Our team of market analysts have a singular mission: to help you make better investment decisions. Read the latest market commentary.
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 readingHJ Sims Partners with Clark Lindsey Village as the First Phase of a Repositioning Vision Becomes Reality
HJ Sims is pleased to announce the successful closing of a September 2021, $8.781 million taxable note on behalf of Clark Lindsey Village. Established in 1978, Clark Lindsey Village is a not-for-profit Life Plan Community located in Urbana, Illinois. Today, the campus encompasses all levels of care with 147 units of Independent Living; 12 units of Memory Care and Assisted Living; as well as 105 beds dedicated to Skilled Nursing. It is one of eight communities in the nation to have earned the designation as a “Center for Successful Aging.”
Continue readingAn Exclusive Investment Opportunity: Wesley Woods of Newnan
Clark Lindsey Village (September 2021)
Founded in Upper Sandusky, Ohio in 1916, United Church Homes owns and manages more than 70 Life Plan, healthcare and affordable housing communities in 14 states and two Native American nations. UCH provides affordable housing, independent living, assisted living, long-term care, rehabilitative care and memory care to thousands of older adults.
Continue readingHJ Sims Market Commentary: Oases of Care
Our team of market analysts have a singular mission: to help you make better investment decisions. Read the latest market commentary.
Continue readingHJ Sims Market Commentary: No Fugue in D Minor this Halloween
Our team of market analysts have a singular mission: to help you make better investment decisions. Read the latest market commentary.
Continue readingHJ Sims Assists United Church Homes Acquire Pre-built Start-up Independent Living Campus
HJ Sims is pleased to announce the successful closing of a July 2021 financing in the amount of $26.3 million for United Church Homes (UCH). Sims was hired to assist UCH in connection with securing financing to acquire the Polaris Retirement Community from Polaris Retirement Living Properties, LP. A newly built independent senior living community for those 55 and older having 136 one- and two-bedroom apartments located north of Columbus, OH.
Continue readingUnited Church Homes – Polaris (July 2021)
Founded in Upper Sandusky, Ohio in 1916, United Church Homes owns and manages more than 70 Life Plan, healthcare and affordable housing communities in 14 states and two Native American nations. UCH provides affordable housing, independent living, assisted living, long-term care, rehabilitative care and memory care to thousands of older adults.
Continue readingHJ Sims Market Commentary: Seasons of Change
Our team of market analysts have a singular mission: to help you make better investment decisions. Read the latest market commentary.
Continue readingHJ Sims Market Commentary: Wise Owls and Head Spinners
Our team of market analysts have a singular mission: to help you make better investment decisions. Read the latest market commentary.
Continue readingAn Exclusive Investment Opportunity: Searstone 2021
HJ Sims Assists Landis Homes in Securing Bank Financing for a New Independent Living Campus in Downtown Lancaster and Refinancing of Variable Rate Bank Debt with Fixed-Rate Bond Debt
HJ Sims Market Commentary: Pace of the Year-end Race
Our team of market analysts have a singular mission: to help you make better investment decisions. Read the latest market commentary.
Continue readingLandis Homes (September 2021)
Founded in 1964, Landis Homes, also known as Landis Homes Retirement Community, operates a Continuing Care Retirement Community in Lititz, Pennsylvania on a 114-acre campus surrounded by Lancaster County farmland. As of 2021, LHRC serves approximately 850 residents and nearly 50 adult day service clients.
Continue readingAn Exclusive Investment Opportunity: Broadview at Purchase College
Lifespire of Virginia (September 2021)
LifeSpire of Virginia consists of four owned and operated life plan communities across the Commonwealth of Virginia, as well as the Virginia Baptist Homes Foundation. Shortly following the Series 2021 financing, LifeSpire will acquire the independent living, assisted living, and surrounding land of The Summit, located in Lynchburg, Virginia.
Continue readingHJ Sims Market Commentary: Every Endeavor
Our team of market analysts have a singular mission: to help you make better investment decisions. Read the latest market commentary.
Continue readingU.S. House Ways and Means Committee Proposes Restoring Tax-exempt Advance Refundings
The House Ways and Means Committee introduced the tax proposal connected with the $3.5 trillion budget reconciliation bill, the Build Back Better Act. The tax proposals included therein would restore tax-exempt advance refundings, which have been unavailable to governmental and 501(c)(3) as a means of reducing the cost of capital since the passage of the Tax Cuts and Jobs Act of 2017.
Continue readingPresbyterian Senior Living (July 2021)
HJ Sims successfully positions Pennsylvania not-for-profit corporation, Presbyterian Senior Living for future projects with an efficient fixed-rate refinancing.
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