HJ Sims Market Commentary: Going Gray

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

HJ Sims Market Commentary: A Bushel and a Peck

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

HJ Sims Congratulates Brookhaven at Lexington for Achieving a “AA-” Credit Rating from Fitch

“When our Board of Trustees chose HJ Sims to represent Clark in identifying and evaluating potential affiliation partners it was due to two key factors: 1) HJ Sims reputation and experience in working with non-profit, faith based Life Plan Communities through this process and 2) Clark’s ability to work with Lynn Daly. Lynn has consistently demonstrated to me and my Board a willingness to know and embrace our mission, vision and values over the time we have worked with her. She is also honest and frank about the process and how it will work. We are very pleased with the work and support received from HJ Sims and Lynn Daly and we look forward to continuing our relationship with them for years to come.” – Brian Pangle, President/CEO, Clark

Continue reading

UMA 2022 Annual Meeting

United Methodist Association Logo

Growing in Partnership.

Join peers across the country in examining UMA’s communities’ most pressing and emerging needs while deepening connections. Connect deeply, maximize learning and recalibrate as we move forward in an uncertain, yet promising, future.

Exhibiting:

Visit HJ Sims at our exhibiting table in the lobby of The DeSoto Hotel. Start a conversation today.

Sponsorship:

HJ Sims is proud to to be a Wesley sponsor of the United Methodist Association of Health and Welfare Ministries. 

Thought Leadership

Educational Session: Developing and Operating Communities to Serve Middle-Income Seniors

Session Date & Time: Tuesday, April 26, 10:15 – 11:45am

Track: Finance and Operations, Governance and Leadership.

Learning Objectives: 

  1. Evaluate capital strategies and disciplines needed to develop a moderate-income project.
  2. Determine the best financing methods and capital structures for these communities.
  3. Realize how changes to traditional business and pricing models help attract seniors and manage operating expenses.

Featured Speakers:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Kevin Anderson, President & CEO, Wesley Homes
  • David Buckhorn, President & CEO, Wesley Commons

Contacts:

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

HJ Sims Market Commentary: Proud as a Peacock

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

LeadingAge GA 2022 Annual Conference

LeadingAge GA Logo

Momentum.

We look forward to connecting at the LeadingAge Georgia conference and EXPO.

Sponsorship:

HJ Sims is proud to sponsor the Georgia Institute on Aging and LeadingAge Georgia. 

Thought Leadership

Educational Session: HUD Refinancing Options for Senior Housing and Healthcare Communities

Session Date & Time: Wednesday, April 27, 10:15-11:15 am.

Session Description: This program will present a summary of HUD’s mortgage insurance programs for refinancing affordable senior housing and healthcare communities. Discussion topics will include situations that warrant a refinancing, key business issues to consider when refinancing, and an overview of HUD refinancing programs and the Interest Rate Reduction protocol.

Learning Objectives: 

  1. Give participants a general understanding of HUD mortgage insurance programs that are available to refinance their communities.
  2. Provide case studies illustrating the effective use of the mortgage insurance programs.

Featured Speaker:

  • Anthony Luzzi, President, Sims Mortgage Funding

Contacts:

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

ASA 2022 On Aging Conference

American Society on Aging Logo

2022 On Aging Conference

The theme of the 2022 Conference is Advancing Economic Security.

HJ Sims is proud to be a thought leader and present at On Aging, considered to be the nation’s largest multidisciplinary conference on aging.

Education Session:

Reaching a Diverse Middle Market through Innovative Engagement, Funding & Design Strategies

Session Description:

Explore programming, engagement, design and funding strategies to develop age-friendly, diverse, middle market housing. This session will delve into the formation of key strategic partnerships for successful community integration and inclusion. The panel will highlight housing strategies that address the key themes of Innovation and Social Impact, Economic Security and Justice and Equity.

Panelists:

  • Lynn Daly, Executive Vice President, HJ Sims
  • Evon Bergey, Vice President of Community Initiatives, Landis Communities
  • Craig Kimmel, Partner, RLPS Architects
  • Elizabeth Soto Albrecht, Diversity Consultant

Attendance:

AJAS 2022 Annual Conference

AJAS Logo

Collaborative Café:

A reinvented way of exhibiting – Visit us at table #20.

Sponsorship:

HJ Sims is proud to sponsor AJAS, and an Evening with Doris Kearns Goodwin. Doris Kearns Goodwin, is a presidential historian and Pulitzer Prize-winning author, who is poised to offer her insights on leadership.

Thought Leadership

Educational Session #1: What’s Next for Jewish Senior Living Communities

Session Date & Time: Monday, April 4, 10:00 – 10:45am

Session Description: Many Jewish Senior Living Communities have long, successful histories of serving seniors, particular as relates to providing skilled nursing care. In many markets, Jewish Senior Living Communities are viewed as providing the highest level of care in their markets, attracting as many or more non-Jewish residents as Jewish residents. But with aging physical plants, changing reimbursement systems and changing consumer preferences, organizations are facing declining margins and the need for enhanced fund raising to deal with on-going operating deficits. Looking to the future, what are the key metrics and options senior leadership of Jewish Senior Living Organizations should focus on?

Featured Speakers:

  • Aaron Rulnick, Managing Principal, HJ Sims
  • Jason Jorgenson, Vice President/Managing Director of Development, LCS
  • Joe Weisenburger, Vice President/Senior Director of Business Development, LCS
  • Blake Gillman, Vice President/Director of Post-Acute Care Services, LCS
  • Rachel Blumberg, Executive Director, Sinai Residences of Boca Raton

Education Session #2: Community Lay Leaders Program

Creating Strategic Partnerships and Affiliations While Bridging Mission and Vision

Session Date & Time: Monday, April 4, 4:00 – 6:00pm

Session Description: Learn how innovative boards and senior leadership are utilizing strategic partnerships, non-traditional affiliations and new approaches to growth and sustainability. As long term care utilization is continuing to decline and reimbursement is continuing to shrink the financial gaps growth where communities can no longer fundraise their way out of it. The program will review new programs, services and affiliations designed to capture younger consumers, broaden your organization’s reach and enable your communities to be self-sustaining.

Featured Speakers:

  • Carol Silver Elliot, President and CEO, Jewish Family Home
  • Dan Cinelli, Principal, Perkins Eastman
  • Aaron Rulnick, Managing Principal, HJ Sims
  • Melinda Schmitz, President, Sage Age
  • Brian Schiff, Managing Director, BS&A
  • Jeff Weatherhead, Chief Operating Officer, Aldersgate

Contacts:

As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.

HJ Sims Market Commentary: Eyes on Teasuries

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

Mease Life (December 2021)

Mease Life Logo

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 reading

HJ Sims Market Commentary: CONOPS For Investors

HJ Sims Logo

In Department of Defense terminology, CONOPS stands for a concept of operations, a statement that concisely expresses what a commander intends to accomplish and how it will be done using available resources. As the first quarter of 2022 draws to an end, individual investors may see the need to create or revise their own individual investment CONOPS after some in-depth communications with our trusted financial planners, counsel, tax advisers and investment professionals.

Continue reading

HJ Sims Market Commentary: Piano Concerto for the Left Hand

HJ Sims Logo

Paul Wittgenstein was one of eight children born into a wealthy Vienna family in 1887. His parents frequently welcomed into their warm parlor some of the world’s most prominent composers: Johannes Brahms, Gustav Mahler, Richard Strauss. Living through, and serving in World War I, Paul’s story, like many others — then and now — is one of survival and determination.

Continue reading

HJ Sims Expands Public Finance Education Practice

Richard Harmon

HJ Sims is pleased to announce the addition of two senior bankers, Richard Harmon and Robert Nickell, expanding the firm’s public finance education practice. The HJ Sims public finance team provides comprehensive capital planning, structure and execution for charter schools, public and private education systems and institutions.

Continue reading

HJ Sims Market Commentary: Hikes

HJ Sims Logo

By the time he turned five, Harvey “Little Man” Sutton of Lynchburg, Virginia, had spent a remarkable 11% of his life on the Appalachian Trail, hiking more than 2,190 miles through 14 states in 209 days, starting with his first steps up on Georgia’s Springer Mountain in January of 2021, and ending with the final celebratory steps in August atop Mount Katahdin. To maintain or hike is just one of the many questions also facing the Federal Open Market Committee, a very special subgroup of U.S. central bank whose statements and actions drive the global markets.

Continue reading