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
Continue readingISF/Ativo Senior Living (March 2025)
Mozaic Concierge Living Case Study (April 2025)
Sims Underwrites $333.4 Million in
Bonds for the Development of
New Life Plan Community in
Stamford, CT
Kahala Nui Case Study (January 2025)
HJ Sims Lead Bookrunner on Kahala Nui Land Purchase Transaction to Help Secure Community’s Future
Continue readingRolling Green Village Case Study (September 2024)
Sims Advises Rolling Green Village on Strategic Pre-Development Capital
Continue readingBrooke Grove Case Study (January 2025)
RIGHTSIZING, RESTRUCTURING,
AND REFINANCING AS A PATH
TOWARD REPOSITIONING
Lifespace Communities Case Study (December 2024)
Sims and Lifespace Partner to Complete Financing to Grow the OG and Bolster Financial Position
Continue readingCross Keys Village Case Study (December 2024)
HJ SIMS COMPLETES RATED
BOND-FINANCED CAMPUS
EXPANSION & REPLACEMENT
AND REFINANCING, AND
CONTINUES MULTIPLE DECADES
OF CLIENT COLLABORATION
Plymouth Harbor (October 2024)
On October 31, 2024, Plymouth Harbor and its existing lender closed on the $17 million predevelopment financing.
Continue readingThe James (November 2024)
On November 26, 2024 Sims closed on the $473.0 million financing, including serving as sole manager for $455.0 million of senior tax-exempt and taxable bonds underwritten by Sims and $18.0 million of tax-exempt subordinate debt.
Continue readingLifeSpire of Virginia (November 2024)
On November 7, LifeSpire closed on $168,825,000 of Series 2024 Bonds. The long-terms bonds were sold with a 7-year call feature at a 102% premium, as well as a 4.95% true interest cost.
Continue readingPhoebe Ministries (August 2024)
HJ Sims Successfully Completes $16 Million Bank Debt Replacement/Refinancing for Phoebe Ministries
Continue readingLos Barrios Unidos (June 2024)
Sims Secures a Bank Line of Credit for Los Barrios Unidos Community Clinic
Continue readingCovenant Village (July 2024)
Covenant Village Partners with HJ Sims for Historic Investment in Community’s Future
Continue readingThriveMore (May 2024)
HJ Sims, ThriveMore Partner Again – Structure $102 million of Growth Capital for ThriveMore in Turbulent Financing Environment
Continue readingMozaic Concierge Living (Stamford, CT) (November 2022)
HJ Sims raises $31.7 million in seed capital for development of new Connecticut life plan community, MoZaic Concierge Living.
Continue readingCanyon Grove Academy (September 2022)
HJ Sims successfully closes on $15.625m Series 2022A Bonds for Utah public charter school, Canyon Grove Academy.
Continue readingMorningside Ministries (October 2022)
Refinancing led by HJ Sims locks in long-term permanent financing and provides flexibility for future growth for Texas nonprofit organization, Morningside Ministries.
Continue readingThe Need to Increase Senior Living Fees as Inflation Cuts into the Fixed Incomes of Residents and Prospects
Forty-year high inflation rates have impacted every aspect of communities offering independent living, assisted living, memory care, and/or skilled nursing on both the non-profit and for-profit sides.
Continue readingCarroll Lutheran Village (September 2022)
HJ Sims Acts as an Advisor to Place Long-Term Fixed Rate Cinderella Refinancing and Capital Expenditures Credit Facilities.
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 reading