Welltower, Inc.

Welltower, Inc.

Welltower, Inc.

Overview
Date Founded

1985

Headquarters

4500 Dorr Street, Toledo, OH, 43615, USA

Type of Company

Public

Employees (Worldwide)

384

Industries

Trusts & Funds
Real Estate
IT Consulting & Services
Hospitals & Patient Services
Real Estate Investment Trusts

Company Description

Welltower, Inc. engages in investing with seniors housing operators, post acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience. It operates through the following segments: Triple-net, Seniors Housing Operating and Outpatient Medical. The Triple-net properties segment include long-term/post-acute care facilities, assisted living facilities, independent living/continuing care retirement communities, care homes (United Kingdom), independent support living facilities (Canada), care homes with nursing (United Kingdom) and combinations thereof. The Seniors Housing Operating properties segment includes the seniors housing communities. The Outpatient Medical properties segment includes outpatient medical buildings. The company was founded by Bruce G. Thompson and Fritz Wolfe in 1970 and is headquartered in Toledo, OH.

Contact Data
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Executives & Employees

Chairman & Chief Executive Officer

Executive Vice President-Chief Financial Officer

Executive Vice President-Chief Investment Officer

Senior Vice President-General Counsel & Corporate Secretary

Principal Accounting Officer, Vice President & Controller

Senior Vice President-Treasurer

Benefit Plan Administrator

Senior Vice President-Business Development

Senior Vice President-International

Senior Vice President-Corporate Finance

Board of Directors

Chairman & Chief Executive Officer at Welltower, Inc.

Partner at Artemis Real Estate Partners LLC

Professor at Yale University - Yale School of Management

Group Chief Executive Officer at Bentall Kennedy (US) LP

Former President & Chief Executive Officer at Enterprise Community Investment, Inc.

Former Chief Executive Officer at Franklin Electric Co., Inc.

Vice President Medical Affairs at University of Washington Physicians

President at Society of General Internal Medicine

President at Starwood Hotels & Resorts

Former President & Chief Executive Officer at Blue Cross and Blue Shield of Louisiana

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Welltower, Inc.
Owners & Shareholders
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At Principal Global Investors, designing and delivering the investment solutions that our clients need, when they need them, is our singular and constant focus—and the diverse group of specialized investment boutiques that comprise our asset management business are an important factor in this endeavor. We offer investment strategies that support the growing demand for income and yield, and we leverage our quality-focused alpha and beta offerings in both developed and emerging markets. Our multi-boutique strategy is designed to provide comprehensive investment solutions for our clients. Our growing network of specialized investment boutiques and teams delivers focused areas of expertise in several areas: asset allocation, equities, fixed income, real estate, currency management, stable value, and other structured investment strategies.

Details Hidden

Zimmer seeks to achieve the clients' investment objectives primarily through individual security selection based on fundamental research and analysis. Their clients invest primarily in equity securities of electric and gas utilities, integrated utilities, water utilities, telecommunication companies, independent power producers and pipelines, exploration and production companies, oilfield services companies, renewable energy companies, and more broadly in energy and infrastructure-related industries.

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PrinREI offers a number of real estate investment strategies relating to direct and indirect investment in real estate and real estate interests. The strategies fall into four different areas: private equity real estate, real estate equity securities issued by real estate investment trusts and other companies involved in the commercial real estate business, private real estate debt, and public real estate debt securities such as commercial mortgage backed securities (CMBS). They make their investment management decisions using a relative value approach. This team-based, time-tested process includes in-depth research and focuses on maximizing investment returns that match your risk tolerances and preferences. The foundation of PrinREI's investment decisions is a combination of top-down economic and sector analysis with bottom-up asset analysis, giving their investment professionals the insights they need to successfully execute strategies. Their macroeconomic and microeconomic research incorporates analysis of economic, demographic, political, technological, property and capital market trends. Data from their equity and debt transaction, leasing and asset management portfolio is combined with external and capital markets knowledge to develop forecasts for the metropolitan statistical areas that they cover.

Recent Transactions
Details Hidden

Welltower, Inc. purchases Quality Care Properties, Inc.

Details Hidden

Welltower, Inc. purchases Vintage Senior Living, Inc. /19 Senior Living Properties from Vintage Senior Living, Inc.

Details Hidden

Welltower, Inc., Revera, Inc. - Canada purchase Regal Lifestyle Communities, Inc.

Insider Transactions
Details Hidden
Transaction Advisors
Underwriter

Advised onWelltower, Inc. issued Common Stock

Underwriter

Advised onWelltower, Inc. issued Common Stock

Underwriter

Advised onWelltower, Inc. issued Common Stock

Managing Director

Advised onWelltower, Inc. issued Common Stock

Legal Advisor

Advised onWelltower, Inc. purchases FC-Gen Acquisition Holding LLC from FC-GEN Investment LLC

Managing Director

Advised onWelltower, Inc. issued Common Stock

Advisors & Consultants
Legal Advisor

Partner at Sidley Austin LLP

Advisor

Executive Vice President & Chief Financial Officer at First Defiance Financial Corp.

Senior Advisor

President at Brinton Manor, Inc.

Clients

Genesis Healthcare, Inc. is a holding company, which engages in the provision of inpatient services through skilled nursing and assisted and senior living communites. It also offers rehabilitation and respiratory therapy services. It operates through the following segments: Inpatient Services, Rehabilitation Therapy Services, and Other Services. The Inpatient Services segment manages operation of skilled nursing facilities and assisted/senior living facilities. The Rehabilitation Therapy Services segment provides rehabilitation and respiratory therapy services. The Other Services segment comprises of other specialty medical services, including physician services, staffing services, and other healthcare related services. The company was founded in 1985 and is headquartered in Kennett Square, PA.

Brookdale Senior Living owns and operates over 1,000 senior living communities and retirement communities in the United States. Brookdale was established in 1978 and is based out of Brentwood, Tennessee. In the late 1990s and early 2000s, Fortress Investments became the majority owner of Brookdale, holding approximately 51% of its share. Currently, Glenview Capital Management (a hedge fund) holds the largest number of shares. Brookdale has approximately 70,000 staff members and 100,000 residents.

Key Stats and Financials As of 2018
Market Capitalization
$35.8B
Total Enterprise Value
$41.1B
Earnings Per Share
$0.91
Revenue
$4.7B
Net Profit
$389M
Total Debt
$13.3B
Total Equity
$16B
Enterprise Value Sales
8.75x
TEVNet Income
105.61x
Debt TEV
0.32x
EBITDAMargin
43.65%
Enterprise Value EBITDAOperating
20.04x
EBITDA
$2.05B
Five Year Compounded Annual Growth Rate Of Revenue
10.32%
Three Year Compounded Annual Growth Rate Of Revenue
6.77%
Non-Profit Donations & Grants
$1M - $2.5M
2017
$100K +
2015
$50K - $100K
2014
Investments
Details Hidden

Sunrise Senior Living Management, Inc. provides senior and assisted living services. The company was founded on August 21, 1981 and is headquartered in McLean, VA.

Details Hidden

Compassus is a nationwide network of community-based post-acute care services primarily focused on hospice, palliative and home health care. The Nashville, Tennessee-based company was founded in 2006, but its roots in hospice reach back to 1979. Today, the company operates more than 150 hospice, palliative and home health programs in 31 states across the U.S. The mission of Compassus is to honor life and offer hope to individuals facing serious or terminal illness by supporting them with a common culture focused on three core values: Compassion, Integrity, and Excellence. Compassus employs more than 4,000 colleagues who provide a range of home health, hospice and palliative services and other resources to benefit patients and families.

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Silverado Senior Living Holdings, Inc. operates as a holding company. It engages in the provision of senior homecare services. The company is headquartered in Irvine, CA.

Suppliers
Bankrate, Inc. Internet Software & Services | NEW YORK, NY

We at Bankrate, Inc. have over three decades' experience in financial publishing. Bankrate was born in 1976 as "Bank Rate Monitor," a print publisher for the banking industry. The "Bank Rate Monitor" newsletter we originally distributed contained much of the same rate research and information we're known for and respected for today. After two decades of conducting quality, trusted rate research, we took our product to the Web, expanded our offerings and made our online debut in 1996. Since then, we have increased our site traffic to over 7 million monthly unique visitors, expanded our distribution outlets, added new content channels and continually strive to provide a better, more comprehensive consumer experience. Today, Bankrate, Inc. is the Web's leading aggregator of financial rate information, offering an unparalleled depth and breadth of rate data and financial content. Bankrate continually surveys approximately 4,800 financial institutions in all 50 states in order to provide clear, objective, and unbiased rates to consumers. Our flagship Web site, Bankrate.com, provides free rate information to consumers on more than 300 financial products, including mortgages, credit cards, new and used automobile loans, money market accounts, certificates of deposit, checking and ATM fees, home equity loans and online banking fees. In addition to rate data, we publish original and objective personal finance stories to help consumers make informed financial decisions. Our staff of award winning reporters and editors provides expert advice on just about every major financial decision facing our readers: from purchasing their first home, to selecting a new car, to saving for retirement. Hundreds of print publications depend on Bankrate as the trusted source for financial rates and information, including 8 of the top 10 newspapers in the country, including The Wall Street Journal, USA Today, The New York Times, The Los Angeles Times and The Boston Globe. And you will see our data frequently referenced on "CNN," "CNBC," "Fox Business News," "ABC News" and many other major broadcast news outlets.

AquaVenture Holdings Ltd. Waste Management & Recycling | Road Town, TO

AquaVenture Holdings Ltd. engages in the provision of water purification services. It operates through Seven Seas Water and Quench segments. The Seven Seas Water segment delivers treated bulk water to governmental, municipal, industrial, and hospitality customers. The Quench segment focuses in the rental and servicing of POU water filtration systems and related equipment, such as ice and sparkling water machines, and from the contracted maintenance of customer-owned equipment. The company was founded by Douglas R. Brown on December 14, 2006 and is headquartered in Road Town, British Virgin Islands.

Marchex Inc. Computer Software | SEATTLE, WA

Marchex, Inc. is a call analytics company, which engages in provision call solutions for marketers, sales and developers. It offers Marchex call analytics platform, Marchex call marketplace, and Marchex local leads products to automotive, travel and hospitality, telecommunications, insurance, home services, digital agencies, healthcare, education and careers, financial services, legal, real estate, and senior living industries. It delivers data insights and incorporate artificial intelligence (AI)-powered functionality that drives insights and solutions to help companies find, engage, and support its customers across voice and text-based communication channels. The company was founded by Russell C. Horowitz, Ethan A. Caldwell, Peter Christothoulou, and John Keister on January 17, 2003 and is headquartered in Seattle, WA.

Competitors
Equity Residential Trusts & Funds - Chicago, Illinois

Equity Residential operates as a real estate investment trust, which engages in the acquisition, development, and management of rental apartment properties. The company was founded by Robert H. Lurie and Sam Zell in March 1993 and is headquartered in Chicago, IL.

Public Storage Trusts & Funds - GLENDALE, CA

Public Storage built its first self-storage facility in 1972. Today it operates over 2,200 unique and diverse company-owned locations in the United States and Europe, totaling more than 142 million net rentable square feet of real estate. Its PS Business Parks interest adds another 28 million(approx.) rentable square feet of commercial and industrial space. Based on number of tenants, Public Storage is among the largest landlords in the world. Given its long and successful history, its presence in major markets, its customer focus and its leadership position in the self-storage industry, Public Storage is a respected and trusted operator of self-storage facilities. Public Storage is a member of the S&P 500 and FT Global 500. Common and preferred stock for Public Storage trade on the New York Stock Exchange.

Simon Property Group, Inc. Trusts & Funds - Indianapolis, Indiana

Simon Property Group, Inc. operates as a self-administered and self-managed real estate investment trust. It owns, develops and manages retail real estate properties which primarily consist of regional malls, premium outlets and mills. Simon Property Group specializes in the ownership, development, management, leasing, acquisition and expansion of income-producing retail real estate assets. The company was founded by Fred Simon, Herbert Simon and Melvin Simon in December 1993 and is headquartered in Indianapolis, IN.

Awards & Honors
Rank #609
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
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