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The HJ Sims Bond Track Record

Having been in the business since 1937, Sims is an expert in non-rated, tax-free bond issues. Since 1964 Sims has focused its expertise in the senior living industry. In fact, our track record speaks volumes for our experience with bond issues.

Highlights include:

  • Current Yield of 8.67% †
  • Over $5.5 billion in Non-rated Tax Free Bonds for the Senior Living Industry
  • 236 issues
  • 27 different states
  • 71 issues refunded
  • 68 issues refinanced

Adobe PDF Click here to view our track record in detail.

This report contains a detailed summary of all non-rated, tax-free bond issues for the senior living industry that Herbert J. Sims has underwritten and managed since 1965. ‡

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Dick Larkin on CNBC

Dick Larkin, Director of Research at Herbert J. Sims & Co. shares his insight on bond insurers with CNBC's Charlie Gasparino.

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Disclosures

This site has been designed for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security, which may be referenced upon the site. Such offers can only be made where lawful under applicable law.

† There can be no assurance that returns achieved in prior investments will be similar to returns achievable in future investments, since the facts and circumstances of each investment are unique.

‡ Data as of December 31, 2007