Representative Engagements

Category: Expansion

Lutheran Senior Services

Lutheran Senior Services (“LSS”) is a non-profit parent company that, together with its subordinate entities, owns and operates the 17 communities in Illinois and Missouri.

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Northcrest Community

Northcrest Community (“Northcrest”) is a non-profit corporation located in Ames, Iowa providing housing, healthcare and other related services to residents through the operation of a Type A life care continuing care community (CCRC).

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Forum at Rancho San Antonio

Nestled in the hills of the Rancho San Antonio Preserve in Cupertino, California, the Forum at Rancho San Antonio is an existing resident-owned life plan community which consists of 319 independent living residences, 58 assisted living suites and 48 nursing beds.

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United Methodist Homes PA-NY (Multi-Site)

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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Friends House

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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