Representative Engagements

Clients count on HJ Sims to provide them with creative solutions and objective advice that is in their best interest, uninfluenced by transaction goals. To learn more, please see this representative sampling of our recent engagements.

United Methodist Homes PA-NY (Multi-Site)
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In early 2018, as a precursor to its campus expansion project, United Methodist Homes PA – NY approached HJ Sims regarding three series of outstanding debt issued in 2013 as a Direct Placement with Citizens Bank (the “Series 2013 Debt”).

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Inspirit Venue Funding
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A Joint Venture between Venue Capital and Inspirit Senior Living (the “Borrower”) reached an agreement to acquire a portfolio of two assisted living and memory care communities located in Ohio (the “Portfolio”).

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Legacy Midtown Park
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HJ Sims successfully completes an approximate $186.5 million financing for a start-up rental community that will provide the full continuum of care in Dallas, Texas.

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Civitas Senior Living
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Sims had the opportunity to provide subordinate financing for the development of Legacy Oaks of Red Oak (the “Community”), a proposed 188-unit independent living, assisted living and memory care community located in Red Oak, TX, a southern suburb of Dallas, TX.

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Friends House
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A Maryland nonstock corporation in operation since 1962, Friends House provides housing and other related services as a full-service retirement community, including long-term healthcare services, at its approximately 62 acre campus in Sandy Spring, Montgomery County, Maryland.

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HJ Sims Locations

2150 Post Road, Suite 301
Fairfield, Connecticut 06824
Phone: (800) 457-1935
Fax: (203) 256-2377

2700 N. Military Trail, Suite 400
Boca Raton, FL 33431
Phone: (888) 457-1935
Fax: (561) 368-9401

100 Wood Avenue South, Suite 203
Iselin, New Jersey 08830
Phone: (800) 300-9040
Fax: (732) 590-0522

8500 Normandale Lake Blvd, Suite 540
Bloomington, MN 55437
Phone: (888) 803-3430
Fax: (952) 683-7543

48 Carr 165 Ste 215
Guaynabo, PR 00968-8032
Phone: (877) 418-5395
Fax: (939) 399-0160

11006 Rushmore Drive
Suite 110
Charlotte, NC 28277

4851 Tamiami Trail N., Suite 200
Naples, Florida 34103
Phone: (800) 593-9167

Orlando, Florida
Phone: (407) 363-4493
Fax: (407) 363-2036

Austin, Texas
Phone: (512) 519-5000
Fax: (512) 519-5015

Rockville, Maryland
Phone: (301) 424-9135
Fax: (203) 418-9083

Philadelphia, Pennsylvania
Phone: (215) 854-6428
Fax: (626) 605-8573

Sims Mortgage Funding
Montvale, New Jersey
Phone: (201) 307-9383
Fax: (201) 307-9380