Second Wind: Retirement, Reimagined

SECOND WIND

SECOND WIND | LINCOLN NEIGER | NATASHA BARRETT | 2

DEB & JIM

MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSION


SECOND WIND


Madison, WI

“This has been our home for many

DEB & JIM



Richmond, VAMadison, WI


“Lets touch base with our son and explore the city’s

DEB & JIM



Richmond, VA

Dallas, TX

Madison, WI



“We love to spoil our grandchildren.”

DEB & JIM



Richmond, VA

Dallas, TX

Seattle, WAMadison, WI

Key West, FL




“It’s about to soak up some sun.”

“Lets challenge ourselves to get fit.”

DEB & JIM



Richmond, VA

Dallas, TX

Seattle, WAMadison, WI

Key West, FL




“It’s about to soak up some sun.”

“Lets challenge ourselves to get fit.”

DEB & JIM



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


TARGET MARKET

SENIOR LIVING TRAVELHEALTHCARE

1.6 TRILLION/ YEAR

88% OCCUPANCYRATE

MARKET ANALYSIS SERVICE OWNERSHIP ORGANIZATION MARKETING & MARCOM FINANCIAL CONCLUSIONINTRO

157 BILLION BOOMER CONTRIBUTION


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




- 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






- Transient Living




- On-site Amenities



- Social Network







Core Product

Enhancing Services


Delivery System

SERVICE PACKAGE






- Transient Living




- On-site Amenities



- Social Network







Core Product

Enhancing Services


Delivery System

SERVICE PACKAGE






- Transient Living




- On-site Amenities



- Social Network







Core Product

Enhancing Services


Delivery System

SERVICE PACKAGE


FRANK & HELEN



FRANK & HELEN


Past Three YearsFirst Eight Years


FEATURES & BENEFITS

TRANSIENT LIVING PERSONALIZED SERVICE BUNDLED LIFESTYLE MATURATION COSTS

ON-SITE COMPREHENSIVE SUSTAINABLE LIVING STATE RESIDENCYHEALTHCARE

FINANCIAL ADVISEMENT FACILITY MANAGEMENT STOCK OPTIONS



OWNERSHIP

51% RESIDENTS

49% INVESTORS,

ETC



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)



CEOOffice Manager

Asst.

Location Manager Location Manager Location Manager

investors

Part-Time

Full-Time



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

$

$



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



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


MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION FINANCIAL CONCLUSIONMARKETING & MARCOM


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


MARKET ANALYSISINTRO SERVICE OWNERSHIP ORGANIZATION FINANCIAL CONCLUSIONMARKETING & MARCOM


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



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



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



SECOND WIND


THANK YOU

Design

Second Wind: Retirement, Reimagined