8-KOther EventsExhibits & Filings

WELLTOWER INC. 8-K Report, Corporate Update (Apr 7, 2010)

Filed April 7, 2010For Securities:WELL

Summary

Health Care REIT, Inc. (now Welltower Inc.) filed an 8-K report on April 7, 2010, to announce the successful issuance of $300 million in aggregate principal amount of 6.125% senior notes due in 2020. These notes were sold under an existing automatic shelf registration statement and were underwritten by a syndicate of prominent financial institutions. This offering represents a significant financing event for the company, providing capital for its operations and growth initiatives. The notes bear a fixed interest rate of 6.125% and mature on April 15, 2020. The filing also details the associated indenture and supplemental indenture, along with legal opinions related to the issuance, providing transparency on the terms and structure of this debt financing.

Key Highlights

  • 1Health Care REIT, Inc. successfully issued $300,000,000 in aggregate principal amount of senior notes.
  • 2The senior notes bear a fixed interest rate of 6.125% per annum.
  • 3The maturity date for these notes is April 15, 2020.
  • 4The issuance was conducted under an automatic shelf registration statement filed with the SEC.
  • 5The transaction was structured as a firm commitment underwriting.
  • 6The notes are governed by an Indenture dated March 15, 2010, and a Supplemental Indenture No. 2 dated April 7, 2010.
  • 7The filing includes standard legal and tax opinions related to the debt issuance.

Frequently Asked Questions

This 8-K filing serves to report on the material event of Health Care REIT, Inc. (now Welltower Inc.) successfully issuing $300 million of senior notes due in 2020.

The senior notes carry a fixed interest rate of 6.125% and are set to mature on April 15, 2020.

The notes were underwritten by a group including Banc of America Securities LLC, Deutsche Bank Securities Inc., Barclays Capital Inc., and Credit Agricole Securities (USA) Inc.

The notes were issued under an automatic shelf registration statement previously filed on Form S-3 (File No. 333-159040) on May 7, 2009, and the underwriting agreement was referenced as filed in a prior 8-K on April 5, 2010.