partnered right. xecuted right. - hj sims · 2016-09-08 · august 2016 . our clients depend on our...
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FINANCED RIGHT®
Sims is the Right Capital Partner Higher leverage Flexible structure Non-recourse financing Trusted partner in good times and bad
HJ Sims is a leading capital provider to senior housing and proprietary healthcare organizations. Since 1996, we have provided more than $600 million of mezzanine debt and preferred equity to our clients through private placement financings. Our expert banking team has also arranged high leverage development expansion and renovation financing. Sims Mortgage Funding, an HJ Sims subsidiary, has completed more than $1.68 billion in FHA-insured financings for 30+ years. These numbers tell only part of the story. We provide our clients with investment banking expertise, creative lending solutions and expedited time frames for closing, making us the Right Capital Partner for your project.
Our clients know this to be true; hear what they say…
Sims is the Right Capital Partner
“I firmly believe that what constantly draws us back to HJ Sims is the confidence I have developed over the years and that we can rely on their advice and execution. They’ve earned that confidence through the integrity and the atmosphere created by their deep experience in our industry. Sims is a key financial partner for our team at Merrill.”– Bill Pettit, COO, R.D. Merrill Co.
“Sims has been a trusted capital partner since 1986. They once again structured a creative financing solution that allowed us to reduce our debt service while avoiding certain regulatory hurdles. They are the real experts in nursing home finance and the most creative finance people I know.”– Mike Mosier, CFO, Athena
“HJ Sims provided a fantastic outcome to our financing needs. They understood our business and responded quickly. The closing process was seamless and cost effective. I will be working with HJ Sims on my future financing needs. – Charlie Trefzger Jr., Founder and CEO, Affinity
Affinity Living GroupRecapitalization
Multiple Locations, NCSims HUD PlusSM Mezzanine Loan
$6,050,000June 2016
Athena Health Care SystemsRefinancing
Multiple Locations, CT, MA, RISubordinate Debt & Equity
$41,660,000December 2015
Merrill Gardens Start-Up/Development
Multiple Locations, AZ, CA, SC, WA
Equity
$9,375,000August 2016
Our clients depend on our expertise and creative solutions. We offer you:
Mezzanine and Subordinate Loan Financing
Preferred Equity
Sims HUD PlusSM
FHA-Insured Loans
142(d) Bond Financing
Our Mezzanine Debt and Preferred Equity investments range from $2 to $40 million; we can accommodate transactions of any size for our FHA-Insured Loans and 142(d) Bond Financing.
Birchwood Health Care Properties
Acquisition
Multiple Locations, OKMezzanine Loan
$5,250,000July 2016
The Cottages of CarmelAcquisition
Carmel, CAPreferred Equity
$4,125,000July 2014
Preferred EquityPreferred equity is available for expansion, acquisition and buyout of growth opportunities. Sims provides preferred equity financing from private investors and equity funds on joint venture and co-investment bases.
Mezzanine and Subordinate Loan FinancingWith subordinate financing, many of Sims’ clients appreciate increased leverage and lower recourse requirements. With higher leverage, clients can deploy their resources to more projects more quickly, or monetize their equity.
The Orchard Acquisition
Ridgeland, MSMezzanine Loan
$5,160,000June 2016
Orchard View Manor &Heatherwood Rehabilitation
and Health Care CenterRefinancing
Multiple Locations, RISection 232/223(f)
$19,873,000June 2016
FHA-Insured LoansSims Mortgage Funding has specialized in originating FHA-insured loans for healthcare, senior housing and multifamily projects for more than 30 years.
Sims HUD PlusSM
Under Sims HUD PlusSM clients can leverage up to 92.5% of the market value of their project with HUD-approved secondary financing.
142(d) Bond FinancingThrough proprietary 142(d) bond financing, Sims provides access to attractive non-recourse or limited-recourse funding for the development or acquisition/rehabilitation of rental, independent living and assisted living communities.
Tuscan IsleCommunities
Start-Up/Development
Poinciana, FLFixed-Rate Bonds &
Preferred Equity
$43,580,000January 2016
We also provide: Tuscan GardensStart-Up/Development
Venice, FLFixed-Rate Bonds and
Subordinate Bonds
$35,510,000May 2015
Discovery Funding at Sarasota Bay
Start-Up/Development
Sarasota, FLMezzanine Loan
$3,400,000June 2014
Bond/Bank Financing
Mezzanine and Subordinate Loan FinancingNew Construction
Treeo South Ogden Start-Up/Development
South Ogden, UTMezzanine Loan
$3,650,000October 2014
Tax-Exempt Bond/Bank Financing
Bridge Loans
Construction Financing
Expansion Financing
Advisory Services
M&A Services
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Island Nursing andRehabilitation Center
Refinancing
Holtsville, NYSection 232/223(f)
$13,656,333October 2015
Shalom HouseRefinancing
Ventnor, NJSection 223(f)/202
$8,672,800November 2015
FHA-Insured Loans
Belle SavanneApartment Homes
Start-up/Development
Sulphur, LAHUD 221(d)(4)
$19,674,200June 2015
Jeffrey Sands, Managing Principal HJ [email protected]
Curtis King, Senior Vice President HJ [email protected]
Krystal Murphy, Senior Associate HJ [email protected]
Alexia Pozar, Senior Vice President, Asset Management & Credit Analysis HJ [email protected]
Anthony Luzzi, President Sims Mortgage Funding [email protected]
Let us help you find a Financed Right® solution.
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Sims Mortgage Funding is a wholly owned subsidiary of HJ Sims.Member FINRA/SIPC This brochure contains a representative selection of completed financings.
hjsims.com/right-capital-partner