Senior Living + Healthcare

HJ Sims is a leading capital provider to non-profit and for-profit organizations, including senior living communities and proprietary healthcare systems. A full-service investment bank, our signature method emphasizes your specific and unique needs.

We deliver innovative and flexible capital solutions that meet our clients’ evolving needs through our Financed Right® approach.

What we do:

Debt Issuance
Equity Raising
Acquisition, Affiliations, Divestitures
Financial Advisory
Risk Management
Strategic Capital Planning
Board Education and Governance
Investment Management

Solutions we deliver:

Long-term Bond Solutions
Bank and Agency Financing
Interim Finance Solutions
Alternative Capital Solutions

The HJ Sims Advantage

Dedicated team of sales, trading, and underwriting professionals, with expertise in investment-grade and high yield municipal and corporate markets
Broad investor base to cover the full spectrum of Tier I (large) institutional investors along with Tier II and Tier III middle markets
Unique investor distribution capabilities through HJ Sims Private Wealth Management

Dependability and Solutions

Our clients depend on our expertise and creative solutions for:

Preferred Equity
Mezzanine and Subordinate Loan Financing
Sims HUD Plus^SM
High-Leverage First Mortgages
Multi-Family Accelerated Processing
FHA-insured Loans
Lean Healthcare Programs

Flexibility with the Right Perspective

With our years of experience we provide our clients:

Higher Leverage
Structure Flexibility
Non-recourse Financing

The Right Financing

We offer clients a wide variety of tailored solutions to meet their needs:

Tax-Exempt Bond/Bank Financing
Bridge Loans
Construction Financing
Expansion Financing
Advisory Services
M&A Services

Case Studies

ISF/Ativo Senior Living (March 2025)

HJ Sims and JLL Execute on $239.68 Million of Bonds to Finance a Three Property, Rental Senior Living Portfolio, Including Two Development Projects and One Fully Stabilized Community