HJ Sims had a busy Q2 with financings totaling $456.6 million. Check out the highlights, our financings for clients and noteworthy milestones from the quarter.
Continue readingHJ Sims Quarter in Review – 2Q 2022
High Point Academy (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.
Continue readingPortfolio of Intermediate Care Facilities (June 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 readingHJ Sims Market Commentary: Dog Days
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 readingArmy 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.
Continue readingHJ Sims Market Commentary: Peaks
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 readingClark-Lindsey Village (June 2022)
HJ Sims structures and sells a unique financing solution to position not-for-profit life plan community, Clark-Lindsey Village for the future. Located in Urbana, IL, the campus currently offers 147 units of Independent Living; 12 units of Memory Care; as well as 105 beds dedicated to Skilled Nursing.
Continue readingHJ Sims Market Commentary: Change for a Dollar
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 readingKendal 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.
Continue readingHJ Sims Market Commentary: Inflated Fears and Fresh Opportunities
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 readingHJ Sims 1st Annual Private Wealth Management Summit Recap
It’s hard to believe it’s been a month since the HJ Sims Private Wealth Management team came together in Boca Raton, FL for our 1st Annual Private Wealth Management Summit. The focus: alternative investments.
The Summit was an opportunity for our financial professionals to gather for education, collaboration, inspiration and a little fun under the sun. With team members in offices around the U.S. and Puerto Rico, many team members have not had the chance to meet face-to-face with their colleagues outside of Zoom. The camaraderie proved to be invaluable, allowing the HJ Sims Private Wealth Management team to forge greater connections with each other and share insights.
While the connections were key, the icing on the cake was the thought-provoking education sessions put on by the Summit sponsors. The team heard about the latest on products, solutions and technology advancements from leading experts in the alternative investments space. Presenters included One Oak Capital Management, Glide Capital, Apollo Global Management, First Trust, Prospect Capital Management, InspereX, Nexpoint, Bluerock, WhiteHawk Energy and Capital Square as well as members of the HJ Sims investment banking team.
Check out the photos below for some of our favorite moments from the Summit.
Interested in building an investment portfolio or looking to take yours to the next level with our team? Get in touch.
Or interested in joining a firm that prioritizes learning and culture and has an extensive history of helping its clients navigate today’s complex market? Explore our career opportunities or get in touch.
The information contained herein is subject to change without notice. Under no circumstances shall this constitute an offer to sell or solicitation of an offer to buy. Investments involve risk including the possible loss of principal. HJ Sims is a member of FINRA and SIPC, and is not affiliated with First Trust, NexPoint, InspereX, First Trust, Prospect Capital Management, Capital Square, One Oak Capital Management, Glide Capital, Apollo Global Management, Blue Rock, WhiteHawk Energy or PCS.
Green MIPs Coming to HUD-Insured Healthcare Facilities
We’ve all heard the expression the “Dog Days of Summer”. Think hot, sultry, languid days, with not much of anything going on. Sims Mortgage Funding questions that if nothing is going on in the HUD mortgage insurance space, what can we glean from this reprieve?
Continue readingHJ Sims Market Commentary: The Red, White and Blue
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 reading24th Annual Knights of York Charity Golf Outing & Dinner
HJ Sims Financial Advisor, Michael Reed Torre is proud to sponsor the Knights of York 24th Annual Charity Golf Outing & Dinner benefiting children’s charities. Michael will be sponsoring a Corporate Foursome at the outing.
About the Knights of York
Founded in 1996, the Knights of York is a modern-day band of of brothers whose noble mission is to improve the lives of children in need. Their motto, “Every Knight for Their Tomorrow” is the vow each Knight takes to succeed at their goal.
A 501(c) (3) nonprofit organization, the Knights of York began its charitable journey as an outgrowth of professional friendship the founders formed. They continue to work compassionately to raise funds for lesser known causes. To date, the Knights of York have donated nearly one million dollars to support medical research, educate autistic children and provide resources to worthy community programs.
Michael Torre is the President Elect of the Knights of York and part of the Golf Outing Committee.
As we continue to experience fluctuations in our capital markets, HJ Sims is committed to Tracking the COVID-19 Impact.
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 readingHJ Sims Market Commentary: Tilting
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 readingBayWoods of Annapolis (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 readingHJ Sims Market Commentary: Sinkers and Curves
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 readingSenior Living Portfolio in Florida
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 readingHJ Sims Market Commentary: End of an Era
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