Northcrest Community

Northcrest Community (“Northcrest”) is a non-profit corporation located in Ames, Iowa providing housing, healthcare and other related services to residents through the operation of a Type A life care continuing care community (CCRC).

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Friends House

A Maryland nonstock corporation in operation since 1962, Friends House provides housing and other related services as a full-service retirement community, including long-term healthcare services, at its approximately 62 acre campus in Sandy Spring, Montgomery County, Maryland.

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Village Shalom

Village Shalom is an existing life plan community, comprised of 64 independent villas, 54 assisted living apartments, 52 skilled nursing units and 36 memory care suites, located on a 26 acre campus in Overland Park, Kansas.

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Merritt Academy

Merritt Academy, (“Merritt” or the “Academy”), located in New Haven, MI (approximately 27 miles northeast of Detroit), is a Michigan charter school that began operations in September, 2002, enrolling 174 students and offering grades K-5.

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Acquisition of Skilled Nursing Portfolio in Mid-Atlantic

An experienced owner and operator of skilled nursing and senior living properties (“Borrower”) reached an agreement to acquire the fee simple interest in a skilled nursing facility (the “Fee Simple Facility”) and a long term leasehold interest in a skilled nursing facility (the “Leasehold Facility” and collectively the “Portfolio”).

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Benchmark Senior Living V

HJ Sims committed to funding $12 million to purchase Class A Interests in a new investment partnership, BSL Investors Fund II, LLC (“BSL II”) with long-time partner Benchmark Senior Living, LLC (“Benchmark”). BSL II was formed to develop and acquire senior housing communities located in the Boston to Washington DC corridor.

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Merrill Gardens V

In 2016 Sims committed to co-invest $15 million in its third fund (“RDM V” or the “Fund”) with trusted partner Merrill Gardens, LLC (“Merrill Gardens”). RDM V was formed to acquire, develop and operate new senior housing and multifamily properties in the western and southern United States.

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Acquisition Funding

A privately held healthcare owner and operator specializing in the acquisition and management of high quality skilled nursing facilities reached an agreement to acquire a portfolio of two healthcare campuses consisting of over 200 beds.

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Aviva

Sarasota-Manatee Jewish Housing Council, Inc. d/b/a Aviva, is a nonprofit corporation located on an approximate 26-acre site in Sarasota, Florida.

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SearStone

Samaritan Housing Foundation, Inc., d/b/a SearStone Retirement Community, is a life plan community located in Cary, NC. The Community presently consists of 131 independent living apartments, 38 independent living estate homes, 8 assisted living units, and 16 skilled nursing beds.

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Westminster Pines

Westminster Pines, Inc. d/b/a Westminster St. Augustine is a not-for-profit corporation wholly owned by an affiliate of Presbyterian Retirement Communities (“PRC”), otherwise known as Westminster Communities of Florida.

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NewBridge on the Charles

NewBridge on the Charles is a Life Plan Community developed in 2007 with the proceeds of a $457 million tax exempt bond issue underwritten by Sims, the largest issue of its kind. NewBridge is part of Hebrew Senior Life, one of the largest not-for-profit providers of health care and related services in Massachusetts.

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