0001193125-16-473883.txt : 20160224 0001193125-16-473883.hdr.sgml : 20160224 20160223180130 ACCESSION NUMBER: 0001193125-16-473883 CONFORMED SUBMISSION TYPE: FWP PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20160224 DATE AS OF CHANGE: 20160223 SUBJECT COMPANY: COMPANY DATA: COMPANY CONFORMED NAME: WELLTOWER INC. CENTRAL INDEX KEY: 0000766704 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 341096634 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: FWP SEC ACT: 1934 Act SEC FILE NUMBER: 333-203802 FILM NUMBER: 161449811 BUSINESS ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 BUSINESS PHONE: 419-247-2800 MAIL ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 FORMER COMPANY: FORMER CONFORMED NAME: HEALTH CARE REIT INC /DE/ DATE OF NAME CHANGE: 19920703 FILED BY: COMPANY DATA: COMPANY CONFORMED NAME: WELLTOWER INC. CENTRAL INDEX KEY: 0000766704 STANDARD INDUSTRIAL CLASSIFICATION: REAL ESTATE INVESTMENT TRUSTS [6798] IRS NUMBER: 341096634 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: FWP BUSINESS ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 BUSINESS PHONE: 419-247-2800 MAIL ADDRESS: STREET 1: 4500 DORR STREET CITY: TOLEDO STATE: OH ZIP: 43615 FORMER COMPANY: FORMER CONFORMED NAME: HEALTH CARE REIT INC /DE/ DATE OF NAME CHANGE: 19920703 FWP 1 d139474dfwp.htm FWP FWP

Issuer Free Writing Prospectus, dated February 23, 2016

Filed Pursuant to Rule 433

Relating to the Preliminary Prospectus Supplement

Dated February 23, 2016 and

Registration Statement No. 333-203802

Welltower Inc.

Pricing Term Sheet

 

Issuer:    Welltower Inc.
Title of Securities:    4.25% Notes due 2026
Principal Amount:    $700,000,000
Trade Date:    February 23, 2016
Settlement Date:    T+5; March 1, 2016
Maturity:    April 1, 2026
Interest Payment Dates:    April 1 and October 1, commencing October 1, 2016
Coupon:    4.25% per year, accruing from March 1, 2016
Price to Public:    99.227% of the principal amount, plus accrued interest, if any
Yield to Maturity:    4.345%
Benchmark Treasury:    1.625% due February 15, 2026
Spread to Benchmark Treasury:    + 260 basis points
Benchmark Treasury Price/Yield:    98-29 / 1.745%
Optional Redemption Provisions:   
        Make-Whole Call:    Make-whole call prior to January 1, 2026 at + 40 basis points
        Par Call:    Par on or after January 1, 2026
CUSIP / ISIN:    95040Q AC8 / US95040QAC87

Anticipated Ratings*

(Moody’s/S&P/Fitch):

   Baa2/BBB/BBB+
Joint Book-Running Managers:   

UBS Securities LLC

Wells Fargo Securities, LLC

Credit Agricole Securities (USA) Inc.

J.P. Morgan Securities LLC

KeyBanc Capital Markets Inc.


Senior Co-Managers:   

Barclays Capital Inc.

Citigroup Global Markets Inc.

Deutsche Bank Securities Inc.

Goldman, Sachs & Co.

Merrill Lynch, Pierce, Fenner & Smith

                     Incorporated

Morgan Stanley & Co LLC

Co-Managers:   

BB&T Capital Markets, a division of BB&T Securities, LLC

BBVA Securities Inc.

BNY Mellon Capital Markets, LLC

The Huntington Investment Company

Loop Capital Markets LLC

Mitsubishi UFJ Securities (USA), Inc.

PNC Capital Markets LLC

 

* Note: A securities rating is not a recommendation to buy, sell or hold securities and may be subject to revision or withdrawal at any time.

The issuer has filed a registration statement (including a prospectus) with the SEC for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement and other documents the issuer has filed with the SEC for more complete information about the issuer and this offering. You may get these documents for free by visiting EDGAR on the SEC’s website at www.sec.gov. Alternatively, the issuer, any underwriter or any dealer participating in the offering will arrange to send you the prospectus if you request it by contacting UBS Securities LLC toll-free: 1-888-827-7275 or Wells Fargo Securities, LLC toll-free: 1-800-645-3751 or by emailing wfscustomerservice@wellsfargo.com.