Cross Keys Village Case Study (December 2024)
HJ Sims successfully underwrites pavilion project and refinancing for John Knox Village in Pompano Beach, Florida.
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
Plymouth Harbor (October 2024)
On October 31, 2024, Plymouth Harbor and its existing lender closed on the $17 million predevelopment financing.
The 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.
LifeSpire 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.
Phoebe Ministries (August 2024)
HJ Sims Successfully Completes $16 Million Bank Debt Replacement/Refinancing for Phoebe Ministries
Los Barrios Unidos (June 2024)
Sims Secures a Bank Line of Credit for Los Barrios Unidos Community Clinic