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  • About Us
    • Who We Are
    • Leadership
    • Career Opportunities
  • What We Do
    • Private Wealth Management
      • Our Services
      • Meet Our Wealth Management Team
      • Herbert J. Sims Capital Management
      • Highlighted Offerings
      • My Account
    • Investment Banking
      • Senior Living + Healthcare
      • Education Finance
      • Sims Mortgage Funding
      • Events
      • Meet Our Investment Banking Team
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THE PARK AT SOUTH STADIUM – SERIES 2026 (May 2026)

HJ Sims Partnered with JCI
Development, Inc. to Provide $69.63M
For the Construction of Purpose-built
Student Housing in Fresno, CA

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Amendments Senior Living Strategic Planning

RIVERSPRING HEALTH SENIOR LIVING, INC. Case Study (February 2026)

HJ Sims Completes $632,925,000
Financing for New York City’s First
Life Plan Community

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Amendments Senior Living Strategic Planning

PORTERS NECK VILLAGE Case Study (May 2026)

Successful Financing of Phased Expansion
Advances Master Campus Repositioning

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Amendments Senior Living Strategic Planning

LIFESPACE COMMUNITIES Case Study (May 2026)

HJ Sims Executes Back-to-Back
Financings for Lifespace
Communities, Inc.

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Amendments Senior Living Strategic Planning

BURCHAM HILLS Case Study (April 2026)

Sims Secures Pre-Development
Financing for Future Campus Expansion

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Amendments Senior Living Strategic Planning

Hill Valley III Case Study (October 2025)

HJ Sims Provides $2.9 Million
Mezzanine Loan for Skilled Nursing and
Assisted Living Acquisition

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Amendments Senior Living Strategic Planning

Hill Valley Case Study (May 2025)

HJ Sims Provides $4.3 Million
Mezzanine Loan for Skilled Nursing
Acquisition

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Amendments Senior Living Strategic Planning

Case Study: Wesley Commons (November 2025)

Sims and Wesley Commons Execute on Tailored
Expansion and Repositioning Financing

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Amendments Senior Living Strategic Planning

Case Study: Rolling Green (November 2025)

HJ Sims Completes Bond-Financed Expansion
and Assisted Living Modernization for Rolling
Green Village

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Amendments Senior Living Strategic Planning

ASBURY Case Study (October 2025)

Combining Obligated Groups
to Optimize Credit and
Refinancing Outcome

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Amendments Senior Living Strategic Planning

EPISCOPAL RETIREMENT SERVICES Case Study (September 2025)

HJ Sims successfully structured and
executed a $35M financing for a new
middle-market development project

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Amendments Senior Living Strategic Planning

THE JEWISH ASSOCIATION ON AGING Case Study (May 2025)

Fixed Rate Bonds Placed with Single
Investor for First Phase of Critical
Repositioning Project

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Amendments Senior Living Strategic Planning

The Legacy Senior Communities, Inc. Case Study (July 2025)

HJ Sims successfully structured and executed a $72.54 million refinancing of existing bank debt for The Legacy Senior Communities, providing stable, fixed-rate debt service for its Legacy at Midtown Park community through maturity.

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Amendments Senior Living Strategic Planning

ELWYN Case Study (August 2025)

HJ Sims Assists Elwyn With $45 Million
Financing for Milestone Master Campus
Plan Project

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Amendments Senior Living Strategic Planning

Pearl Healthcare (August 2025)

Sims Partners with Pearl Healthcare to Finance Acquisition of Skilled Nursing Portfolio

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Amendments Senior Living Strategic Planning

GREENCROFT COMMUNITIES (December 2024)

Greencroft Communities Acquires
Windsor of Savoy, with HJ Sims Acting
as Placement Agent

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Amendments Senior Living Strategic Planning

Peter Becker Community (June 2025)

HJ Sims Successfully Completes
$38.9 Million Independent Living
Expansion Project with 15-Year
Bank Commitment

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Amendments Senior Living Strategic Planning

Grace Inspired Living Case Study (May 2025)

HJ Sims Successfully Completes
Tax-Exempt Financing
Enabling Affiliation
Integration and Funding
Continuing Campus Growth

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Amendments Senior Living Strategic Planning

FOREST HILLS OF DC (May 2025)

Forest Hills of DC
Enhances Long-Term
Position by Affiliating
with Goodwin Living

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Amendments Senior Living Strategic Planning

Case Study (May 2025)

HJ Sims Provides $4.3 Million
Mezzanine Loan for Skilled Nursing
Acquisition

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Amendments Senior Living Strategic Planning
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Testimonials may not be representative of the experience of other clients and are not indicative of future performance or success.

Capital Market Update

  • Focused on the Investment Banking sector, this newsletter features weekly in-depth market commentary and analysis, industry sector trends and white papers, current market rates and yields and the latest HJ Sims case studies on completed financings, highlights and events.
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