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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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      • Meet Our Team
  • Analysis & Commentary
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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

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

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Amendments Senior Living Strategic Planning

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

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Amendments Senior Living Strategic Planning

Kahala Nui Case Study (January 2025)

HJ Sims Lead Bookrunner on Kahala Nui Land Purchase Transaction to Help Secure Community’s Future

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Amendments Senior Living Strategic Planning

Rolling Green Village Case Study (September 2024)

Sims Advises Rolling Green Village on Strategic Pre-Development Capital

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Amendments Senior Living Strategic Planning

Brooke Grove Case Study (January 2025)

RIGHTSIZING, RESTRUCTURING,
AND REFINANCING AS A PATH
TOWARD REPOSITIONING

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Amendments Senior Living Strategic Planning

Lifespace Communities Case Study (December 2024)

Sims and Lifespace Partner to Complete Financing to Grow the OG and Bolster Financial Position

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Amendments Senior Living Strategic Planning

Cross Keys Village Case Study (December 2024)

HJ SIMS COMPLETES RATED
BOND-FINANCED CAMPUS
EXPANSION & REPLACEMENT
AND REFINANCING, AND
CONTINUES MULTIPLE DECADES
OF CLIENT COLLABORATION

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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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