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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
    • Institutional Sales & Services
      • Trading
      • Underwriting
      • Meet Our Team
  • Insights & Analysis
    • Market Insight & Commentary
    • Market Rates & Yields
  • Contact Us

Toby and Leon Cooperman Sinai Residences of Boca Raton (March 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,

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Forward Delivery Refunding Senior Living

Maple Knoll Communities (May 2021)

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HJ Sims executes complex current and advanced refundings for Maple Knoll Communities in anticipation of a pending affiliation. Maple Knoll Communities is an Ohio not-for-profit corporation that owns and operates two Continuing Care Retirement Communities.

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Refunding Senior Living

Landis Homes (September 2021)

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Founded in 1964, Landis Homes, also known as Landis Homes Retirement Community, operates a Continuing Care Retirement Community in Lititz, Pennsylvania on a 114-acre campus surrounded by Lancaster County farmland. As of 2021, LHRC serves approximately 850 residents and nearly 50 adult day service clients.

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Investment-grade Ratings New Construction Refunding

Peoples of Bastrop (June 2021)

Aldersgate United Methodist Retirement Community was founded in the 1940s as an organization committed to providing housing and services to elders in the community. Since then, the organization has grown to be one of Charlotte’s most respected aging services providers.

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Advance Refunding Cinderella Bonds Refunding

Aldersgate United Methodist Retirement Community (July 2021)

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Aldersgate United Methodist Retirement Community was founded in the 1940s as an organization committed to providing housing and services to elders in the community. Since then, the organization has grown to be one of Charlotte’s most respected aging services providers.

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Advance Refunding Cinderella Bonds Refunding Senior Living

Poydras Home (May 2021)

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Westminster Village West Lafayette was established in 1976 and subsequently formed into a not-for-profit Life Plan Community in 1981. Located off of Cumberland Park in West Lafayette, Indiana, the community held a long-standing reputation for producing quality services to middle-class retirees.

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New Development Refunding Senior Living

Westminster Communities of Florida Case Study

HJ Sims successfully completes taxable fixed-rate advance refunding and tax-exempt expansion funding allow for streamlined capital structure and continued low-cost growth

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Fixed-Rate Investment-grade Ratings Refunding Senior Living Taxable
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Capital Market Update

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