HJ Sims - Investment Banking for the Senior Living Industry, Fixed Income Financial Services
Case Studies Listed by Project Name

when our investors compete for your financings,
you are the winner

Project Case StudiesAt Herbert J. Sims, we have used our 40-year history in the senior living industry to create an investor base unlike those of other firms. Thousands of accredited individuals enthusiastically invest in our senior living securities. Our customers give us the freedom to custom tailor the most effective financing for you, as these companies have discovered:


Reduced Owner’s Equity – Sims co-invested with Benchmark Management on five recent portfolio acquisitions.

Specialized Knowledge – Other firms would be reluctant to fund a CCRC project where the first mortgage was held by residents. Because Sims knows the industry so well, we were able to help the Shelter Group finance the acquisition using 2nd and 3rd Mortgage Debt.

Speed – Sims funded a 95% Loan-to-Cost Bridge Loan for a 145-bed nursing home acquisition in just 17 days from the date of the signed commitment letter.

FlexibilityFreedom Bay, an Active Adult/CCRC project, includes an unusual combination of Medical Office Building and Bed & Breakfast. Sims met the challenge with Construction and Mezzanine Loans.

These and billions of dollars worth of Senior Living Projects have come out winners because they talked to Herbert J. Sims. Why not do the same? Let us show you what our experience and customers can do for you.