Sonida Senior Living, Inc. · NYSE:SNDA
Sonida Senior Living — Capital Senior Living — Barclays Healthcare Conference 2021
9 slides from Sonida Senior Living's conference presentation, Mar 10, 2021
Slide 1: A Leading Owner-Operator of Senior Living Communities and Services
A Leading Owner-Operator of Senior Living Communities and Services Company Update March 10, 2021
Slide 2: Forward-Looking Statements
Forward-Looking Statements Forward Looking Statements: The forward-looking statements in this presentation 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 continued spread of
Slide 3: Agenda
Agenda I. Key Recent Accomplishments II. Portfolio Positioning III. Performance in the COVID Environment IV. Growth Levers in the Post-Pandemic Environment 3
Slide 4: Transformative Strategic Actions Undertaken Since 2019
Transformative Strategic Actions Undertaken Since 2019 Capital Senior has executed several key steps to right-size the portfolio, improve operational and financial performance, and reposition the business for long-term success New Senior Leadership Team CEO, COO, Chief Revenue Officer, and others
Slide 5: Transitioning to a More Focused Owned Platform
Transitioning to a More Focused Owned Platform 68 6,000+ 30+ Communities Year 80.5% 3,200+ Residents 60 Owned History 2020 Occupancy Employees Served 60 owned communities 8 Managed Attractive Markets and Resident Demographic1,2 Attractive Private Pay Focus 1 15+ Communities 6,881Units 5 - 14 Communi
Slide 6: Outperforming Peers Through Challenging Environment
Outperforming Peers Through Challenging Environment • COVID-19 Pandemic has had a material impact on senior housing operations throughout the industry • Capital Senior Living has outperformed peers in this challenging environment • Although occupancy declines persist, rate of decline has decelerated
Slide 7: Encouraging Trend of Declining COVID-19 Cases; Communities Normalizing
Encouraging Trend of Declining COVID-19 Cases; Communities Normalizing • 100% of Capital Senior Living communities are 180 currently accepting new residents 3,500,000 160 • Active cases remain low due to implementation of consistent and robust safety protocols 3,000,000 140 • All communities remain
Slide 8: Strong Leading Indicators Support 2021 Recovery Assumptions
Strong Leading Indicators Support 2021 Recovery Assumptions Pre- COVID Indexed to same periods prior year • 2021 year-to-date leads and tours are at (1) (1) the highest levels since pre-pandemic YTD YTD ‘21 YTD ‘21 2Q 3Q 4Q Statistic Feb vs. vs. (2) • Leading indicator improvement ‘20 ‘20 ‘20 ‘20 YT
Slide 9: Strong Growth Levers in the Post Pandemic Environment
Strong Growth Levers in the Post Pandemic Environment Vaccine Pent-up Provider Light Flu Labor Inflation Reduction in Stronger Distribution Demand Dislocation Season Abating New Supply Foundation • 93% of • Delayed and needs • Opportunities to • Very little flu • Premium labor costs • Fewer new • Tr
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