JLL, HJ Sims obtain tax-exempt and taxable bond financing for Integrated Senior Foundation for 430-unit across Arizona and California

JLL and HJ Sims have arranged $239.68 million in tax-exempt and taxable bond financing for the Integrated Senior Foundation—Ativo Portfolio, a three-property seniors housing portfolio totaling 430 units. Two properties are in Arizona, and one is in California.

JLL and Sims secured fixed-rate financing with a final maturity of 40 years. The financing consisted of $218.25 million of publicly offered tax-exempt senior series 2025A bonds, $5.92 million of taxable senior series 2025B bonds, and $15.50 million of tax-exempt subordinate 2025C bonds. 

Integrated Senior Foundation
Matt Hoskin | Senior Living Operations

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