Welltower, Inc.

Welltower, Inc.

Welltower, Inc.

Overview
Date Founded

1970

Headquarters

4500 Dorr Street, Toledo, OH, 43615-4040, USA

Type of Company

Public

Employees (Worldwide)

466

Industries

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

Company Description

Welltower, Inc. is a real estate investment trust. The company invests 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 owns properties in the United States, Canada and the United Kingdom, consisting of seniors housing and post-acute communities and outpatient medical properties. The company 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.

Executives & Employees

Chief Executive Officer

Executive Vice President-Chief Financial Officer

Senior Vice President-General Counsel & Corporate Secretary

Senior Vice President-Controller

Executive Vice President-Business Development

Senior Vice President, Business Development

Senior Vice President-Human Capital

Senior Vice President, Real Estate Services

Senior Vice President-Business Development

Senior Vice President-International

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Board of Directors

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

Chairman, Chief Executive Officer & President at AvalonBay Communities, Inc.

Partner at Artemis Real Estate Partners LLC

Director & President-Vacation Ownership at ILG, Inc.

Chief Executive Officer at Welltower, Inc.

Group Chief Executive Officer at Bentall Kennedy (US) LP

Director, Program on Social Enterprise at Yale University - Yale School of Management

Former Chief Financial Officer, Treasurer & Executive Vice President at HCR ManorCare, Inc.

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

Executive Officer at HLM Venture Partners IV LP

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Owners & Shareholders
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Epoch Investment Partners offer a variety of US, non-US and global long-only equity strategies. Some are diversified while others are concentrated; however, all are generally based on the same investment philosophy and bottom-up fundamental research. The firm looks for companies with transparent business models and a consistent ability to generate free cash flow. They also look for management teams that have proven they intend to allocate cash in a way that creates value for shareholders. Epoch seeks superior risk-adjusted returns through the construction of portfolios with exceptional risk/reward profiles that do not assume a high degree of capital risk. The firm invests in companies with understandable operating models, straightforward financial statements and unrecognized potential. Their investment approach is based on diversification. Epoch diversifies investments across attractive sectors, limits individual holding sizes and employs a strict sell discipline. They look for good businesses that are trading at good prices. The firm also offers investments in mutual funds.

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Today LaSalle operates in 18 countries worldwide. We only invest in real estate, combining our property knowledge with a disciplined investment management approach. A global investment perspective, fostered by the insights of our global research team and the experience of our fund managers, is matched by our ability to successfully execute deals and manage real estate. Knowing local markets is key. We also need to understand our clients’ requirements in order to design investment strategies and devise asset allocations that meet their objectives. At LaSalle, clients come first and we use our fiduciary experience to deliver competitive performance. Our many long-standing clients trust LaSalle and often invest in multiple mandates around the globe. We operate a dedicated team model. Supported by a global platform, investment teams operate as entrepreneurial groups, pursuing a clear investment philosophy for each client and fund. Each team is responsible for the entire life cycle of investment management, including acquisitions, ongoing asset management and sales – and is directly accountable for performance. It is an approach that guarantees 100% alignment with a client’s investment objectives. Regional Investment Committees, comprised of the most senior people at LaSalle, provide fiduciary oversight for all accounts and funds. LaSalle's investment teams also draw on the intelligence and resources of our parent, Jones Lang LaSalle, giving us unique access to market opportunities and key industry leaders

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PGGM is an active, long-term manager which invests globally in equities, private equity, fixed-income securities, real estate and commodities.The firm favors equity investments in North American and Europe and in sectors including financial services, raw materials, services and information technology. Their fixed-income portfolios primarily focus on European government bonds, but they also invest in US bonds and investment-grade credits.PGGM's investment process begins with asset allocation and risk budgeting using VAR and RVAR. They then allocate markets, determine the investment style and select either an internal or an external manager.As a socially responsible investor, the firm pays close attention to the corporate governance practices of the companies in which they invest and exercises their shareholder rights by voting at their general meetings.

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

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Welltower, Inc. issued Common Stock

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Welltower, Inc. purchases Healthlease Properties Real Estate Investment Trust from Mainstreet Property Group, LLC

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Insider Transactions
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Transaction Advisors
Legal Advisor

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

Auditor

Advised onWelltower, Inc. issued Common Stock

Underwriter

Advised onWelltower, Inc. issued Common Stock

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Legal Advisor

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

Managing Director

Advised onWelltower, Inc. issued Common Stock

Managing Director

Advised onWelltower, Inc. issued Common Stock

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Advisors & Consultants
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Legal Advisor

Partner at Sidley Austin LLP

Senior Advisor

President at Brinton Manor, Inc.

Legal Advisor

Senior Vice President-Legal & Administration at Welltower, Inc.

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Clients

Genesis Healthcare, Inc. is a holding company, which engages in the provision of inpatient services through skilled nursing and assisted and senior living facilities. It also offers rehabilitation and respiratory therapy services. It operates through the following segments: Inpatient, Rehabilitation Therapy, and Other Services. The Inpatient Services segment manages skilled nursing facilities, and assisted & senior living facilities. The Rehabilitation Therapy Services segment includes integrated & third-party rehabilitation and respiratory therapy services. The Other Services segment comprises of other specialty medical services, including physician, staffing, hospice & home health, and other healthcare related services. The company was founded on February 2, 2015 and is headquartered in Kennett Square, PA.

Brookdale Senior Living, Inc. engages in the operation of senior living communities. It manages independent living, assisted living, and dementia-care communities, and continuing care retirement centers. It operates through the following segments: Retirement Centers, Assisted Living, CCRCs-Rental, Brookdale Ancillary Services, and Management Services. The Retirement Centers segment includes owned or leased communities that are primarily designed for middle to upper income senior citizens age 75 and older who desire an upscale residential environment. The Assisted Living segment offers owned or leased communities that offer housing and 24-hour assistance with activities of daily life to mid-acuity frail and elderly residents. The CCRCs-Rental segment consists of large owned or leased communities that offer a variety of living arrangements and services to accommodate all levels of physical ability and health. The Brookdale Ancillary Services segment comprises of the outpatient therapy, home health, and hospice services provided to residents of many of the firm's communities, to other senior living communities that the company does not own or operate, and to seniors living outside of the company's communities. The Management Services segment composes of communities operated by the company pursuant to management agreements. The company was founded on June 28, 2005 and is headquartered in Brentwood, TN.

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Key Stats and Financials As of 2016
Market Capitalization
$20.7B
Total Enterprise Value
$37.7B
Earnings Per Share
$1.8
Revenue
$4.28B
Net Profit
$714M
Total Debt
$12.4B
Total Equity
$15.7B
TEVNet Income
52.88x
Debt TEV
0.33x
Enterprise Value Sales
8.81x
EBITDAMargin
51.55%
Enterprise Value EBITDAOperating
17.1x
EBITDA
$2.21B
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Non-Profit Donations & Grants
$100K +
2015
$50K - $100K
2014
$50K - $100K
2013
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Investments
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Sunrise Senior Living Management, Inc. is an American company located in McLean, VA and ultimately controlled by the Government of Canada, that provides senior and assisted living services. The firm was acquired by Revera, Inc. (Canada) on 21 Apr 14.

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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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Suppliers
Senior Housing Properties Trust Real Estate Investment Trusts | Newton, MA

Senior Housing Properties Trust is a real estate investment trust, which invests in independent living communities It operates its business through the following segments: Triple net senior living communities, Managed senior living communities, MOBs and All Others. The Triple net senior living communities segment provide short term and long term residential care and other services for residents. The Managed senior living communities segment provide short term and long term residential care and other services for residents. The MOBs are office or commercial buildings constructed for use or operated as medical office space for physicians and other healthcare personnel, and other businesses in medical related fields, including clinics and laboratory uses. The Other segment includes the remainder of its operations, including certain properties that offer fitness, wellness and spa services to members. The company was founded on December 16, 1998 and is headquartered in Newton, MA.

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 | Tampa, FL

AquaVenture Holdings Ltd. engages in the provision of water purification services. The company focuses on providing Water-as-a-Service with a reliable and cost-effective source of clean drinking and process water primarily under long-term contracts. It operates through the following business segments: Seven Seas Water and Quench. The Seven Seas Water segment offers solutions that utilize reverse osmosis and other purification technologies to convert seawater or brackish water into potable high purity industrial grade and ultra-pure water in large volumes for customers operating in regions with limited access to usable water. The Quench segment generates recurring revenue from the rental and servicing of point-of-use water filtration systems and related equipment. AquaVenture Holdings was founded by Douglas R. Brown on December 14, 2006 and is headquartered in Tampa, FL.

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