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  • About Us
    • Who We Are
    • Leadership
    • Career Opportunities
  • What We Do
    • Private Wealth Management
      • Our Services
      • Meet Our Wealth Management Team
      • Herbert J. Sims Capital Management
      • Highlighted Offerings
      • My Account
    • Investment Banking
      • Senior Living + Healthcare
      • Education Finance
      • Sims Mortgage Funding
      • Events
      • Meet Our Investment Banking Team
    • Institutional Sales & Services
      • Trading
      • Underwriting
      • Meet Our Team
  • Analysis & Commentary
    • Market Rates & Yields
  • Contact Us

Grace Inspired Living Case Study (May 2025)

HJ Sims Successfully Completes
Tax-Exempt Financing
Enabling Affiliation
Integration and Funding
Continuing Campus Growth

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Amendments Senior Living Strategic Planning

FOREST HILLS OF DC (May 2025)

Forest Hills of DC
Enhances Long-Term
Position by Affiliating
with Goodwin Living

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Amendments Senior Living Strategic Planning

Case Study (May 2025)

HJ Sims Provides $4.3 Million
Mezzanine Loan for Skilled Nursing
Acquisition

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Amendments Senior Living Strategic Planning

ISF/Ativo Senior Living (March 2025)

HJ Sims and JLL Execute on $239.68 Million of Bonds to Finance a Three Property, Rental Senior Living Portfolio, Including Two Development Projects and One Fully Stabilized Community

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Amendments Senior Living Strategic Planning

Mozaic Concierge Living Case Study (April 2025)

Sims Underwrites $333.4 Million in
Bonds for the Development of
New Life Plan Community in
Stamford, CT

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Amendments Senior Living Strategic Planning

Kahala Nui Case Study (January 2025)

HJ Sims Lead Bookrunner on Kahala Nui Land Purchase Transaction to Help Secure Community’s Future

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Amendments Senior Living Strategic Planning

Rolling Green Village Case Study (September 2024)

Sims Advises Rolling Green Village on Strategic Pre-Development Capital

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Amendments Senior Living Strategic Planning

Brooke Grove Case Study (January 2025)

RIGHTSIZING, RESTRUCTURING,
AND REFINANCING AS A PATH
TOWARD REPOSITIONING

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Amendments Senior Living Strategic Planning

Cornerstone Charter Academy Case Study (October 2024)

HJ SIMS SUCCESSFULLY CLOSED ON THE
$21.960 MILLION SERIES 2024 BONDS

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Charter Schools

Lifespace Communities Case Study (December 2024)

Sims and Lifespace Partner to Complete Financing to Grow the OG and Bolster Financial Position

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Amendments Senior Living Strategic Planning

Cross Keys Village Case Study (December 2024)

HJ SIMS COMPLETES RATED
BOND-FINANCED CAMPUS
EXPANSION & REPLACEMENT
AND REFINANCING, AND
CONTINUES MULTIPLE DECADES
OF CLIENT COLLABORATION

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Amendments Senior Living Strategic Planning

Phoebe Ministries (August 2024)

HJ Sims Successfully Completes $16 Million Bank Debt Replacement/Refinancing for Phoebe Ministries

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Senior Living

ThriveMore (May 2024)

HJ Sims, ThriveMore Partner Again – Structure $102 million of Growth Capital for ThriveMore in Turbulent Financing Environment

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Senior Living

Ascent Classical Academy Charter Schools (April 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.

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Charter Schools

Assisted Living and Memory Care Community (February 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.

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Campus Repositioning Repositioning

Sims Partners with West Coast Operator to Finance Acquisition of Two-Property Portfolio (June 2023)

HJ Sims Logo

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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Advising

Returning HJ Sims Client in the Southwest, Focused on Long Term Plan of Finance (June 2023)

HJ Sims Logo

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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Advising

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

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

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

Sims Mortgage Funding, Inc.

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
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Herbert J. Sims & Co. Inc.

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Testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.

Capital Market Update

  • Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.
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