Fluent Essays

I need you to write a marketing analysis for senior community which is like a summary or a foundation for the marketing plan. it should be around 10 pages long and i will provide all the information of the senior community and the outline and an example. you will have less then 48 hours to do it.   you will need marketing and senior nursing background  it is due before  4 PM PST, 03.05.2021 and i will need it at least one hour before the deadlineOutline for Marketing Plan Highlighted in yeller are the components for the Midterm 1. Executive Summary 2. Mission, Vision, Values of your organization 3. Overview of Community 4. Current financial situation 5. Demographic Analysis 6. Customer Profile 7. Competitive Analysis 8. SWOT 9. Goals 10. Strategy 11. Tactics 12. Implementation 13. Performance EvaluationCompitive Analysis AL MC Competitor Analysis Imagine Senior Living LLC Current Community Competitor #1 Competitor #2 Competitor #3 Competitor #4 Competitor #5 Competitor #6 Date Completed: 7-Apr-20 Competitor The Gardens of Castle Hills Brookdale Alamo Heights Brookdale Oakwell The Etta of Shavano Park The William AL/MC Living The Villa De San Antonio Arden Courts Owner Eagle Senior Living Brookdale Senior Living Brookdale Senior Living Aventine Senior Living Aventine Senior Living Kisco Senior Living . Type/Total units/Licenses AL MC 80 Type B CCRC - AL 46 AL 52 MC 26 AL/MC 100 AL/MC 112 AL 61 MC 64 Address 1207 Jackson Keller Rd, San Antonio TX 78213 855 E. Basse Rd San Antonio TX 78209 3360 Oakwell Court San Antonio TX 78218 4046 DeZavle Rd San Antonio TX 78219 9203 Cinnamon Hill San Antonio TX 78240 8103 Worth Hollow Dr San Antonio TX 78240 15290 Haebner Rd San Antonio TX Distance/ Miles from Imagine SL Ventura Hills 3.5 6.7 6.6 6.9 7.7 6.2 Age of building 2000 2000 Market Location/Miles 1 mile 1 mile 2mile 2mile 2mile 2.5mile 2.5mile Physical Plant/Décor Curb Appeal/First Impression Any Recent Renovations Occupancy Occupancy Occupancy Occupancy Occupancy Occupancy Occupancy Assisted Living/Memory Care AL MC Total AL Total AL MC Total AL MC Total AL MC Total AL Total MC Total Total Community Occupied 52\% 94\% 94\% 97\% Base Room Rate Base Room Rate Pricing (Include SQFT) Base Room Rate Pricing (Include SQFT) Base Room Rate Pricing (Include SQFT) Base Room Rate Pricing (Include SQFT) Base Room Rate Pricing (Include SQFT) Base Room Rate Pricing (Include SQFT) AL MC AL AL MC AL MC AL MC AL MC Small Private Studio Apt 2595 (340-435) 1945 2900(286-335) 2700 Medium Private Studio Apt 3800 4470 (363) Large Private Studio Apt 2295 2800-3095 6125 EXL Private Studio/ALCOVE 2895 (485) 1 Bedroom Apt/ 1 Bedroom Deluxe 3095 (560) 5150 (315-370) 3200 3295-3400 4000 2200-2800 3540-3900 (602-641) 3100 2 Bedroom Apt 3600 4240(700) Companion/semi private 4150 (570) 1895 3200 3375 (363) Semi Private Levels of Care Levels of Care Levels of Care Levels of Care Levels of Care Levels of Care Levels of Care AL MC AL AL MC AL MC AL MC AL MC All Inclusive included Included 1 100 250 250 250 500 included 500 included 395 2 300 650 650 650 750 950 750 950 775 3 600 850 850 850 1150 1150 1100 4 900 1200 1200 1200Income Statement Income Statement Ventura Hills For the month ended 31 December 2019 2 3 Jan-20 Dec-19 Nov-19 Oct-19 Sep-19 Aug-19 Jul-19 Jun-19 May-19 Apr-19 Mar-19 Feb-19 Total Revenue Operating Revenue Other Income Employee Meals $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $13.93 $88.07 $0.00 $0.00 $0.00 $0.00 $102.00 Late Fee AL $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Total Other Income -$838.25 -$91.40 -$126.75 $0.00 $0.00 $0.00 $13.93 $88.07 $0.00 $0.00 $0.00 $0.00 -$954.40 Total Operating Revenue -$838.25 -$91.40 -$126.75 $0.00 $0.00 $0.00 $13.93 $88.07 $0.00 $0.00 $0.00 $0.00 -$954.40 Room & Board AL *Room & Board - AL Respite Care AL $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $2,250.00 $2,250.00 $0.00 $0.00 $0.00 $0.00 $4,500.00 Room & Board AL $140,129.78 $136,413.32 $137,678.40 $136,396.62 $126,981.36 $141,255.80 $142,149.70 $143,232.10 $144,730.62 $146,857.03 $152,268.59 $133,997.42 $1,682,090.74 Total *Room & Board - AL $140,129.78 $136,413.32 $137,678.40 $136,396.62 $126,981.36 $141,255.80 $144,399.70 $145,482.10 $144,730.62 $146,857.03 $152,268.59 $133,997.42 $1,686,590.74 Additional Services - AL Additional Care Services AL $0.00 $0.00 $54.00 $0.00 $0.00 $0.00 $17,105.38 $26,544.59 $29,157.06 $32,077.40 $36,700.67 -$2,357.86 $139,281.24 Additional Resident AL $1,000.00 $800.00 $1,800.00 $1,800.00 $1,800.00 $104.92 $1,938.36 $840.00 $840.00 $0.00 $0.00 $181.50 $11,104.78 Additonal Meals / Tray Svc AL $0.00 $0.00 $300.00 $300.00 $310.00 $320.00 $320.00 $310.00 $50.00 $280.00 $0.00 $0.00 $2,190.00 Beauty Salon Contra AL $0.00 $0.00 -$62.00 -$364.00 -$577.00 -$313.00 -$507.75 -$618.00 -$425.00 $0.00 $0.00 $0.00 -$2,866.75 Beauty Salon AL $0.00 $0.00 $10,331.50 $9,420.00 $10,093.50 $9,897.00 $494.00 $533.00 $985.00 $477.00 $0.00 $0.00 $42,231.00 Care Level 1 AL $2,636.93 $3,159.00 $3,821.17 $4,912.00 $4,666.10 $3,612.00 $0.00 $0.00 $0.00 $0.00 $0.00 $3,271.23 $26,078.43 Care Level 2 AL $8,087.00 $8,087.00 $8,025.00 $8,107.91 $9,077.81 $8,568.00 $49,952.72 Care Level 3 AL $2,361.29 $1,800.00 $72.79 $732.05 $623.85 $835.33 $6,425.31 Community Fees AL $0.00 $6,250.00 $1,000.00 $3,500.00 $0.00 $2,000.00 $0.00 $4,000.00 $750.00 $6,250.00 $1,000.00 $0.00 $24,750.00 Guest Meals AL $0.00 $0.00 $240.00 $0.00 $132.00 $180.00 $216.00 $0.00 $100.00 $130.00 $10.00 $0.00 $1,008.00 Guest Suite AL $0.00 $0.00 $625.00 $0.00 $0.00 $625.00 Housekeeping AL $204.00 $204.00 $204.00 $204.00 $204.00 $279.00 $0.00 $0.00 $54.00 $73.00 $0.00 $0.00 $1,426.00 Medication Fee AL $7,985.62 $9,229.65 $9,871.96 $11,300.63 $10,650.49 $13,800.33 $12,458.00 $450.00 $450.00 $60.00 $0.00 $0.00 $76,256.68 Miscellaneous Resident Charge (AL) -$2,767.99 -$3,674.12 $0.00 $0.00 $0.00 $0.00 $0.00 $1.00 $0.00 $0.00 $0.00 $0.00 -$6,441.11 Pendant Fee AL $359.10 $383.77 $510.00 $348.00 $499.53 $347.00 $347.00 $347.00 $549.00 $403.07 $378.40 $0.00 $4,471.87 Pet FeJuecan Zhao (Ruby) GERO 502 October 4, 2020 Juecan Zhao (Ruby) GERO 502 October 4, 2020 Mission, Vision & Values Mission Statement “Our residents are our family and it means so much to us to make them happy with life.” As children, they are willing to choose a senior living facility with a good living environment and excellent management services for their parents; as elderly people, they all want to entrust their later life to a quiet, comfortable, and happy place. Through complete supporting facilities and caring service equipment, Ashley Place let the elderly residents not only enjoy high-end services, but also feel the warmth of home. What the community brings to the elderly is a sense of security and happiness in life. Ashley Place hopes that through their efforts, they can help children to fulfill filial piety, contribute to the development of society, and share worries for the nation and the government. Vision Statement The Ashley Place will innovate the service concept for the elderly, lead the new life of the elderly, and become the leader of the elderly care industry. They hope that they can let the elderly spend their twilight years in a harmonious and warm environment, and let them live a happy life, a longevity life, and age gracefully. The Ashley Place takes the needs of the elderly as aspirations and the satisfaction of the elderly as the goal, make unremitting efforts to improve the quality of life of the elderly, and strive for a life-long struggle for a harmonious aging. Organization Values A person’s life has to go through different periods from infancy to the elderly. To respect the elderly is to respect the laws of life and social development. The elderlies are the precious wealth of the society. They work hard and selflessly in different jobs and contribute to the construction of the nation. Without the contributions of old people in the past, there would be no present. Peace and love are two essential values of the Ashley Place. Life is short. The employees in the Ashley Place hope to pass on the faith of love and peace to the residents in the community through their warm and thoughtful service. They treat residents as family members and do their best to care and support all the elderly in the community. Overview of Community Property Description The Ashley Place is an assisted living facility located in Lodi, California, which covers an area of 2.03 acres, with a community building area of 37,227 square feet, where is adjacent to an independent skilled nursing facility. The community is facilitated with 73 units and 145 beds, including 39 studio units, 32 one-bedroom units and one half-room unit, in which all units are equipped with private toilets and showers. The community is a single-story building with a parking lot located on the south side of the facility. The dining area, kitchen and social hall are located beside the corridor of the main entrance, adjacent to the administrativeSan Antonio TX Assisted Living Facility Project All data, design, timeline and materials are subject to update and change Aug, 2020 Presented by Atlantis Senior Living 1 Summary Project: Assisted Living and Memory Care Facility Location: In the city of Castle Hills, enclaved by San Antonia Texas, second-most populous city in both Texas and the Southern United States, also the 7th most populous city in the US. Local market has strong unmet demands for such types of facilities. Total investment is estimated at USD 4 million, including bank loans estimated at USD 2 million and equity investment of USD 2 million. The investment will be used to acquire an operating assisted living and memory care facility which is not well run by a new non-profit organization and to improve its operating results. The facility is on a 6.76 acre campus (plus an excess land of 5 acres) with total building area around 89,140 sq ft. It has 97 units, including 80 units for Assisted Living in 2 buildings and another 17 units for Memory Care in a separate building. The facility provides need-based care services to seniors providing residence, food, and activities both indoor and outdoor. Occupancy as of end of June 2020 was 52 units (55 residents). The acquisition is estimated to close in October 2020. In parallel to operational improvement, limited capital improvement and asset refreshing will be gradually carried out and completed in 1 year. With conservative estimate including planning for 1-year of COVID impact, the new operation will be stabilized and sold in 5 years. 2 Confidential Atlantis Senior Living 2 Primary Market of the Target Facility 8 minutes drive from San Antonio International Airport, bordering Uptown San Antonio, and enclaved by the second largest city by population in Texas and in southern U.S., Castle Hills is a small city with primarily single family residences. The Project’s Primary Market Area (PMA) is within 4 miles radius from the facility. Within this PMA, in 2018, age 75+ comprises 7.6\% of population (17,078) and age 85+ comprises 2.5\% of population (6,285), both higher than national and state average senior concentrations.1 The primary land use in the area is single-family residential and the area is approximately 95\% developed which presents a physical entry barrier to a new competitor. The PMA is experiencing population growth and has below average income levels. The area is considered to be in a stage of growth. Between 2018 and 2023, the market area is forecast to experience growth in demand for seniors housing at an average rate relative to the nation as a whole.1 Confidential 3 Castle Hills Source： 1. JLL Appraisal in 2018 Atlantis Senior Living Satellite Location Located in an established residential area, which is mostly single-family residences and 95\% developed. Confidential 4 Target Atlantis Senior Living Competition Analysis The PMA had an undersupply of 469 beds of assisted living and 203 V E N T U R A H I L L S S E N I O R L I V I N G 1 2 0 7 J A C K S O N K E L L E R R O A D S A N A N T O N I O , T E X A S 7 8 2 1 3 C B R E G R O U P , I N C . F I L E : 2 0 - 9 0 1 M A - 0 5 7 4 - 1 T H E B A N K O F S A N A N T O N I O CBRE VALUATION & ADVISORY SERVICES APPRAISAL REPORT © 2020 CBRE, Inc. V A L U A T I O N & A D V I S O R Y S E R V I C E S Seniors Housing & Healthcare www.cbre.com/shvas Date of Report: October 2, 2020 Daniel Partida Credit Analyst II THE BANK OF SAN ANTONIO 1900 NW Loop 410 San Antonio, TX 78213 RE: Appraisal of: Ventura Hills Senior Living 1207 Jackson Keller Road, San Antonio, Texas 78213 CBRE File: 20-901MA-0574-1 Dear Mr. Partida: At your request and authorization, CBRE, Inc. has prepared an appraisal of the market value of the referenced property. This analysis is presented in the following appraisal report. The subject, identified as Ventura Hills Senior Living, is an existing assisted living residence located at 1207 Jackson Keller Road, San Antonio, Bexar County, Texas. The 73,917 square foot improvements are situated on a 6.14-acre site. The improvements were constructed in 1999 and have a total of 97 physical units with a unit mix of 80 assisted living unit and 17 memory care units. The subject has a total operating capacity of 97 revenue units (beds), while the licensed capacity is 160 Type A assisted living beds and 31 Type B assisted living beds. As the subject’s operating capacity falls below the licensed capacity, any licensed capacity that exceeds the operating capacity may be utilized for second persons or additional companion units. As will be discussed within this report, revenue units are based on the operating capacity. The subject also contains approximately 5.62 acres of excess land. Two buildings totaling 14,924 square feet are located on the excess land that were previously used as office space and dormitory- type housing, but are in poor condition and are not usable. These buildings are not being utilized currently and have no contributory value. The subject is currently owned by Eagle Senior Living and operated by its internal management arm, Greenbrier Senior Living. Eagle Senior Living is a non-profit community that purchased the subject in December 2018 as part of a 17-property portfolio of former Brookdale Senior Living properties. The purchase price of all 17 assets was reported to be $224,500,000; however, an allocated purchase price to the subject was not available. The subject is the only property in Texas that is owned and operated by Eagle Senior Living, and has been operated at a loss since the time of sale. As Eagle Senior Living is a non-profit provider, they have been required by its board to dispose of the subject. The subject was listed for sale by JLL at $2,750,000, which is the agreed purchase price per the sale agreement dated July 28, 2020 between the buyer,Appraisal of Brookdale Castle Hills 1207 Jackson Keller Road, San Antonio, Texas 78213 Prepared for: American Eagle Lifecare Corporation JLL File Number: 1400-18-141077 700 E. Campbell Road, Suite 265 Richardson, TX 75081 Phone: 972 960 1222 Fax: 972 960 2922 July 10, 2018 Elan Ruggill American Eagle Lifecare Corporation 3819 Hawk Crest Road Ann Arbor, Michigan 48103 Subject: Brookdale Castle Hills 1207 Jackson Keller Road San Antonio, Texas 78213 Pursuant to your request, we have completed an appraisal of the above-referenced property. Accompanying this letter is an Appraisal Report that contains a detailed identification of the property, factual data concerning the property and its surroundings, comparable market data, and appropriate analyses. Our analyses and forecasts have resulted in the conclusion(s) below: Appraisal Premise Date of Value Value Conclusion Market Value of the Specified Assets of the Business As Is, Fee Simple Estate June 29, 2018 $10,700,000 Investment Value Assuming Not-For-Profit Ownership and Ad Valorem Exemption June 29, 2018 $13,680,000 Prospective Market Value of the Specified Assets of the Business Upon Stabilization December 29, 2018 $11,950,000 Value Conclusions Our valuation is based on terms of cash and a reasonable exposure time of six months prior to the effective date of value. The estimated marketing period is also six months. The specified assets of the business exclude certain items not normally conveyed, such as cash on hand, accounts receivable, accounts payable, management company trademarks, and proprietary management systems. Please refer to the assumptions and limiting conditions section where any extraordinary assumptions and hypothetical conditions specific to this engagement are discussed. The subject was appraised based upon the going concern premise as an on-going business operation. Our value allocation(s) follow: Page 2 Brookdale Castle Hills Component Real Property FF&E Intangibles and Goodwill Market Value of the Specified Assets of the Business As Is, Fee Simple Estate Component Real Property FF&E Intangibles and Goodwill Investment Value Assuming Not-For-Profit Ownership and Ad Valorem Exemption Component Real Property FF&E Intangibles and Goodwill Prospective Market Value of the Specified Assets of the Business Upon Stabilization Value Allocation Allocated Value $10,910,000 $2,220,000 $550,000 $13,680,000 $11,950,000 Value Allocation Allocated Value $10,120,000 $440,000 $1,390,000 $10,700,000 Value Allocation $830,000 Allocated Value $9,400,000 $470,000 We appreciate this opportunity to provide valuation services to American Eagle Lifecare Corporation. JLL Valuation and Advisory Services, LLC Andrea Roberts Senior Analyst Texas Certified General Appraiser #TX-1380731-G Telephone: 214-396-5453 Email: [email pro