second wind: retirement, reimagined
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SECOND WIND
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 2
DEB & JIM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 3
SECOND WIND
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 4
Madison, WI
“This has been our home for many
DEB & JIM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 5
Richmond, VAMadison, WI
“This has been our home for many
“Lets touch base with our son and explore the city’s
DEB & JIM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 6
Richmond, VA
Dallas, TX
Madison, WI
“This has been our home for many
“Lets touch base with our son and explore the city’s
“We love to spoil our grandchildren.”
DEB & JIM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 7
Richmond, VA
Dallas, TX
Seattle, WAMadison, WI
Key West, FL
“This has been our home for many
“Lets touch base with our son and explore the city’s
“We love to spoil our grandchildren.”
“It’s about to soak up some sun.”
“Lets challenge ourselves to get fit.”
DEB & JIM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 8
Richmond, VA
Dallas, TX
Seattle, WAMadison, WI
Key West, FL
“This has been our home for many
“Lets touch base with our son and explore the city’s
“We love to spoil our grandchildren.”
“It’s about to soak up some sun.”
“Lets challenge ourselves to get fit.”
DEB & JIM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 9
MARKET SEGMENT
77 millionSTRONG
59% RELOCATE
$500,000 $1,000,000 IN ASSESTS
BABY BOOMERSENTERING RETIREMENT
10
15
20
25
30
1940 1945 1950 1955 1965 1970 1975 1980
MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSIONINTRO
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 10
TARGET MARKET
SENIOR LIVING TRAVELHEALTHCARE
1.6 TRILLION/ YEAR
88% OCCUPANCYRATE
MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSIONINTRO
157 BILLION BOOMER CONTRIBUTION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 11
UNCONTESTED MARKET SPACE
Second Wind
Aging in Place
CCRCs
Accessibility of Life
Enrichment Activities
Progressive/ Preventative Healthcare
Relocation Accessability
Financial Advisement
Sense of Home
Social Engagement
Skilled Healthcare
Options
Safety and Security
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
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MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
- Lifestyle Enrichment Platform
- Quality of Life Sustainment and Progressive Healthcare Platform
- Residential Property Management
- Transient Living
- Progressive/ Preventative Wellness and Healthcare
- Life Enrichment Services: Social, Cultural, Educational, Recreational
- Financial Advisement
- On-site Amenities
- Travel/ Relocation Concierge
- Flexible Healthcare Plan Options
- Social Network
- Volunteer/ Educational Program
- Residential Property Maintanence
- Dedicated, Personalized Assistance
- Online Support Platform
- Online Platform/ Website
- Physical Facilities
Core Product
Enhancing Services
FacilitatingServices
Delivery System
SERVICE PACKAGE
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 13
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
- Lifestyle Enrichment Platform
- Quality of Life Sustainment and Progressive Healthcare Platform
- Residential Property Management
- Transient Living
- Progressive/ Preventative Wellness and Healthcare
- Life Enrichment Services: Social, Cultural, Educational, Recreational
- Financial Advisement
- On-site Amenities
- Travel/ Relocation Concierge
- Flexible Healthcare Plan Options
- Social Network
- Volunteer/ Educational Program
- Residential Property Maintanence
- Dedicated, Personalized Assistance
- Online Support Platform
- Online Platform/ Website
- Physical Facilities
Core Product
Enhancing Services
FacilitatingServices
Delivery System
SERVICE PACKAGE
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 14
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
- Lifestyle Enrichment Platform
- Quality of Life Sustainment and Progressive Healthcare Platform
- Residential Property Management
- Transient Living
- Progressive/ Preventative Wellness and Healthcare
- Life Enrichment Services: Social, Cultural, Educational, Recreational
- Financial Advisement
- On-site Amenities
- Travel/ Relocation Concierge
- Flexible Healthcare Plan Options
- Social Network
- Volunteer/ Educational Program
- Residential Property Maintanence
- Dedicated, Personalized Assistance
- Online Support Platform
- Online Platform/ Website
- Physical Facilities
Core Product
Enhancing Services
FacilitatingServices
Delivery System
SERVICE PACKAGE
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 15
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
- Lifestyle Enrichment Platform
- Quality of Life Sustainment and Progressive Healthcare Platform
- Residential Property Management
- Transient Living
- Progressive/ Preventative Wellness and Healthcare
- Life Enrichment Services: Social, Cultural, Educational, Recreational
- Financial Advisement
- On-site Amenities
- Travel/ Relocation Concierge
- Flexible Healthcare Plan Options
- Social Network
- Volunteer/ Educational Program
- Residential Property Maintanence
- Dedicated, Personalized Assistance
- Online Support Platform
- Online Platform/ Website
- Physical Facilities
Core Product
Enhancing Services
FacilitatingServices
Delivery System
SERVICE PACKAGE
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 16
FRANK & HELEN
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 17
FRANK & HELEN
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
Past Three YearsFirst Eight Years
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FEATURES & BENEFITS
TRANSIENT LIVING PERSONALIZED SERVICE BUNDLED LIFESTYLE MATURATION COSTS
ON-SITE COMPREHENSIVE SUSTAINABLE LIVING STATE RESIDENCYHEALTHCARE
FINANCIAL ADVISEMENT FACILITY MANAGEMENT STOCK OPTIONS
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 19
OWNERSHIP
51% RESIDENTS
49% INVESTORS,
ETC
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 20
PERSONNEL
Marketing Finance Sales
Manager Manager Manager
HR IT
Asst.
Rep, Rep, Rep,
Rep, Rep, Rep,
Rep, Rep, Rep,
HQ
NATIONAL
LOCAL
SALES
Asst.
Manager's AssistantAdmissions (2)Financial (2)Travel ManagerLifestyle ManagerLifestyle Team (6)
Manager's AssistantAdmissions (2)Financial (2)Travel ManagerLifestyle ManagerLifestyle Team (6)
Manager's AssistantAdmissions (2)Financial (2)Travel ManagerLifestyle ManagerLifestyle Team (6)
CEOOffice Manager
Asst.
Location Manager Location Manager Location Manager
investors
Part-Time
Full-Time
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 21
DEVELOPMENT PROCESS
SUBSIDIARYDEVELOPMENT & PROPERTY MGNT
GROUP+
SECONDWIND
DEVELOPMENT
FOR
SALE$$$$$$$$$$
LEASE $
PARTNERS (lease terms)INVESTORS RESIDENTS-INVESTORSPENSION FUNDS
PARTNERS (monthly fees)INVESTORS ( entrance fees) RESIDENTS-INVESTORS PENSION FUNDS
$
$
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 22
YEAR ONE
MARKETING STRATEGY MARCOM
-Establish one-on-one relationships
-Stimulate market “buzz”
-Collaborate with industry partners
-Co-creation
-Establish resident ambassadors
-Field sales representatives
-Social Media
-Partner with existing services catering to boomers
-Exclusive events
-TV, internet, print advertisments
-Content Marketing
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 23
YEAR TWO
-Build upon awareness
-Ambassador promote service ideals
-Establish rapport with partners
-Small-scale service representations
-Continue efforts of year one
-Market with industry partners
-Spontateous gatherings
-Exclusive tours and co-creation sessions
MARKETING STRATEGY MARCOM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION FINANCIAL CONCLUSIONMARKETING & MARCOM
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 24
YEAR THREE
-Engage public through MARCOM
-Allow public to experience offerings
-Reduce individualized marketing
-Increase traditional marketing
-Local ad campaigns
-Pop-Up showrooms
-Visitation program
-Ambassador word-of-mouth
-Gauge younger generations’ interest
MARKETING STRATEGY MARCOM
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION FINANCIAL CONCLUSIONMARKETING & MARCOM
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 25
CASH FLOW ANALYSIS
YEAR ONE YEAR TWO YEAR THREEPersonnel: 1094000 1139000 1224000Physical Resources: 111500 111500 111500Marketing: 564600 833000 905000
Total: 1,770,100.00 2,083,500.00 2,240,500.00
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 26
SALES FORECAST- YEAR ONE
Q1 Q2 Q3 Q4 TOTAL Y1Entrance Fees: 50000 50000 50000 50000Units Reserved: 6 9 10 15 40Total: 300,000.00 450,000.00 500,000.00 750,000.00 2,000,000.00
Operating Costs: 444,025.00 444,025.00 444,025.00 444,025.00 1,776,100.00(144,025.00) 5,975.00 55,975.00 305,975.00 223,900.00
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 27
BREAK-EVEN ANALYSIS
YEAR ONE35
Units Reserved: 50000Buy-In Revenue: 1776100Fixed Costs: 35.522BEP
YEAR TWO 45Units Reserved: 50000Buy-In Revenue: 2083500Fixed Costs: 41.67
BEP
YEAR THREE 45Units Reserved: 50000Buy-In Revenue: 2240500Fixed Costs: 44.81BEP
YEAR THREE (LOCAL) 50Units Occupied: 9920Yearly Fees: 496000Fixed Costs: 50BEP
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 28
SECOND WIND
MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION
THANK YOU