8-KOther EventsExhibits & Filings

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

Filed June 8, 2010For Securities:WELL

Summary

Health Care REIT, Inc. (now Welltower Inc.) filed an 8-K on June 8, 2010, to report on the successful issuance of an additional $150 million in 6.125% senior notes due 2020. This issuance, conducted under an automatic shelf registration statement and a firm commitment underwriting agreement, further expands the company's existing series of notes. The net proceeds from this offering will bolster the company's financial resources, likely for strategic investments or debt management within the healthcare real estate sector. This offering enhances the liquidity of the 6.125% senior notes due 2020, bringing the total aggregate principal amount of this series to $450 million. The notes are fungible with the previously issued notes and will trade under the same CUSIP number. The semi-annual interest payments and maturity date remain consistent with the existing notes, providing a predictable debt profile for investors.

Key Highlights

  • 1Issued $150 million in aggregate principal amount of 6.125% senior notes due 2020.
  • 2The new notes are fungible with and will be consolidated with the existing 6.125% notes due 2020.
  • 3Total aggregate principal amount of the 6.125% senior notes due 2020 now stands at $450 million.
  • 4The offering was conducted under an automatic shelf registration statement (Form S-3).
  • 5A firm commitment underwriting agreement was executed with multiple investment banks.
  • 6Interest rate on the notes is 6.125% per year, payable semi-annually.
  • 7The notes mature on April 15, 2020.

Frequently Asked Questions

The primary purpose of this 8-K filing was to report the company's completion of a new debt offering, specifically the issuance of $150 million in senior notes.

With this new issuance, the total aggregate principal amount of the 6.125% senior notes due 2020 outstanding is now $450 million.

No, the new notes are a further issuance, are fungible with, and will be consolidated to form a single series with the previously issued 6.125% notes due 2020. They share the same CUSIP number and trade interchangeably.

The senior notes bear interest at a rate of 6.125% per year, payable semi-annually on April 15 and October 15. The notes mature on April 15, 2020.