Sonida Announces Planned Acquisition of High-Quality, Eight-Asset Senior Housing Portfolio Located in Florida and South Carolina for $103 Million
16 August 2024 - 6:15AM
Business Wire
Portfolio will continue to strengthen Sonida’s
asset mix with the addition of newer vintage, high-quality real
estate at significant discounts to replacement cost
Solidifies presence in the Southeast in
submarkets with strong demographic tailwinds and limited supply
growth
New planned acquisition, combined with recently
closed acquisitions, will total 17 communities added to Sonida’s
owned senior living portfolio in 2024
Sonida Senior Living, Inc. (“Sonida” or the “Company”) (NYSE:
SNDA), a leading owner, operator and investor in communities and
services for seniors, today announced that the Company is under
contract to acquire eight senior living communities strategically
located in attractive submarkets within the Southeast. This
transaction further densifies the Company’s footprint in northern
Florida and South Carolina and creates operating efficiencies given
the meaningful regional scale. The transaction includes 555 units
with Assisted Living and Memory Care offerings.
“With Sonida’s multi-faceted sourcing channels, we continue to
identify accretive investment opportunities and firmly execute on
our focused external growth strategy,” said Brandon Ribar,
President and Chief Executive Officer. “With this planned
acquisition, Sonida will further broaden its high-quality and
regionally-focused real estate portfolio with newer vintage
communities in mid-to-large metropolitan areas with favorable
growth prospects. By successfully integrating Sonida’s
best-in-class operating platform into these communities, and with
occupancy growth, ongoing rent rate improvement and effective
expense management, these investments can ultimately generate
meaningful value creation for our shareholders.”
The eight communities are located primarily in high growth
primary and secondary metropolitan areas: Jacksonville, Orlando and
Daytona Beach (Florida); Hilton Head, Charleston and Florence
(South Carolina). The portfolio follows Sonida’s acquisition
strategy, which aims to further upgrade and modernize its portfolio
through densification across its current geographic footprint to
fully leverage operating scale and efficiencies. The portfolio,
with an attractive average asset age of 5 years, compares to an
average asset age of 19 years when looking at comparable inventory
within a 10-mile radius. The purchase price of $103 million, or
$185k per unit, reflects a significant discount to the Company’s
estimate of replacement cost.
The portfolio’s in-place occupancy is approximately 83% with an
average RevPOR of more than $6,000. The Company anticipates that
multi-year stabilization of net operating income margin should
result in an accretive effective cap rate.
As of today, Sonida’s total operating portfolio is comprised of
83 communities, inclusive of a new management contract that closed
in August. Upon the closing of this acquisition, which is targeted
for late Q3 or early Q4, Sonida’s total operating portfolio will
grow to 91 communities.
Safe Harbor
The forward-looking statements in this press release, including,
but not limited to, statements relating to the Company’s
acquisitions, are subject to certain risks and uncertainties that
could cause the Company’s actual results and financial condition to
differ materially, including, but not limited to the Company’s
ability to recognize the anticipated benefits of such acquisitions;
the impact of such acquisitions on the Company’s business; any
legal proceedings that may be brought related to such acquisitions;
and other risks and factors identified from time to time in the
Company’s reports filed with the SEC, including the Company’s
ability to generate sufficient cash flows from operations, proceeds
from equity issuances and debt financings, and proceeds from the
sale of assets to satisfy its short- and long-term debt obligations
and to fund the Company’s acquisitions and capital improvement
projects to expand, redevelop, and/or reposition its senior living
communities; increases in market interest rates that increase the
cost of certain of our debt obligations; increased competition for,
or a shortage of, skilled workers, including due to general labor
market conditions, along with wage pressures resulting from such
increased competition, low unemployment levels, use of contract
labor, minimum wage increases and/or changes in overtime laws; the
Company’s ability to obtain additional capital on terms acceptable
to it; the Company’s ability to extend or refinance its existing
debt as such debt matures; the Company’s compliance with its debt
agreements, including certain financial covenants, and the risk of
cross-default in the event such non-compliance occurs; the
Company’s ability to complete acquisitions and dispositions upon
favorable terms or at all, including the possibility that the
expected benefits and our projections related to such acquisitions
may not materialize as expected; the risk of oversupply and
increased competition in the markets which the Company operates;
the Company’s ability to improve and maintain controls over
financial reporting and remediate the identified material weakness
discussed in its recent Quarterly and Annual Reports filed with the
SEC; the cost and difficulty of complying with applicable
licensure, legislative oversight, or regulatory changes; risks
associated with current global economic conditions and general
economic factors such as inflation, the consumer price index,
commodity costs, fuel and other energy costs, competition in the
labor market, costs of salaries, wages, benefits, and insurance,
interest rates, and tax rates; the impact from or the potential
emergence and effects of a future epidemic, pandemic, outbreak of
infectious disease or other health crisis; and changes in
accounting principles and interpretations.
About Sonida
Dallas-based Sonida Senior Living, Inc. is a leading owner,
operator and investor in independent living, assisted living and
memory care communities and services for senior adults. The Company
provides compassionate, resident-centric services and care as well
as engaging programming operating 83 senior housing communities in
20 states with an aggregate capacity of approximately 9,000
residents, including 70 communities which the Company owns
(including eight communities in which the Company owns varying
interests through two separate joint ventures), and 13 communities
that the Company manages on behalf of a third-party.
For more information, visit www.sonidaseniorliving.com or
connect with the Company on Facebook, Twitter or LinkedIn.
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Investor Relations Jason Finkelstein Ignition Investor
Relations ir@sonidaliving.com
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