8-KOther EventsExhibits & Filings

WELLTOWER INC. 8-K Report, Corporate Update (Oct 20, 2015)

Filed October 20, 2015For Securities:WELL

Summary

Welltower Inc. (WELL) announced on October 19, 2015, the successful issuance of $500 million in aggregate principal amount of 4.000% notes due 2025. This issuance represents a further offering of existing notes, making the total outstanding principal for this series $1.25 billion. The proceeds from this offering will be used for general corporate purposes, reinforcing the company's financial flexibility. This transaction demonstrates Welltower's ability to access capital markets effectively, suggesting a healthy credit profile and investor confidence. The fixed coupon rate of 4.000% provides certainty of interest expense, while the long-term maturity of 2025 aligns with the long-term nature of healthcare real estate investments. Investors should note this as a strategic move to fund ongoing operations and potential growth opportunities.

Key Highlights

  • 1Welltower Inc. successfully issued $500 million in 4.000% senior notes due 2025.
  • 2This issuance is fungible with and consolidates with an earlier issuance, bringing the total outstanding principal for the 4.000% notes due 2025 to $1.25 billion.
  • 3The notes were issued under an existing shelf registration statement.
  • 4The offering was made pursuant to an Indenture dated March 15, 2010, as supplemented and amended.
  • 5The notes bear a fixed interest rate of 4.000% per annum, payable semi-annually.
  • 6Interest payments commence on December 1, 2015, with the notes maturing on June 1, 2025.
  • 7The transaction was filed on October 19, 2015, via Form 8-K.

Frequently Asked Questions

This 8-K filing announces Welltower Inc.'s completion of a $500 million offering of 4.000% notes due 2025. It details the terms of the notes, their consolidation with existing notes, and references the governing indenture and amendments.

Following this offering, the aggregate principal amount of outstanding 4.000% notes due 2025 is $1.25 billion ($750 million from the initial issuance plus $500 million from this new issuance).

The notes carry a fixed interest rate of 4.000% per annum, payable semi-annually. The maturity date for these notes is June 1, 2025.

This issuance increases Welltower's total debt by $500 million. The fixed interest rate provides predictable financing costs, and the long maturity aligns with the company's long-term real estate investments, indicating a strategic use of capital.