State of Senior Living and the Senior Living Capital Markets 2013 PDF
Preview State of Senior Living and the Senior Living Capital Markets 2013
State of Senior Living and the Senior Living Capital Markets 2013* Dan Hermann Steve Jeffrey Lisa McCracken Mike McDaniel Senior Managing Director Managing Director Senior Vice President Senior Managing Head of Investment Banking Senior Living Investment Senior Living Research & Director Ziegler Banking Development Capital Markets Ziegler Ziegler Ziegler *An educational component of the ongoing Ziegler CFO Workshop SeriesSM AGENDA Section 1 - PROVIDER & INDUSTRY TRENDS Section 2 - STATE OF SENIOR LIVING CAPITAL MARKETS Section 3 - CAPITAL MARKETS UPDATE Questions & Answers 1 THIS YEAR’S “STATE OF SENIOR LIVING” FEATURES: Provider & Industry State of Senior Living Trends Capital Markets • Supply & Demand • Investment banking • External Environment • Financing options • Operations • Senior living credit • The Consumer • General market conditions • The Impact • Municipal bond market Preview of what’s to come 2 Section 1 PROVIDER & INDUSTRY TRENDS Dan Hermann Lisa McCracken Senior Managing Director Senior Vice President Head of Investment Banking Senior Living Research & Development Ziegler Ziegler 3 CREATING A STRONGER SENIOR LIVING INDUSTRY THE CONSUMER SUPPLY & DEMAND EXTERNAL ENVIRONMENT OPERATIONS THE IMPACT 4 The Consumer Creating a External The Impact Environment Stronger Senior Living Industry Supply & Operations Demand 5 (In Thousands) DEMOGRAPHICS DEFINE THE MARKET PROJECTED U.S. SENIORS POPULATION (1990 TO 2030) 5 Year Increments 80,000 70,000 Where we are today 60,000 50,000 40,000 30,000 20,000 10,000 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 65 Years & Over 75 Years & Over 85 Years & Over 100 Years & Over Source: U.S. Census Bureau National Population Projections (released 2008, based on Census 2006) 6 (In Thousands) DEMOGRAPHICS DEFINE THE MARKET PROJECTED U.S. SENIORS POPULATION (1990 TO 2030) 5 Year Increments 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 75 Years & Over 85 Years & Over 100 Years & Over Source: U.S. Census Bureau National Population Projections (released 2008, based on Census 2000) 7 (In Thousands) DEMOGRAPHICS DEFINE THE MARKET PROJECTED U.S. SENIORS POPULATION (1990 TO 2030) 5 Year Increments 10,000 9,000 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 1990 1995 2000 2005 2010 2015 2020 2025 2030 85 Years & Over 100 Years & Over Source: U.S. Census Bureau National Population Projections (released 2008, based on Census 2000) 8 Population DEMOGRAPHICS DEFINE THE MARKET Oldest Baby Boomer INFLUENCERS turns 67 this year 2012 US Population 25,000,000 Current 20,000,000 average age of IL resident Adult 15,000,000 Gen Y Gen X Children Decision Makers 10,000,000 5,000,000 0 5 10 15 20 25 30 35 40 45 50 55 60 65 70 75 80 85 90+ Age Average IL age Current age of AL upon move-in & MC resident Sources: US Census Bureau Data Continuing Care Retirement Communities, 2011 profile 9
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