Welltower - Senior Living / Healthcare - Case study

Dear macaques,

Anyone with information on a Welltower modeling test? Apparently it's 2 hours (potentially including a presentation but sounds a bit tough, unless if that's a very light CF model).

They are huge and do many things from funding operators to Healthy systems development, including senior housing acquisition & development...

I suspect, based on their website that the most suitable thing for a case study would be Senior Housing NNN. As they're not looking for someone with experience in healthcare but more of a RE Acquisition guy (background is in Office Acquisition & Dev).

Do you reckon that from a modeling perspective it sounds like a residential rental model?

1. Welltower + Operator sitting in the OPCO: Set-up vacancy % rather than a proper rent roll/lease tab, potentially some line-items regarding care and would be looking for CF from operations as my main metrics? Then I'm wondering if they would give indications for the split between Operator & Welltower? AM fee + Waterfall?  

Or

NNN

2. Single tenant = Operator: pays rent and I should not be concerned by care line-items nor sector-specific expenses as I would imagine the operator would deal with that and I'll stay focus on basic CF + Returns + KPIs.

Finally assuming that there is no need for a waterfall here, Welltower having this deal funded through its Eq.

Thanks all

 

57 Comments
 
Most Helpful

It is the first one. Senior living, similar to hotels, is an actual business not just renting to a tenant. Well-tower spends a lot of time and effort deciding which markets to enter, permitting land, developing senior housing and then brings on an operator to run it. It’s not like retail where you just build a white box, hire CBRE to lease it up, and collect rent

 

Why did Welltower post looking for an analyst again? Saw that this was for Toronto.

 

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