Summary Letter
2022 Summary Letter
2021 Summary Letter
2020 Summary Letter
Fitch
August 4, 2023: Fitch Affirms Lifespace Communities, Inc. at 'BBB'; Outlook Revised to Negative
September 13, 2022: Fitch Affirms Lifespace Communities, Inc. at 'BBB'; Outlook Stable
September 21 2021: Fitch Affirms Lifespace Community, Inc., Upgrades Querencia at Barton Creek (TX)
August 3, 2021: Fitch Rates Lifespace Community, Inc.'s Series 2021 Revenue Bonds 'BBB'; Outlook Stable
October 16, 2020: Fitch Affirms Lifespace Communities, Inc.'s (IA) at 'BBB'; Outlook Stable
Event Notices
June 2, 2023 Event Notice
May 5, 2023 Voluntary Notice
February 10, 2023 Event Notice
January 4, 2023 Voluntary Notice
November 30, 2022 Event Notice
August 17, 2022 Event Notice
July 27, 2022 Event Notice
September 30, 2021 Event Notice
August 6, 2021 Event Notice
June 22, 2021 Event Notice
The Stayton
Cusip Numbers
Audit Report
2022 The Stayton Audit Report
2021 The Stayton Audit Report
2020 The Stayton Audit Report
Note: The next annual audited financial statements are required to be released 150 days after the last day of the Fiscal Year.
Compliance Letters
2022 The Stayton Debt Compliance Letter
2021 The Stayton Debt Compliance Letter
2020 The Stayton Debt Compliance Letter
Continuing Disclosures
2024 Disclosures
January 2024 The Stayton Disclosure
February 2024 The Stayton Disclosure
2023 Disclosures
January 2023 The Stayton Disclosure
February 2023 The Stayton Disclosure
March 2023 The Stayton Disclosure
April 2023 The Stayton Disclosure
May 2023 The Stayton Disclosure
June 2023 The Stayton Disclosure
July 2023 The Stayton Disclosure
August 2023 The Stayton Disclosure
September 2023 The Stayton Disclosure
October 2023 The Stayton Disclosure
November 2023 The Stayton Disclosure
December 2023 The Stayton Disclosure
2022 Disclosures
January 2022 The Stayton Disclosure
February 2022 The Stayton Disclosure
March 2022 The Stayton Disclosure
April 2022 The Stayton Disclosure
May 2022 The Stayton Disclosure
June 2022 The Stayton Disclosure
July 2022 The Stayton Disclosure
August 2022 The Stayton Disclosure
September 2022 The Stayton Disclosure
October 2022 The Stayton Disclosure
November 2022 The Stayton Disclosure
December 2022 The Stayton Disclosure
2021 Disclosures
January 2021 The Stayton Disclosure
February 2021 The Stayton Disclosure
March 2021 The Stayton Disclosure
April 2021 The Stayton Disclosure
May 2021 The Stayton Disclosure
June 2021 The Stayton Disclosure
July 2021 The Stayton Disclosure
August 2021 The Stayton Disclosure
September 2021 The Stayton Disclosure
October 2021 The Stayton Disclosure
November 2021 The Stayton Disclosure
December 2021 The Stayton Disclosure
2020 Disclosures
January 2020 The Stayton Disclosure
February 2020 The Stayton Disclosure
March 2020 The Stayton Disclosure
April 2020 The Stayton Disclosure
May 2020 The Stayton Disclosure
June 2020 The Stayton Disclosure
July 2020 The Stayton Disclosure
August 2020 The Stayton Disclosure
September 2020 The Stayton Disclosure
October 2020 The Stayton Disclosure
November 2020 The Stayton Disclosure
December 2020 The Stayton Disclosure
Annual Budget
2023 The Stayton Budget
2021 The Stayton Budget
Actuarial Report
2021 The Stayton Actuarial Report
Event Notices
October 6, 2023 Forbearance Agreement Extension Notice
August 4, 2023 Forbearance Agreement Extension Notice
June 14, 2023 Forbearance Agreement Extension Notice
January 19, 2023 Forbearance Agreement Notice
December 1, 2022 Voluntary Notice
September 30, 2022 Cash Flow Budget Notice
June 22, 2022 Deposit Notice
May 17, 2022 Voluntary Notice
CMW Obligated Group
Cusip Numbers
CMW Obligated Group Cusip Numbers
Offering Statement
CMW Obligated Group Offering Statement
Audit Report
2022 CMW Obligated Group Audit Report
Note: The next annual audited financial statements are required to be released 150 days after the last day of the Fiscal Year.
Compliance Letters
2022 CMW Obligated Group Debt Compliance Letter
Continuing Disclosures
2024 Disclosures
January 2024 CMW Obligated Group Occupancy Report
February 2024 CMW Obligated Group Occupancy Report
2023 Disclosures
January 2023 CMW Obligated Group Occupancy Report
February 2023 CMW Obligated Group Occupancy Report
March 2023 CMW Obligated Group Disclosure
April 2023 CMW Obligated Group Occupancy Report
May 2023 CMW Obligated Group Occupancy Report
June 2023 CMW Obligated Group Disclosure
July 2023 CMW Obligated Group Occupancy Report
August 2023 CMW Obligated Group Occupancy Report
September 2023 CMW Obligated Group Disclosure
October 2023 CMW Obligated Group Occupancy Report
November 2023 CMW Obligated Group Occupancy Report
December 2023 CMW Obligated Group Disclosure
2022 Disclosures
September 2022 CMW Obligated Group Occupancy Report
October 2022 CMW Obligated Group Occupancy Report
November 2022 CMW Obligated Group Occupancy Report
December 2022 CMW Obligated Group Disclosure
December 2022 CMW Obligated Group Occupancy Report
Annual Budget
2024 CMW Obligated Group Budget
2023 CMW Obligated Group Budget
Event Notices
Not Applicable
Newcastle Place
Cusip Numbers
Not Applicable
Offering Statement
Not Applicable
Audit Report
2022 Newcastle Place Audit Report
2021 Newcastle Place Audit Report
Note: The next annual audited financial statements are required to be released 150 days after the last day of the Fiscal Year.
Continuing Disclosures
2023 Disclosures
March 2023 Quarterly Report
June 2023 Quarterly Report
September 2023 Quarterly Report
December 2023 Quarterly Report
2022 Disclosures
March 2022 Quarterly Report
June 2022 Quarterly Report
September 2022 Quarterly Report
December 2022 Quarterly Report
2021 Disclosures
September 2021 Quarterly Report
December 2021 Quarterly Report
Annual Budget
2024 Annual Budget
2023 Annual Budget
2022 Annual Budget
Actuarial Report
Not Applicable
Fitch
Not Applicable
Event Notices
Not Applicable
GreenFields of Geneva
Cusip Numbers
GreenFields of Geneva Cusip Numbers
Offering Statement
Not Applicable
Audit Report
2023 GreenFields of Geneva Audit Report
Note: The next annual audited financial statements are required to be released 120 days after the last day of the Fiscal Year.
Continuing Disclosures
2023 Disclosures
June 2023 GreenFields of Geneva Disclosure
September 2023 GreenFields of Geneva Disclosure
December 2023 GreenFields of Geneva Disclosure
Annual Budget
2025 GreenFields of Geneva Annual Operating and Capital Budget
Actuarial Report
Not Applicable
Fitch
Not Applicable
Event Notices
Not Applicable