2021 Conference

HJ Sims is proud to be able to attend, exhibit, sponsor and speak on a session panel. 

Visit us at the HJ Sims Booth.

Session Date & Time: Thursday, September 2, 2021 from 8:45am – 9:45am ET

Thought Leadership and Educational Session:

Should I Refinance My Debt? (And If So, How?)

Interest rates remain low and the consensus regarding increased rates is not a matter of if but when. This session will provide a variety of options every organization should explore, from “Cinderella” and forward delivery bonds to tender options and taxable debt to maximize savings. We also will explore refinancing options for HUD-insured projects, including the Section 232/223(f), 223(f) and 223(a)7 mortgage insurance programs, and HUD’s streamlined Interest Rate Reduction (IRR) protocol.

Featured Speakers:

• Andrew Nesi, Executive Vice President, HJ Sims
• Anthony Luzzi, President, Sims Mortgage Funding

Contacts:

• Andrew Nesi, Executive Vice President, HJ Sims
• Anthony Luzzi, President, Sims Mortgage Funding
• James Bodine, Executive Vice President, HJ Sims

2021 Conference

HJ Sims is proud to be able to attend, exhibit, sponsor and speak on a session panel. 

Visit us at Booth #903.

Session Date & Time: Wednesday, September 1, 2021 from 4:00pm – 5:00pm ET

Thought Leadership and Educational Session:

Moving Forward: A Successful Affiliation Case Study – Westminster Communities

As the COVID-19 pandemic has brought some communities to the brink, more and more communities are considering affiliation for varying reasons. In this session, we will explore how Westminster Communities of Florida successfully turned around Glenmoor – a community that had been through two bankruptcies and had significant entrance fee liabilities at the time of acquisition.

Westminster Communities of Florida was not only able to turn the community around ahead of schedule, but they brought it into their obligated group ahead of schedule as the addition of Westminster St. Augustine (formerly Glenmoor) was accretive to the Obligated Group. This session will focus more on financial, operational and marketing strategies executed at the operator-level, overcoming negative market sentiment surrounding the outstanding entrance fees, and will briefly touch on the 2020 financing that brought WSA into the Obligated Group.

Featured Speakers:

• Melissa Messina, Senior Vice President, HJ Sims
• Hank Keith, CFO, Westminster Communities of Florida

Contacts:

• Melissa Messina, Senior Vice President
• Tom Bowden, Senior Vice President
• Kerry Moynihan, Senior Vice President