HJ Sims Market Commentary: Dog Days

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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.

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2022 LeadingAge National Annual Meeting + EXPO

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HJ Sims is proud to attend, exhibit, sponsor and present during the LeadingAge Annual Meeting. 

Join HJ Sims for a Cocktail Reception during the conference.

Date: Monday, October 17
Time: 5:30 pm – 7:30 pm
Location: Centennial Ballroom B | Hyatt Regency Denver at the Colorado Convention Center | 650 15th Street | Denver, Colorado

Exhibitor Hours:

Visit us at Booth #1919.

  • Monday, October 17 : 12:00 pm – 3:30 pm
  • Tuesday, October 18: 12:00 pm – 3:30 pm
  • Wednesday, October 19: 9:30 am – 11:00 am

Sponsorship:

HJ Sims is proud to be a Annual Meeting Premier Sponsor for LeadingAge National. 

Thought Leadership:

Education Session: Taking Advantage of Consolidation Opportunities

Session Date & Time: Wednesday, October 19th, 11:00 a.m. – 12:00 p.m.

Session Description:

Since 2010, the field of aging services has seen a significant uptick in the number of mergers, acquisitions, affiliations, joint ventures, and dispositions. This thought-provoking session will explore how two very different organizations positioned themselves to take advantage of consolidation opportunities. Representatives from United Church Homes in Marion, OH, and Lifespire of Virginia in Richmond, VA, will share the lessons they learned while evaluating consolidation opportunities, establishing priorities, and driving organizational change. They’ll tell you how your governance and organizational structures can improve or hinder your ability to capitalize on consolidation opportunities. Take home practical strategies that can help you and your board make good decisions the next time opportunity knocks.

Learning Objectives:

  • Learn how governance and organizational structure can help or hinder the ability to capitalize on opportunities.
  • Discuss how to be thoughtful and efficient at the same time.
  • Learn how management can organize and evaluate multiple opportunities, establish priorities, and drive organizational progress.

Featured Speakers:

  • John Renner, Senior Exec VP and Chief Finance and Administrative Officer, United Church Homes
  • Dan Carlton, Board Chair, Lifespire of Virginia
  • Lisa Legeer, Chief Strategy and Integration Officer, Lifespire
  • Lynn Daly, Executive Vice President, HJ Sims
  • Tom Bowden, Senior Vice President, HJ Sims

Attendance:

Women’s Brunch to Kick Off LeadingAge

This brunch is by invitation only, and registration is required. For further information, please contact Sonia Carrero.

Read more insightful thought leadership by the investment banking team at HJ Sims.

Army Residence Community (July 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

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HJ Sims Market Commentary: Peaks

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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: Change for a Dollar

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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

Kendal on Hudson (May 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

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HJ Sims Market Commentary: Inflated Fears and Fresh Opportunities

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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: The Red, White and Blue

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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

Goodwin Living (May 2022)

HJ Sims Successfully Completes $115 Million All Bank Tax-Exempt Financing for New Satellite Campus and Refinancing for Phoebe Ministries, a not-for-profit, multi-facility, Pennsylvania-based organization specializing in healthcare, housing, and support services for older adults.

Continue reading

HJ Sims Market Commentary: Tilting

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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: Sinkers and Curves

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

Senior Living Portfolio in Florida

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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,

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HJ Sims Market Commentary: End of an Era

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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 Closes $25.515 Million Series 2022 Bonds for Texas Public Charter School

HJ Sims announces the closing of a $32 million USDA-financed expansion project for Evenglow Lodge in Pontiac, IL. In accordance with USDA-debt requirements, proceeds of the financing will be used for the construction of 76 replacement assisted living units, common space and other space used by the Health Center, as well as for the demolition of the existing assisted living structure.

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Asbury Maryland (May 2022)

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: One Day at a Time

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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