Welltower, Inc.

Welltower, Inc.

Welltower, Inc.

Overview
Date Founded

1985

Headquarters

4500 DORR STREET, TOLEDO, OH, 43615, USA

Type of Company

Public

Employees (Worldwide)

443

Industries

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

Company Description

Welltower, Inc. engages in the provision of health care infrastructure and investment of seniors housing operators, post-acute providers, and health systems. It operates through the following segments: Seniors Housing Operating, Triple-net, and Outpatient Medical. The Seniors Housing Operating segment includes the seniors housing communities. The Triple-net segment offers 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 Outpatient Medical segment provides outpatient medical buildings. The company was founded by Bruce G. Thompson and Fritz Wolfe in 1970 and is headquartered in Toledo, OH.

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Executives & Employees

Chairman & Chief Executive Officer

Chief Financial Officer & Executive Vice President

Executive Vice President, Chief Investment Officer

Senior Vice President-General Counsel & Corporate Secretary

Senior Vice President, Global Head of Seniors Housing

Vice President-Head of Development

Senior Vice President, Principal Accounting Officer & Controller

Benefit Plan Administrator

Senior Vice President-Business Development

Senior Vice President-Real Estate Services

Board of Directors

Chairman & Chief Executive Officer at Welltower, Inc.

Partner at Artemis Real Estate Partners LLC

Chief Executive Officer at UCLA Hospital System

Frederic D. Wolfe Professor Emerita of Management & Entrepreneurship at Yale University - Yale School of Management

Chief Executive Officer at Sea World LLC

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

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

President at Society of General Internal Medicine

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

Principal at Collaborative Seed & Growth Partners LLC

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Welltower, Inc.
Owners & Shareholders
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Cohen & Steers is a global investment manager focused on specialty asset classes, including real estate securities, listed infrastructure, real assets, preferred securities, large cap value equities and alternative strategies. Background In 1986, Martin Cohen and Robert Steers established Cohen & Steers as the first investment company to specialize in listed real estate. As the global real estate securities market evolved, we expanded our operations to Europe and Asia Pacific, forming the industry’s largest global investment team dedicated to real estate securities. Through careful consideration, we have added to our investment offerings over the years, developing related strategies designed to meet investors’ increasing demand for dividend income and real returns. Cohen & Steers was listed on the New York Stock Exchange in 2004 under the ticker: CNS. As of December 31, 2012, the company had $45.8 billion in assets under management. Cohen & Steers is headquartered in New York, with offices in London, Brussels, Hong Kong, Tokyo and Seattle.

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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.

Transaction Advisors
Underwriter

Advised onWelltower, Inc. issued USD Common Stock

Underwriter

Advised onWelltower, Inc. issued USD Common Stock

Underwriter

Advised onWelltower, Inc. issued USD Common Stock

Managing Director

Advised onWelltower, Inc. issued USD Common Stock

Legal Advisor

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

Managing Director

Advised onWelltower, Inc. issued USD Common Stock

Advisors & Consultants
Legal Advisor

Partner at Sidley Austin LLP

Advisor

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

Legal Advisor

Senior Vice President-Legal & Administration at Welltower, 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 2019
Market Capitalization
$20B
Total Enterprise Value
$49.5B
Earnings Per Share
$1.2
Revenue
$5.12B
Enterprise Value Sales
9.66x
TEVNet Income
102.13x
Debt TEV
0.31x
Total Equity
$17B
Total Debt
$15.4B
Net Profit
$484M
Enterprise Value EBITDAOperating
21.46x
EBITDAMargin
44.68%
EBITDA
$2.29B
Three Year Compounded Annual Growth Rate Of Revenue
6.16%
Five Year Compounded Annual Growth Rate Of Revenue
8.91%
Non-Profit Donations & Grants
$100K - $500K
2019
$1,000 - $10K
2018
$100K - $500K
2018
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.

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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.

Details Hidden

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.

Investors
Details Hidden

Chairman, Board of Directors at Hadrian Healthcare Ltd.

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 | Tampa, FL

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 Tampa, FL.

Ascension Health Alliance Other Business & Consulting Services | St. Louis, MO

Ascension Health Alliance provides healthcare services. It operates through Healthcare and Solutions divisions. The Healthcare division operates hospitals and senior living facilities. The Solutions division offers a variety of services and solutions including physician practice management, venture capital investing, investment management, biomedical engineering, facilities management, clinical care management, information services, risk management, and contracting. The company was founded in 1999 and is headquartered in St. Louis, MO.

Competitors
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.

Equity Residential Trusts & Funds - Chicago, IL

Equity Residential operates as a real estate investment trust. It engages in the acquisition, development, and management of rental apartment properties, which includes the generation of rental and other related income through the leasing of apartment units to residents. The company was founded by Robert H. Lurie and Sam Zell in March 1993 and is headquartered in Chicago, IL.

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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