Sims Underwrites $333.4 Million in
Bonds for the Development of
New Life Plan Community in
Stamford, CT
Mozaic Concierge Living Case Study (April 2025)
Kahala Nui Case Study (January 2025)
HJ Sims Lead Bookrunner on Kahala Nui Land Purchase Transaction to Help Secure Community’s Future
Continue readingRolling Green Village Case Study (September 2024)
Sims Advises Rolling Green Village on Strategic Pre-Development Capital
Continue readingBrooke Grove Case Study (January 2025)
RIGHTSIZING, RESTRUCTURING,
AND REFINANCING AS A PATH
TOWARD REPOSITIONING
Cornerstone Charter Academy Case Study (October 2024)
HJ SIMS SUCCESSFULLY CLOSED ON THE
$21.960 MILLION SERIES 2024 BONDS
Lifespace Communities Case Study (December 2024)
Sims and Lifespace Partner to Complete Financing to Grow the OG and Bolster Financial Position
Continue readingCross Keys Village Case Study (December 2024)
HJ SIMS COMPLETES RATED
BOND-FINANCED CAMPUS
EXPANSION & REPLACEMENT
AND REFINANCING, AND
CONTINUES MULTIPLE DECADES
OF CLIENT COLLABORATION
Plymouth Harbor (October 2024)
On October 31, 2024, Plymouth Harbor and its existing lender closed on the $17 million predevelopment financing.
Continue readingThe James (November 2024)
On November 26, 2024 Sims closed on the $473.0 million financing, including serving as sole manager for $455.0 million of senior tax-exempt and taxable bonds underwritten by Sims and $18.0 million of tax-exempt subordinate debt.
Continue readingLifeSpire of Virginia (November 2024)
On November 7, LifeSpire closed on $168,825,000 of Series 2024 Bonds. The long-terms bonds were sold with a 7-year call feature at a 102% premium, as well as a 4.95% true interest cost.
Continue readingChampion Schools (June 2024)
On June 18, 2024, HJ Sims successfully closed on the $16.175 million Series 2024 Bonds.
Continue readingLa Scuola International School (October 2024)
Sims priced the deal on September 26, 2024 and closed October 8, 2024. The issuance consisted of three term bonds with a final maturity of 40 years. The bonds were nonrated and the first term bond maturing in 2044 has an anytime call option at par. Sims was able to land La Scuola a true interest cost of 5.35%.
Continue readingPhoebe Ministries (August 2024)
HJ Sims Successfully Completes $16 Million Bank Debt Replacement/Refinancing for Phoebe Ministries
Continue readingGreater Ouachita Water Company (June 2024)
HJ Sims Underwrites Tax-Exempt Bonds to Finance Infrastructure Improvements for Greater Ouachita Water Company
Continue readingLos Barrios Unidos (June 2024)
Sims Secures a Bank Line of Credit for Los Barrios Unidos Community Clinic
Continue readingCovenant Village (July 2024)
Covenant Village Partners with HJ Sims for Historic Investment in Community’s Future
Continue readingNortheast Ohio Classical Academy (December 2023)
On December 28, 2023, HJ Sims successfully closed on the $11.3 million Series 2023 Bonds for Northeast Ohio Classical Academy.
Continue readingClackamas Middle College (May 2024)
On May 23, 2024, HJ Sims successfully closed on the $2.83 million Series 2024 Bonds on behalf of Clackamas Middle College (CMC).
Continue readingThriveMore (May 2024)
HJ Sims, ThriveMore Partner Again – Structure $102 million of Growth Capital for ThriveMore in Turbulent Financing Environment
Continue readingWestside Neighborhood School (May 2024)
HJ Sims completes $37 million Bank Financing, for campus renewal and replacement projects, at attractive long-term fixed interest rates and terms for New Jersey non-profit LPC – successfully navigating volatile financing conditions.
Continue reading