partnering with you to ignite success · cappella living solutions is the consulting and management...
TRANSCRIPT
PARTNERING WITH YOU TO IGNITE SUCCESS
3
4
10
14
16
18
19
Introduction to Cappella Living Solutions
Relevant Experience
Team Biographies
Case Study: Bella Vita
Infographic: Casey’s Pond
References
With over 45 years of operational experience and a talented bench of experts, Cappella Living Solutions provides the tools needed to
ignite success.
Table of Contents
2Smiles abound at Someren Glen
Cappella Living Solutions is the consulting and management division of Christian Living Communities. Established in 1972, CLC owns and operates highly successful Life Plan Communities, Adult Day Services and Home Care Services in the Denver metro area.
Cappella Living Solutions(for pro�t)
Christian Living Communities501c3 (not-for-pro�t)
Mergers, A�liations and Acquisitions
Christian LivingNeighborhoods
501c3 (not-for-pro�t)
CLCDayspring Villa, LLC
Help for other not-for-pro�tsModerately priced rental housing
Management of owned communities
A Family of Companies Organized to Enrich the Lives of Seniors
Introduction to Cappella Living Solutions
Cappella Living Solutions has been igniting success as a premier operator and consultant for senior living since 1972.
With a focus on strong sales and marketing methods, efficiency in operations and expertise in technology, we are able to drive occupancy at all service levels. Our uncompromising commitment to powerful community culture drives our focus on the continued growth of residents and staff.
Our passion is to inspire a world of possibilities in senior living through experienced leadership and strategic insight that ignites success and transforms the way the world views aging.
54
Introduction to Cappella Living Solutions
76
Clermont Someren Holly Dayspring Total Park Glen Creek Villa*
Independent Living 167 72 198 437
Independent Living Cottages 21 21
Assisted Living 17 77 28 71 193
Memory Support Assisted Living 18 12 30
Memory Support Skilled Nursing 26 26
Nursing Beds 63 65 24 152
TOTAL EXISTING UNITS 265 240 283 71 859
PROJECT COST $77.7M $16.2M $87M N/A $180.9M
CLC COMMUNITIES CURRENT UNIT MIX
*Acquisition and transition services provided by Cappella
EXISTING COMMUNITIES NEW CONSTRUCTION
Apartment Type Casey’s Pond Bella Vita Melody Cappella at Retreat at Total Sr. Living Grand Junction Sunny Vista
Independent Living 34 86 120
Assisted Living 30 57 40 38 165
Memory Support Assisted Living 26 22 26 32 106
Skilled Nursing 66 66
TOTAL EXISTING APARTMENTS 156 86 79 66 70 457
PROJECT COST N/A N/A $22.1M $12.5M $17.5M $52.1M
CAPPELLA LIVING SOLUTIONS MANAGEMENT & DESIGN
Introduction to Cappella Living Solutions
98
CONSULTING
AG Confidential Confidential Confidential Las Heritage The Rosemark Total Apartment Type Rhodes Operational (Colorado) (Kansas) Montanas West Oberon at (Eden Assessment Operational Operational Financial Financial Financial Mayfair Alternative)® Assessment Assessment Pro Forma Pro Forma Pro Forma Design
Independent Living 62 90 280 50 482
Assisted Living 25 107 41 88 48 57 366
Skilled Nursing 130 45 175
Memory Support 15 32 16 31 94
TOTAL EXISTING 130 87 107 191 400 50 64 88 1,117 APARTMENTS
CAPPELLA LIVING SOLUTIONS CONSULTING
Relevant Experience - Representative Projects
CASEY’S POND
Located in the beautiful mountain setting of Steamboat Springs, CO, this community encompasses the full care continuum.
Community mix includes:• 34 Independent Living• 30 Assisted Living• 26 Memory Support• 66 Skilled Nursing
Not-for-profitAssumed operation in 2016
BELLA VITA
This beautifully renovated, eight-story community is for active adults 55 and better. Located in Aurora, just north of Cherry Creek State Park.
Community mix includes:• 86 one and two-bedroom
apartments between 640 and 1,120 square feet
For-profitAssumed operation in 2015
THE RETREATAT SUNNY VISTA
Sunny Vista Senior Living is expanding its upscale campus by adding assisted living and memory support apartments.
Additions include:• 38 Assisted Living• 28 Memory Support
Not-for-profitNew development Opening Fall 2017
10
CAPPELLA OF GRAND JUNCTION
Located on the Rockies’ Western Slope, this vibrant community celebrates ideas and possibilities.
Community mix includes:• 40 Assisted Living• 26 Memory Support
For-profitNew developmentOpening Summer 2017
MELODY LIVING
An upscale community located in Northern Colorado Springs. Offering stunning views and outdoor experiences.
Community mix includes:• 57 Assisted Living• 22 Memory Support
For-profitNew development Opening Spring 2018
11
13
Relevant Experience through CLC
CLERMONT PARK RETIREMENT COMMUNITY
(Life Plan Community)
Community mix includes:• 167 Independent Living• 17 Assisted Living• 18 Memory Support• 53 Skilled Nursing• 10 Rehabilitation
Development Cost: $600,000Redevelopment Cost: $77.1M
SOMEREN GLEN RETIREMENT COMMUNITY
(Life Plan Community)
Community mix includes:• 72 Independent Living• 77 Assisted Living• 26 Skilled Memory
Support• 53 Skilled Nursing• 13 Rehabilitation
Development Cost: $6.6MRedevelopment Cost: $9.6M
HOLLY CREEK RETIREMENT COMMUNITY
(Life Plan Community)
Community mix includes:• 198 Independent Living• 21 Independent
Living Cottages• 28 Assisted Living• 12 Memory Support• 14 Skilled Nursing• 10 Rehabilitation
Development Cost: $45MRedevelopment Cost: $42M
DAYSPRING VILLA
Community mix includes:• 71 Assisted Living
Dayspring is a vibrant, friendly place that values diversity, dignity, respect and caring.Built in 1996, Dayspring Villa is proud to continue the tradition of service to the Denver community.
12
Meet Your Project Team
CAMILLE BURKEPresident, Cappella Living Solutions
JEFF TROUTVice President of Finance, Cappella Living Solutions
JILL VITALE-AUSSEMChief Operating Officer,
Cappella Living Solutions
MARTI DiTARANTORegional Marketing & Sales Director,
Cappella Living Solutions
TERESA PARISHProject Manager,
Cappella Living Solutions 1514Residents enjoy tennis at Holly Creek
Case Study: Bella Vita
Cappella Living Solutions takes the reins• Places interim director
with strong sales and marketing experience
• Discounts eliminated
Original status:• 85% occupancy• Rent discounts to secure residents
Much needed changes initiated• Implements lead
management system• Surveys residents
and prospects• Implements new
marketing and advertising strategies
• Sales and hospitality training
Community begins to grow and thrive• Culture of operational
excellence created• Permanent director
placed who is innovative/customer service focused
• Community pride flourishes
• 100% occupancy
• Revenue +17%
• Net operating margin +29%
1 Year LaterA powerful blend of proven sales processes, cultural transformation and operational excellence ignites a barely surviving entity into an empowered and vibrant community.
1716Bella Vita apartment interior
Casey’s Pond | Steamboat Springs, COAccomplishments Within 1st Year of Management
• Overall occupancy improvement of
• Medicare A occupancy improvement of
• Residents who would recommend Casey’s Pond
to others rose
• Revenue increased by
• Net operating marginimprovement of
161%
10%
30%
16%10%
OCCUPANCY FINANCIAL OUTCOMES CLIENT SATISFACTION
18
MANAGEMENTDennis Witte OwnerBella VitaAurora, CO | 303.881.1350
MANAGEMENTChuck ParsonsBoard ChairmanCasey’s PondSteamboat Springs, CO | 970.846.2049 CONSULTING | FINANCIAL PRO FORMAIggi Chau Senior Project ManagerAEGLos Angeles, CA | 310.210.8822
DEVELOPMENT & DESIGN | MANAGEMENTJanet BurnsCEOSunny Vista Living CenterColorado Springs, CO | 719.337.8900
DEVELOPMENT & DESIGN | MANAGEMENTJohn Reinsma VP of Real EstateConfluent DevelopmentDenver, CO | 303.815.9403
DEVELOPMENT & DESIGN | MANAGEMENTLaura Hester Vice President of Senior HousingCedarwood DevelopmentAkron, OH | 586.737.7500
References
19
7000 E. Belleview Ave., Suite 150, Greenwood Village, CO 80111 720.684.4600 | CappellaLiving.com
Our passion is to inspire a world of possibilities in senior living through experienced leadership and strategic insight that ignites a culture
of success and transforms the way the world views aging.
Our purpose: