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Welltower

Welltower, Inc. engages in the provision of health care infrastructure and investment of seniors housing operators, post-acute providers, and health systems. It operates through the following segments: Seniors Housing Operating, Triple-net, and Outpatient Medical. The Seniors Housing Operating segment includes the seniors housing communities. The Triple-net segment offers long-term/post-acute care facilities, assisted living facilities, independent living/continuing care retirement communities, care homes (United Kingdom), independent support living facilities (Canada), care homes with nursing (United Kingdom), and combinations thereof. The Outpatient Medical segment provides outpatient medical buildings. The company was founded by Bruce G. Thompson and Fritz Wolfe in 1970 and is headquartered in Toledo, OH.

Earnings data Q1 2021

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Earnings data Q1 2022

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Earnings data Q1 2023

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Earnings data Q1 2024

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Welltower reports robust Q4 performance, eyes self-management opportunities

Welltower's Q4 2022 performance showcased a strong rebound and emphasized key operational improvements and milestones.
The company's strategic strengths lie in enhancing its operating platform, attracting talent, and pursuing favorable investment opportunities.
Challenges include managing transitions with new operators, addressing margin considerations, and balancing capital activity.
Opportunities include self-managing assets, collaborating with partners for regional density, and leveraging existing systems for efficiency.

Welltower surpasses Q1 expectations, poised for growth and value creation

Welltower's Q1 performance exceeded expectations, showcasing strong growth and margin expansion. The company's proactive portfolio management efforts are creating substantial value for shareholders. With disciplined capital allocation and balance sheet progress, Welltower is well-positioned for future growth and value creation.

Welltower reports robust Q2 performance, eyes growth opportunities ahead

Welltower's Q2 2023 performance showcased strong growth in the Senior Housing segment and overall portfolio.
The company's focus on optimizing expenses and achieving sustainable growth positions it well for the future.
Challenges include managing rising interest rates, balance sheet issues, and optimizing expenses for margin expansion.
Opportunities lie in Senior Housing deals, renovation programs, and potential pricing power in 2024.

Welltower reports robust Q3 results, cautious on M&A and market viability

Welltower's Q3 performance showcased strong revenue growth, margin expansion, and improved balance sheet strength. While focusing on customer experience and operational excellence, the company remains cautious about external growth and skeptical about certain market dynamics.

Welltower excels in 2023, eyes growth through strategic investments

Welltower's performance in 2023 showcased operational strength, strategic investments, and growth prospects for 2024.
The company's focus on customer experience, partnerships, and portfolio expansion underpins its competitive edge and future growth potential.
Despite challenges like regulatory uncertainties, Welltower's proactive approach and market positioning offer resilience and opportunities for value creation.

Welltower reports robust Q1 performance, eyes $19B domestic opportunity

Welltower's Q1 2024 performance showcased strong financial and operational metrics, underpinned by strategic investments and market observations.
While challenges in debt dynamics and capital influx persist, the company's proactive approach to risk management and profitability bodes well for future growth.
With a focus on optimizing operations, seizing growth opportunities, and managing industry challenges, Welltower positions itself for continued success in the market.

Welltower reports strong Q2 growth, eyes long-term senior housing prospects

Welltower's Q2 performance reflects robust growth in key financial metrics, driven by the strength of its senior housing portfolio.
Despite challenges in construction activity, the company's strategic acquisitions and operational enhancements position it for continued success.
With a focus on long-term growth and financial stability, Welltower remains well-positioned to capitalize on opportunities in the senior housing market.

Welltower reports robust Q3 earnings, poised for sustained growth

Welltower's Q3 performance reflects strong financial results and operational achievements, driven by strategic investments and operational enhancements.
The company's focus on long-term value creation, technology integration, and prudent capital deployment underscores its commitment to sustainable growth.
While facing challenges in a dynamic market environment, Welltower's strengths in financial stability, supply outlook, and customer-centric approach position it well for future success.
Opportunities lie in innovation, market expansion, and digital transformation, offering avenues for Welltower to capitalize on emerging trends and drive continued growth.

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Welltower, Inc. operates as a health care infrastructure company. It invests in seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure. The company's operating business segments include Seniors Housing Operating, Triple-Net and Outpatient Medical. The Seniors Housing Operating segment operates properties including seniors? apartments, independent living and independent supportive living, continuing care retirement communities, and assisted living, Alzheimer's/dementia care and includes care homes with or without nursing. The Triple-Net segment properties offer services including independent living & supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.), and long-term/post-acute care. The Outpatient Medical segment invests in and operates outpatient medical buildings including physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs. The company was founded in 1970 and is headquartered in Toledo, OH.

Welltower's (WELL) proceeds from senior unsecured notes offering will help it repay debts and invest in the healthcare and seniors housing properties.

Welltower (WELL) Boosts Flexibility With $500M Notes Offering

TOLEDO, Ohio, June 29, 2021 /PRNewswire/ -- Welltower ® Inc. (NYSE: WELL) ("Welltower" or the "Company") today announced that it has successfully closed its offering (the "Offering") of $500 million in 2.050% senior unsecured notes due January 2029.  Welltower intends to use the net proceeds from the Offering for general corporate purposes, including repayment of debt and investing in health care and seniors housing properties.

Welltower Closes $500 Million Senior Unsecured Notes Offering

Welltower's (WELL) seniors housing occupancy expansion through Jun 18 on decent gains in the U.S. and U.K. portfolios seems encouraging.

Welltower (WELL) Sees Seniors Housing Occupancy Gains in June

Welltower's (WELL) deal to acquire 86 seniors housing properties seems a strategic fit, given significant cash flow growth scope from the recovery in seniors housing and portfolio reinvestment.

Welltower (WELL) to Buy Seniors Housing Portfolio for $1.58B

LOUISVILLE, Ky., June 21, 2021 /PRNewswire/ --  Atria Senior Living , a leading operator of senior living communities across the United States and Canada, announced today it has entered into a binding agreement to acquire the management services business of Holiday Retirement.

Holiday Retirement To Join Atria Senior Living's Management Services Business

TOLEDO, Ohio, June 21, 2021 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) has issued the following business and transaction update which can be found at: https://welltower.com/business-and-transaction-update About Welltower Welltower® Inc. (NYSE: WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure. The Company invests with leading seniors housing operators, post-acute providers and health systems to fund the real estate infrastructure needed to scale innovative care delivery models and improve people's wellness and overall health care experience.

Welltower Issues Business and Transaction Update

TOLEDO, Ohio, June 21, 2021 /PRNewswire/ -- Transaction is expected to be immediately accretive to Welltower's next twelve months normalized funds from operations by approximately $0.10 per diluted share; Welltower expects an unlevered IRR in the low double-digit range Portfolio is valued at $152,000 per unit, representing a discount to estimated replacement cost in excess of 30% Initial cash cap rate of 6.2% with current near-trough occupancy of approximately 76% Significant future cash flow growth to be realized through post-COVID recovery in seniors housing fundamentals Meaningful value creation opportunities through portfolio reinvestment Unique opportunity to achieve value-add total return with core plus current return Atria Senior Living to acquire Holiday Retirement; Atria to retain Holiday senior management and staff, de-risking overall transaction Year-to-date, Welltower has efficiently issued approximately $1.36 billion of equity through at-the-market program on a forward basis at an average share price of $77.80 and recently announced an expanded $4.7 billion unsecured credit facility Welltower® Inc. (the "Company") today announced that it has entered into a definitive agreement to acquire a portfolio of 86 seniors housing properties, including 80 nearly identical independent living ("IL") and six combination independent living/assisted living ("IL/AL") properties, currently owned by Holiday Retirement ("Holiday"). Additionally, as announced on June 21, 2021, upon the closing date of this transaction, which is expected to be in the third quarter 2021, Atria Senior Living ("Atria") will assume operations of the properties and retain Holiday's in-place senior management and staff.

Welltower to Acquire Holiday Retirement's 86-Property Seniors Housing Portfolio for $1.58 billion in conjunction with Atria's Acquisition of Holiday

Within the last quarter, Welltower (NYSE:WELL) has observed the following analyst ratings: Last 30 Days 1 Month Ago 2 Months Ago 3 Months Ago Bullish 1 0 0 1 Somewhat Bullish 1 1 1 3 Indifferent 0 0 1 0 Somewhat Bearish 0 0 0 0 Bearish 0 0 0 0 10 analysts offering 12-month price targets in the last 3 months for Welltower evaluate the company at an average price target of $82.0 with a high of $94.00 and a low of $70.00.

Where Welltower Stands With Analysts

With investment in Monarch, Welltower (WELL) will be able to leverage on its expertise in developing and operating senior living communities in premium markets across the United States.

Welltower (WELL) Invests in Monarch Communities, Stock Up

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TOLEDO, Ohio, June 10, 2021 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced the formation of a new relationship with Monarch Communities ("Monarch"), a vertically integrated senior living provider with expertise in development, design-build, management and long-term ownership. Monarch is a new brand founded by industry veterans Michael Glynn, Ross Dingman, and Andrew Teeters, who have decades of senior living experience.

Welltower Invests in Monarch Communities to Strengthen its Development and Operating Platforms

Welltower's (WELL) raising of second-quarter guidance reflects seniors housing occupancy gains. The REIT also enhanced its liquidity profile with expanded unsecured credit facility.

Welltower (WELL) Ups Q2 Guidance, Boosts Financial Flexibility

TOLEDO, Ohio, June 8, 2021 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced that Shankh Mitra, CEO and CIO and Timothy G. McHugh, EVP and CFO, will present at NAREIT's REITweek 2021 Investor Conference on Tuesday, June 8, 2021 from 11:00 a.m.

Welltower to Present at NAREIT 2021 Investor Conference

TOLEDO, Ohio, June 8, 2021 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) (the "Company" or "Welltower") today announced that it has closed an approximate $4.0 billion unsecured revolving line of credit ("Revolving Facility") which will replace the Company's existing line of credit of approximately $3.0 billion. The Revolving Facility was supported by 31 incumbent and new financial institutions and was heavily oversubscribed.

Welltower Announces Expanded $4.7 Billion Unsecured Credit Facility

TOLEDO, Ohio, June 8, 2021 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced that it has revised its second quarter 2021 outlook. The Company now expects to achieve net income attributable to common stockholders in a range of $0.34 - $0.38 per diluted share as compared to previous guidance of $0.31 - $0.36 per diluted share.

Welltower Raises Second Quarter 2021 Guidance and Issues Business Update

TOLEDO, Ohio, June 8, 2021 /PRNewswire/ -- Welltower ® Inc. (NYSE: WELL) today announced that it has appointed John F. Burkart as Executive Vice President, Chief Operating Officer.

John F. Burkart to Join Welltower as Executive Vice President, Chief Operating Officer

Welltower (WELL) reported earnings 30 days ago. What's next for the stock?

Welltower (WELL) Down 2.6% Since Last Earnings Report: Can It Rebound?

From a subscriber request, I take a look at the Welltower REIT. The trust invests in healthcare infrastructure, is amongst the fortune 1000 and a component of the S&P 500. The REIT has an EV of $40B and is the world's largest healthcare REIT, headquartered out of Ohio and lead by current CEO Shankh Mitra.

Welltower: Poor Prospects, This One Isn't A 'BUY'

COLUMBUS, Ohio, May 20, 2021 /PRNewswire/ -- A new investment relationship has been finalized between Welltower ® Inc. (NYSE: WELL) and Treplus Communities, a Columbus, Ohio-based developer of upscale, innovative, 55+ active adult rental communities. The relationship will expand the best-in-class Treplus product offering into Welltower's senior living portfolio.

New Investment Relationship Finalized Between Welltower® Inc. and Treplus Communities

Welltower's (WELL) seniors housing occupancy rises in April, backed by decent gains in its U.S. and UK portfolios, while rising cases in Canada drag occupancy recovery.

Welltower (WELL) Sees Seniors Housing Occupancy Gains in April

TOLEDO, Ohio, May 19, 2021 /PRNewswire/ -- Welltower ® Inc. (NYSE:WELL) announced today that it will participate in the 2021 RBC Capital Markets Global Healthcare Conference on May 19, 2021 and the Morgan Stanley Life After COVID Thematic Conference II on May 20, 2021.  In conjunction with the conferences, Welltower has issued the following business update which can be found at: https://welltower.com/may-business-update About Welltower Welltower Inc. (NYSE: WELL), an S&P 500 company headquartered in Toledo, Ohio, is driving the transformation of health care infrastructure.

Welltower Issues Business Update In Conjunction With Upcoming Investor Conferences

Welltower Inc. (WELL) CEO Shankh Mitra on Q1 2021 Results - Earnings Call Transcript

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While a fall in rental income, and revenues from resident fees and services impede Welltower's (WELL) Q1 top-line growth, it sees occupancy gains in April at its SHO portfolio.

Welltower (WELL) Q1 FFO Beats Estimates, Occupancy Up in April

Healthpeak Properties Inc

Healthcare real estate investment trusts (REITs) have a well-earned reputation as stable relatively invincible investable assets. However, due to the pandemic and its many collateral consequences, the long-term outlook for the space has become more interesting, with a decentralization theme beginning to gain increasing traction.

News for Welltower Stock (WELL)