8-KOther EventsExhibits & Filings

WELLTOWER INC. 8-K Report, Corporate Update (Nov 1, 2011)

Filed November 1, 2011For Securities:WELL

Summary

This Form 8-K filing from Health Care REIT, Inc. (now Welltower Inc.) on November 1, 2011, provides important information regarding their 4.75% Convertible Senior Notes due 2026. The company is formally notifying noteholders of two significant options available to them: a "Put Option" and a "Conversion Option". The Put Option allows noteholders to sell their notes back to the company at par value (100% of principal) plus accrued interest, with the company obligated to purchase them on December 1, 2011. The deadline for exercising this option is November 30, 2011. Simultaneously, noteholders are also informed of their right to convert their notes into cash and potentially shares of the company's common stock. This conversion window is open from November 1, 2011, through December 1, 2011. These announcements are crucial for investors holding these specific notes, as they present key decisions regarding their investment in the company's debt.

Key Highlights

  • 1Health Care REIT, Inc. (WELL) announced the availability of a Put Option for its 4.75% Convertible Senior Notes due 2026.
  • 2Noteholders have the option to sell their notes back to the company at 100% of principal plus accrued interest.
  • 3The company is scheduled to purchase notes tendered through the Put Option on December 1, 2011.
  • 4The deadline for noteholders to exercise the Put Option is November 30, 2011.
  • 5Noteholders also have the right to convert their notes into cash and potentially common stock.
  • 6The conversion period for the notes runs from November 1, 2011, to December 1, 2011.
  • 7The Bank of New York Mellon Corporation is acting as both the paying agent and conversion agent for these notes.

Frequently Asked Questions

Holders of these notes have two primary options: a 'Put Option' to sell their notes back to Health Care REIT, Inc. at par plus accrued interest, and a 'Conversion Option' to convert their notes into cash and potentially shares of the company's common stock.

The Put Option will expire at 5:00 p.m., New York City time, on November 30, 2011.

The company is obligated to purchase the notes tendered through the Put Option on December 1, 2011.

Noteholders are entitled to convert their notes at any time from November 1, 2011, to December 1, 2011, inclusive.