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