Your SlideShare is downloading. ×
0
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Jump start deliverable   sr. housing competitor profiles
Upcoming SlideShare
Loading in...5
×

Thanks for flagging this SlideShare!

Oops! An error has occurred.

×
Saving this for later? Get the SlideShare app to save on your phone or tablet. Read anywhere, anytime – even offline.
Text the download link to your phone
Standard text messaging rates apply

Jump start deliverable sr. housing competitor profiles

700

Published on

Sample senior housing lender competitor profiles used as part of growth jumpstart work sessions

Sample senior housing lender competitor profiles used as part of growth jumpstart work sessions

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total Views
700
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
10
Comments
0
Likes
0
Embeds 0
No embeds

Report content
Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
No notes for slide

Transcript

  • 1. FrontLine Partners Viewpoint Series Sample Deliverable JumpStart Working Session Senior Housing Lenders – Competitor Profiles 2011 www.frontlinepartners.netCompany Overview and Capabilities 1
  • 2. Aviv REIT, Inc. The real estate investment trust (REIT) invests in health care properties consisting primarily of skilled nursing facilities (SNFs). Aviv leases its PublicCompany/ facilities to local, regional, and national operators throughout the US. Location Product Private The REIT has a portfolio of 156 properties with 15,187 licensed beds in Profile 20 states. Geographic Location of Deals – Texas, California, Missouri Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals The REIT was recently Formed in 2008 but has been in the business of financing operators of SNFs for more than 25 Key Customers – Big Wins years through predecessor entities. Daybreak Key Cathedral Rock Deals Sunbridge Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 2
  • 3. Affinity Bank, www.affinitybank.com Affinity Bank provides specialized financing programs for healthcare organizations as well as loans and lines of credit, including home equity PublicCompany/ lines of credit, for businesses and consumers in their market areas. Location Product Private Affinity Bank’s Healthcare Financial Solutions program provides Profile healthcare organizations with an effective tool for increasing financial flexibility to meet the challenges the business. Geographic Location of Deals – California Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Affinity’s Healthcare Financial Solutions division extends to acute care clinics, ambulatory surgery centers, diagnostic Key Customers – Big Wins imaging centers, DME companies and physician practices. Not Available Key Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 3
  • 4. Capital Funding Group, www.capfundinc.com/ Capital Funding Group, Inc. is a full service provider of comprehensive financing solutions for healthcare facilities nationwide, focusing PublicCompany/ exclusively on the long-term care, assisted living and hospital sectors. Location Product Private Profile Geographic Location of Deals – Tennessee, Maryland Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Capital Funding Groups only focus is healthcare loans, while other lenders do a variety of different types of FHA loans, Key Customers – Big Wins such as apartments and mobile home parks. Life Care Centers of America $493 MM Key SAVA Senior Care $1.0 B Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 4
  • 5. CapitalSource Inc. www.capitalsource.com CapitalSource is a real estate investment trust (REIT) with segments devoted to commercial finance, healthcare leasing, residential mortgage PublicCompany/ investing, and banking. Its healthcare unit provides lease financing to Location Product Private skilled-nursing facilities and invests in long-term care facilities. Profile Geographic Location of Deals – Florida, Pennsylvania Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals In July 2008 CapitalSource completed the formation of the formation of CapitalSource Bank, a wholly-owned Key Customers – Big Wins CapitalSource Bank has 22 branch locations throughout the southern and Hosted Solutions $95MM central valley regions of California. Key Falls Center $23MM Establishing the bank marks the Deals Washington Crossing $20MM realization of a well-planned strategy to pair CapitalSource’s commercial lending business with a robust depository. Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 5
  • 6. Capmark Financial Group, Inc. www.capmark.com The company originates, services, and invests in mortgages for commercial real estate including retail, office, health care, hospitality, PublicCompany/ and multifamily properties. Location Product Private Profile Geographic Location of Deals – Global Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals The company represents the commercial mortgage business sold off in 2006 by GMAC, the financial arm of General Key Customers – Big Wins Motors (GM) The company originates more than $20 billion in commercial Key mortgages each year and its servicing portfolio is worth more Deals than $300 billion. The investment business has more than $10.3 billion in assets under management. Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 6
  • 7. Contemporary Healthcare Capital LLC., www.contemporarycapital.com Leading provider of senior mortgage, mezzanine debt and equity to healthcare companies. PublicCompany/ Product Location Geographic Location of Deals – Primarily in Southeast and Midwest Private Profile Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals The five funds that they have are managed and underwritten by the same team, allowing for a seamless program Key Customers – Big Wins for each borrower. 45% of their loan activity is to Skilled Nursing Facilities Key Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 7
  • 8. Dominion Partners LLC, www.dominionpartnersllc.com Dominion Partners develops, owns and operates campus-style Senior Residential Communities providing housing, related care and other PublicCompany/ services for older Americans. Under the trade name Somerby®. Location Product Private Profile Geographic Location of Deals – Virginia, North Carolina, Alabama Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Dominion does not serve as either an intermediary or direct lender. Instead it develops and operates facilities in the Key Customers – Big Wins following markets; senior living, multifamily, condominiums, urban mixed- Somerby of Alpharetta use and office. Key Guardian Place I Deals Somerby of West Mobile Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 8
  • 9. GE Healthcare Financial Solutions, www.gehealthcarefinance.com GE delivers a full range of financing products to a wide variety of healthcare providers including equipment financing, corporate, real PublicCompany/ estate, practice solutions, and vendor financing. Location Product Private Profile Geographic Location of Deals – International Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals GE Healthcare Financial Services offers a variety of products, from fixed or floating rate first mortgages structured as interim Key Customers – Big Wins or permanent debt, to senior secured revolvers, sale leasebacks, construction Catholic Medical Center lending arrangements and equity Key VisEn Medica partnerships. Deals SeaVest Inc. Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 9
  • 10. Greystone Servicing Corporation, Inc. www.greystoneusa.com Greystone Servicing Corporation, Inc. (GSC), a member of the Greystone Financial Group of affiliated companies, is one of the top- PublicCompany/ ranked Fannie Mae and Federal Housing Administration (FHA) lenders in Location Product Private the country. We offer a broad variety of loan products—both taxable and Profile tax-exempt—to facilitate the building, rehabilitation and repositioning of multifamily housing, seniors housing and healthcare facilities. Geographic Location of Deals – National Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Limited Insight Key Customers – Big Wins Not Available Key Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 10
  • 11. Key Bank, www.key.com For more than two decades, KeyBank Real Estate Capitals Healthcare Group has been committed to providing its healthcare clients with PublicCompany/ capital, innovative ideas and solutions, and broad access to the capital Location Product Private markets. Keys healthcare clients include providers of seniors housing, Profile long term care services, acute care services, developers of medical office and outpatient care facilities and healthcare REITS Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of ) Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Key is one of the largest senior housing lenders in the United States with over $1 billion in commitments. Key Customers – Big Wins Erickson Retirement Community Key Athena Deals Aljoya House - $61.5 M Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 11
  • 12. Lancaster Pollard Lancaster Pollard helps health care, senior living, affordable housing and private education organizations expand and improve their services by PublicCompany/ providing financial advice and financing solutions. Location Product Private Profile Geographic Location of Deals – Texas, Ohio, Georgia Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Lancaster is an independent firm that offers consulting services and financing options to find the best solution available Key Customers – Big Wins for each client. Pines Village $10M Key Millennia Housing Development $26M Deals Sarah Moore $9M Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 12
  • 13. Love Funding, www.lovefunding.com Love Funding is a national full-service, commercial mortgage-banking firm. Love Funding offers loan placement services for borrowers, as well PublicCompany/ as origination, consulting and servicing of loans for investors nationwide. Location Product Private The Company offers FHA full-insurance loans, conduit loans, GSE loans Profile and portfolio lending for life insurance companies and several commercial banks. Geographic Location of Deals – Tennessee, Virginia, Florida, Carolinas Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Currently, together with its affiliates, Love Funding’s servicing portfolio is more than $2 billion. Loan programs are not Key Customers – Big Wins limited to senior care but also include New Hampshire Condos- 19.5MM Conventional multifamily and affordable housing, Falcon Creek Apartments – 32MM HUD senior housing, healthcare, retail, Key Kenmore Landing Apartments – 15MM HUD hospitality, office and industrial. Deals David Drye Portfolio – 70 MM Conventional Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 13
  • 14. LTC Properties, Inc., www.ltcproperties.com LTC Properties, Inc. is a self-administered real estate investment trust that invests primarily in the long-term care sector of the health care PublicCompany/ industry through the origination of first mortgage loans and acquisition Location Product Private of properties that are leased to numerous long-term care providers. Profile Geographic Location of Deals – Not available. Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals LTC Properties operates in accordance with federal tax laws and regulation governing real estate investment trusts, Key Customers – Big Wins which enables the Company’s income to be distributed to its stockholders without Not Available federal tax liability to the Company. Key Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 14
  • 15. M&T Bank M&T Bank offers deposit accounts and loans to individuals and small and mid-sized businesses. Its subsidiaries provide brokerage, leasing, loan PublicCompany/ servicing, and other services. Location Product Private Profile Geographic Location of Deals – Northeast Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of ) Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals M&T Healthcare Services Group provides flexible financing and advisory services to non-profit, privately held or publicly held Key Customers – Big Wins healthcare organizations. They assist in funding working capital needs, Not Available purchasing fixed assets, making capital Key investments, or acquiring other Deals healthcare organizations. Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 15
  • 16. Marcus & Millichap, www.marcusmillichap.com/ Marcus & Millichap is a national brokerage firm specializing in real estate investments. They have developed specialty groups for each major PublicCompany/ property category: senior housing, hospitality, multi-family, office, retail Location Product Private etc. Profile Geographic Location of Deals – National Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of ) Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Investment specialists in the National Seniors Housing Group (NSHG) offer investors the most effective research, Key Customers – Big Wins advisory, financing and transactions services tailored specifically to the unique Not Available attributes of each seniors housing property Key type including; seniors apartments, Deals assisted living facilities, independent living facilities, skilled nursing facilities and continuing care retirement communities. Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 16
  • 17. Medical Capital, www.medicalcapital.com Medical Capital Corporation is a specialty financial services company serving the healthcare industry. They provide accounts receivable PublicCompany/ programs, interim financing, and other asset-based alternative solutions Location Product Private to satisfy clients’ capital needs and enable them to achieve their key Profile business objectives. Geographic Location of Deals – California, New York, Illinois Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of ) Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Medical Capital will purchase your existing aged accounts receivable and your new accounts receivable weekly. Key Customers – Big Wins They restore predictable cash flow. Medical Capital pays you for your services New Parkway Hospital immediately and then wait for the Key Envision Hospital Corporation insurance company payments. Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 17
  • 18. Nationwide Health Properties, www.nhp-reit.com Nationwides is a REIT that invests in senior housing facilities, long-term care facilities and medical office buildings throughout the United States. PublicCompany/ In 2007 Healthcare Realty Trust Incorporated sold a portfolio of some 60 Location Product Private senior living buildings to NHP for more than $400 million, which allows Profile Healthcare REIT to focus on outpatient facilities. Geographic Location of Deals – Operates in 43 states. Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals NHP generally acquires real estate and then leases the assets under long-term triple-net master leases to senior housing Key Customers – Big Wins and long-term care operators and various types of leases to multiple tenants in the Brookdale Senior Living case of medical office buildings. Key Emeritus Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 18
  • 19. Prudential Huntoon Paige www.prudential.com/huntoonpaige Prudential Huntoon Paige is the FHA lending business of Prudential Mortgage Capital Company. Prudential provides competitive financing for PublicCompany/ the acquisition, refinancing, rehabilitation and new construction of Location Product Private multifamily and health care properties nationwide. Profile Geographic Location of Deals – National Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of ) Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Mortgage Capital is only a small division of its parent company, Prudential Financial, Inc. Prudential is more Key Customers – Big Wins commonly known for providing insurance and annuities. Sunrise Senior Living Investments Inc. Key Heitman Value Partners II, LLC Deals Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 19
  • 20. Red Capital Group, www.redcapitalgroup.com Red Capital provides debt and equity capital, along with advisory services to the multifamily housing, seniors housing, commercial real PublicCompany/ estate, and health care industries. RED consists of three operating Location Product Private companies which together provide solutions through a full range of Profile capital executions. Geographic Location of Deals – Not Available Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Red consists of three operating companies which together provide solutions to the multifamily housing, Key Customers – Big Wins seniors housing, commercial real estate and health care industries. Atria Senior Living - $41MM RED CAPITAL GROUP companies are Key Merrill Gardens - $18.6MM members of National City Corporation Deals (NYSE:NCC), one of the nation’s largest financial holding companies Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 20
  • 21. The Ziegler Companies, Inc. www.ziegler.com The firm, operating through several subsidiaries, offers investment banking and asset management services. Catering mainly to not-for- PublicCompany/ profit institutions such as health care providers, senior living facilities, Location Product Private schools, and churches, the company provides financing, advisory Profile services, and securities underwriting, sales, and trading. Geographic Location of Deals – Midwest and Florida Estimated Number of 10 20 30 50 Employees Type of Lender Direct Intermediary Both Revenue $M FHA/HUD Fannie Mae/ Conventional 5 10 15 20 25 50+ Type of Estimated Freddie Mac MortgageProduct/ Financing Financials Typical Deal Size Offering Sale/Lease Acquisitions/ Bridge/ Term Profile Back Equity/JV Loans $M 5 10 15 20 25 50+ Nursing Home Assisted Living Psychiatric Type of Degree of Competitive Threat Properties Rehab Apartments Others What is Interesting About This Company Hospitals Their boutique of senior living finance services specializes in multi-site senior living providers, single-site nursing Key Customers – Big Wins home, assisted living, continuing care retirement community (CCRC) and non- Not Available CCRC providers. Key They also service church & schools, Deals healthcare, hospital finance and renewable energy. Overall Company Viability Market Leader Emerging Player Niche Player Visionary Player Document for Discussion CONFIDENTIAL AND PROPRIETARY 21

×