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Searstone (March 2023)

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HJ Sims Completes 3-Step finance plan for North Carolina life plan community, Searstone, including nearly seventeen-month forward refunding.

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Forward Refunding

Capital College & Career Academy (February 2023)

HJ Sims successfully closes on $13.9 million Series 2023 Bonds for Sacramento, CA start-up public charter high school, Capital College & Career Academy.

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Charter Schools

Community First Solutions (January 2023)

HJ Sims advises Community First Solutions, Ohio-based owner and operator of three senior living communities, on accretive independent living expansion.

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Strategic Planning

Bob Hope School (The Hughen Center, Inc.) (November 2022)

HJ Sims successfully closes on $26.335 million Series 2022 Bonds for Texas nonprofit corporation, The Hughen Center dba as Bob Hope School, which currently operates four charter schools on four campuses in and around Port Arthur, TX.

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Refinancing

Lifespace (November 2022)

HJ Sims steers phased repositioning through turbulent market with the closing of $85,00,000 financing for nonprofit owner/operator, Lifespace.

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Repositioning

Links Funding III (October 2022)

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HJ Sims partners with Links Healthcare to finance acquisition of West Coast community.

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Tranche B Loan

Sims Mortgage Funding Closes Loan That Preserves Affordable, Elderly Housing Community (November 2022)

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Sims Mortgage Funding, Inc. Closes a $5,243,000 Loan That Preserves Again an Affordable, Elderly Housing Community in Pennsylvania

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Sims Mortgage Funding

Kootenai Classical Academy (November 2022)

HJ Sims successfully closes on $13.5m Series 2022 bonds for a start-up classical Idaho public charter school, Kootenai Classical Academy.

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Charter Schools

MoZaic Concierge Living (Stamford, CT) (December 2022)

HJ Sims raises $31.7 million in seed capital for development of new Connecticut life plan community, MoZaic Concierge Living.

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Senior Living

John Hancock Charter School (November 2022)

HJ Sims successfully closes on $25 million Series 2022A&B Bonds for UT-based public charter school, John Hancock Charter School.

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Bonds Charter Schools New Construction

Canyon Grove Academy (September 2022)

HJ Sims successfully closes on $15.625m Series 2022A Bonds for Utah public charter school, Canyon Grove Academy.

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Senior Living Tax Exempt Bonds

White Horse Village (September 2022)

HJ Sims secures $38.7m of hybrid bank financing combining $28.7m tax-exempt direct bank loan renewal and $10.0m taxable revolving line of credit for new capital for PA single site Life Plan Community, White Horse Village.

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Bank Loan Line of Credit

Morningside Ministries (October 2022)

Refinancing led by HJ Sims locks in long-term permanent financing and provides flexibility for future growth for Texas nonprofit organization, Morningside Ministries.

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Senior Living Tax Exempt Bonds

Healthcare Communities Owner and Operator (September 2022)

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HJ Sims provides healthcare communities owner and operator $4.6m Tranche B loan for acquisition of skilled nursing communities.

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Skilled Nursing Tranche B Loan

Cincinnati Classical Academy (September 2022)

HJ Sims provides Ohio-based start-up charter school with working capital funded entirely by HJ Sims’ Private Wealth Management clients.

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Charter Schools Private Placement

Assisted Living and Memory Care Community in the Rocky Mountains (July 2022)

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HJ Sims closes life insurance company loan for assisted living and memory care community in the Rocky Mountains – the second in less than 30 days.

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Life Insurance Company Loan

Carroll Lutheran Village (September 2022)

HJ Sims Acts as an Advisor to Place Long-Term Fixed Rate Cinderella Refinancing and Capital Expenditures Credit Facilities.

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Independent Living Renovation Senior Living

Healthcare Communities Owner and Operator (August 2022)

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HJ Sims provides healthcare communities owner and operator $6.0 million mezzanine loan for nursing home acquisition.

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Mezzanine Loan

Assisted Living and Memory Care Community in the Mountain West (July 2022)

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HJ Sims Closes Life Insurance Company Loan for Assisted Living and Memory Care Community in the Mountain West.

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Life Insurance Company Loan Refinancing

Shining Rock Classical Academy (August 2022)

HJ Sims closes on $21.395 million series 2022 bonds for North Carolina public charter school, Shining Rock Classical Academy to buy out of their lease on one campus and refinance an existing loan.

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Charter Schools
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2150 Post Road, Suite 301

Fairfield, CT 06824

1-800-HJS-1935

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Capital Market Update

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