On December 28, 2023, HJ Sims successfully closed on the $11.3 million Series 2023 Bonds for Northeast Ohio Classical Academy.
Continue readingNortheast Ohio Classical Academy (December 2023)
California Republic Leadership Academy (June 2023)
In June 2023, HJ Sims closed on the $600,000 private placement, with the taxable note funded by a combination of private wealth clients of HJ Sims and one institutional account.
Continue readingCapital 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.
Continue readingKootenai 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.
Continue readingMozaic Concierge Living (Stamford, CT) (November 2022)
HJ Sims raises $31.7 million in seed capital for development of new Connecticut life plan community, MoZaic Concierge Living.
Continue readingCincinnati 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.
Continue readingBroadview at Purchase College (November 2021)
HJ Sims Raises $398 Million for New University Based Retirement Community on SUNY Purchase College Campus Employing Ground Leasehold Mortgage to Secure Bonds. Upon becoming President of the State University of New York – Purchase College in 2003, Thomas Schwarz assembled a committee to explore the possibility of developing a senior living community on the college campus.
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 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 readingMerrill Gardens VI Series IV
HJ Sims raises additional capital for investment in development fund for Merrill Gardens. HJ Sims secured the capital for the Series IV and issued $6.85 million of securities in October 2020.
Continue readingEncore on the Lake
HJ Sims completes innovative dual bank senior – supplemental debt financing for Encore on the Lake. This new middle market independent living campus is a planned 80-unit Independent Living Community to be constructed on a 6.8 acre site in North Strabane Township, Washington County, PA.
Continue readingMRC Manalapan
HJ Sims secures financing for start-up assisted living and memory care community in unique for-profit/not-for-profit collaboration. MRC Manalapan is a newly formed for-profit senior living developer, consisting of two principals, including LV Development.
Continue readingGenerations at Shalom Park
Generations at Shalom Park represents a collaboration between Shalom Park, a culturally Jewish mixed-use development in the Charlotte, North Carolina metro area, and Aldersgate Life Plan Services, Inc., a well-established Charlotte-based non-profit Methodist organization currently operating an existing life plan community and home care agency.
Continue readingThe Farms at Bailey Station
Luke, Inc. is the not for profit borrower established for the purpose of building The Farms at Bailey Station. Retirement Companies of America is a Memphis-based operator of senior living communities whose mission, for over 35 years, has been to serve seniors and their families through a continuum of care that includes high-quality health care.
Continue readingPhoebe Ministries
Phoebe Ministries (“Phoebe”) is a not-for-profit, multi-facility organization specializing in healthcare, housing, and support services for older adults.
Continue readingLegacy Midtown Park
HJ Sims successfully completes an approximate $186.5 million financing for a start-up rental community that will provide the full continuum of care in Dallas, Texas.
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