Aldersgate United Methodist Retirement Community was founded in the 1940s as an organization committed to providing housing and services to elders in the community. Since then, the organization has grown to be one of Charlotte’s most respected aging services providers.
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 readingAsbury Pennsylvania Obligated Group (June 2021)
Asbury engaged HJ Sims again to facilitate the refinancing of the PA Obligated Group’s outstanding Series 2012 Bonds. In evaluating potential refunding structures, the two key objectives were to maximize debt service savings while also minimizing or eliminating the renewal risk associated with traditional commercial bank financings.
Continue readingWestminster Village West Lafayette (June 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 readingSims Mortgage Funding Completes Metairie Manor Refinancing in Louisiana
Acquisition of a Senior Living Community in Utah (June 2021)
A regional, owner, operator and developer of seniors housing communities, with over 15 years of experience, recently partnered with HJ Sims to close on the acquisition of a senior living community in Utah.
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 readingWatermark Retirement Living (May 2021)
Watermark Retirement Living, which manages 65 communities in 21 states with additional communities under development, including CCRC’s, standalone independent living, assisted living and memory care communities in addition to Medicare-certified rehabilitation and skilled nursing neighborhoods, has partnered with ZOM Living, a highly regarded luxury multifamily developer, to develop two luxury senior living communities in South Florida.
Continue readingStoneCreek at Littleton (April 2021)
HJ Sims Partners with StoneCreek Real Estate Partners and Civitas Senior Living to facilitate $3.8 million in Retroactive PACE Financing. The StoneCreek of Littleton development is a new construction, 92-unit senior housing community that includes 70 assisted living units and 22 memory care units providing local access to quality senior housing and care in the Littleton area of Denver, Colorado.
Continue readingFountaingate Gardens (March 2021)
The Gurwin Healthcare System has been providing quality healthcare services to Long Island since 1988, first with the Gurwin Jewish Nursing and Rehabilitation Center – a CMS 5-Star, 460-bed facility and then with the Fay J. Lindner Residences – a 201 bed assisted living community.
Continue readingMerrill Gardens V Series IV (February 2021)
Based in Seattle, Washington, R.D. Merrill Company (“Merrill”) was founded in 1890 by Richard Dwight Merrill initially as a timberland business, later diversifying into real estate investment, development, and management of senior housing, mixed-use, and multi-family properties.
Continue readingBenchmark V Series III and Benchmark VI Series II
Headquartered in Waltham, Massachusetts, Benchmark Senior Living is a premier owner, operator, and developer of senior living communities. Founded in 1997, Benchmark currently operates 61 communities and over 5,500 units spread across eight states in the northeast.
Continue readingALG Senior
Based out of Hickory, North Carolina, ALG Senior is a best in class senior living owner, operator and developer, operating more than 150 independent living, assisted living and memory care communities in eight states, with a total of more than 12,500 beds under its management.
Continue readingStoneCreek at Copperfield
Based in Dallas, Texas, StoneCreek Real Estate Partners is a collaboration of recognized and seasoned professionals with more than 50 years of combined experience in the operations, development and ownership of successful senior living communities in Texas, Colorado, and Arizona.
Continue readingThe Marshes of Skidaway Island
Skidaway Health and Living Services, Inc. owns the Marshes of Skidaway Island, a non-profit, 501(c)(3) corporation. The Marshes is a Life Plan Community that offers a full continuum of care with independent living, assisted living and skilled nursing services on a single campus.
Continue readingThe Bethel Methodist Home
The Bethel Methodist Home, d/b/a The Knolls, is a non-profit Continuing Care Retirement Community located on a 29-acre campus in Valhalla, New York in Westchester County. The Knolls offers a full continuum of care with independent living, assisted living and skilled nursing services on a single campus.
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.
Continue readingJohn Knox Village Case Study
HJ Sims successfully underwrites pavilion project and refinancing for John Knox Village in Pompano Beach, Florida.
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