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
Senior Living + Healthcare
HJ Sims is a leading capital provider to non-profit and for-profit organizations, including senior living communities and proprietary healthcare systems. A full-service investment bank, our signature method emphasizes your specific and unique needs.
We deliver innovative and flexible capital solutions that meet our clients’ evolving needs through our Financed Right® approach.
What we do:
- Debt Issuance
- Equity Raising
- Acquisition, Affiliations, Divestitures
- Financial Advisory
- Risk Management
- Strategic Capital Planning
- Board Education and Governance
- Investment Management
Solutions we deliver:
- Long-term Bond Solutions
- Bank and Agency Financing
- Interim Finance Solutions
- Alternative Capital Solutions
The HJ Sims Advantage
- Dedicated team of sales, trading, and underwriting professionals, with expertise in investment-grade and high yield municipal and corporate markets
- Broad investor base to cover the full spectrum of Tier I (large) institutional investors along with Tier II and Tier III middle markets
- Unique investor distribution capabilities through HJ Sims Private Wealth Management
Dependability and Solutions
Our clients depend on our expertise and creative solutions for:
- Preferred Equity
- Mezzanine and Subordinate Loan Financing
- Sims HUD PlusSM
- High-Leverage First Mortgages
- Multi-Family Accelerated Processing
- FHA-insured Loans
- Lean Healthcare Programs
Flexibility with the Right Perspective
With our years of experience we provide our clients:
- Higher Leverage
- Structure Flexibility
- Non-recourse Financing
The Right Financing
We offer clients a wide variety of tailored solutions to meet their needs:
- Tax-Exempt Bond/Bank Financing
- Bridge Loans
- Construction Financing
- Expansion Financing
- Advisory Services
- M&A Services
Case Studies
Kahala Nui Case Study (January 2025)
HJ Sims Lead Bookrunner on Kahala Nui Land Purchase Transaction to Help Secure Community’s Future
Rolling Green Village Case Study (September 2024)
Sims Advises Rolling Green Village on Strategic Pre-Development Capital
Brooke 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
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