HJ Sims Completes 3-Step finance plan for North Carolina life plan community, Searstone, including nearly seventeen-month forward refunding.
Continue readingSearstone (March 2023)
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.
Continue readingBob 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.
Continue readingLifespace (November 2022)
HJ Sims steers phased repositioning through turbulent market with the closing of $85,00,000 financing for nonprofit owner/operator, Lifespace.
Continue readingJohn 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.
Continue readingResthaven (July 2022)
HJ Sims secures $87.7M of bank financing for expansion project and refinancing for Holland, MI based not-for-profit corporation, Resthaven. Resthaven provides housing, healthcare and other related services through the operation of 145 skilled nursing beds, 116 assisted living units, and 60 independent living rental units.
Continue readingHigh Point Academy (July 2022)
HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.
Continue readingArmy Residence Community (July 2022)
HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.
Continue readingThe Gathering Place (May 2022)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingEvenglow Lodge (March 2022)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingJohn Knox Village of Florida (December 2021)
HJ Sims Partners with Mease Life, a Life Plan Community located in Dunedin, Florida, to successfully complete turnaround financing for the community, which offers both rental and Type C contracts, and consists of 185 independent living units, 104 assisted living units, 32 memory care units, and 62 skilled nursing beds,
Continue readingPlantation Village (November 2021)
HJ Sims Partners with Plantation Village, a life plan community, which opened in 1988 in Wilmington, North Carolina, to Facilitate Approximately $65 Million Hybrid Expansion Financing involving Short-Term and Intermediate-Term Draw Down Bank Debt and Long-Term Fixed Rate Bonds.
Continue readingPeter Becker Community (July 2021)
HJ Sims Successfully Completes $48.5 Million Refinancing and Expansion Project with 15-year Bank Commitment for Peter Becker Community, a not-for-profit life plan community located on a nearly 100 acre campus in Harleysville, Pennsylvania.
Continue readingSearstone (October 2021)
HJ Sims Completes $264.6 Million Expansion and Forward Refundings of Four and Nearly Seventeen Months with Long-Time Client, Searstone, Using Fixed-Rate Bonds and Entrance Fee Principal Redemption Bonds
Continue readingOhio Masonic Home (August 2021)
The Ohio Masonic Home owns and operates three life plan communities across Ohio, including Browning Masonic Community in Waterville, OH, Springfield Masonic Community in Springfield, OH, and Western Reserve Masonic Community in Medina, OH, as well as a foundation outside of the Obligated Group.
Continue readingPoydras Home (May 2021)
Westminster Village West Lafayette was established in 1976 and subsequently formed into a not-for-profit Life Plan Community in 1981. Located off of Cumberland Park in West Lafayette, Indiana, the community held a long-standing reputation for producing quality services to middle-class retirees.
Continue readingSunset Retirement Communities (May 2021)
Sunset Retirement Communities is a multi-campus not-for-profit senior living provider located in West Michigan. HJ Sims was engaged to identify the optimal capital structure for Sunset’s project financing while also reviewing their existing bank debt with two different banks.
Continue readingBlakeford at Green Hills
The Blakeford at Green Hills Corporation is a non-profit, 501(c)(3) Tennessee corporation, which owns and manages The Blakeford at Green Hills (“BGH”), a Life Plan Community that offers independent living, assisted living and skilled nursing services to its residents on a single campus.
Continue readingPeconic Landing
Peconic Landing at Southold is a life plan community located in Greenport, New York on Long Island’s North Fork where residents can enjoy 145 acres with 2,700 feet of private beach on Long Island Sound.
Continue readingJefferson’s Ferry
HJ Sims has been privileged to work Jefferson’s Ferry since we underwrote its initial bond financing in 1999 followed by a refunding of the construction financing in 2006. We have also worked with members of the executive management team prior to them joining Jefferson’s Ferry.
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