TOLEDO, Ohio, Oct. 28, 2024 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended September 30, 2024.Recent Highlights Reported net income attributable to common stockholders of $0.73 per diluted share Reported quarterly normalized funds from operations attributable to common stockholders of $1.11 per diluted share, an increase of 20.7% over the prior year Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 12.6%, driven by SSNOI growth in our Senior ...

Wall Street analysts forecast that Welltower (WELL) will report quarterly earnings of $1.04 per share in its upcoming release, pointing to a year-over-year increase of 13%. It is anticipated that revenues will amount to $1.95 billion, exhibiting an increase of 17.3% compared to the year-ago quarter.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.Prior ...

Welltower Inc. (WELL) owns a diversified portfolio of healthcare real estate assets in the key markets of the United States, Canada and the U.K. The favorable senior housing industry, capital-recycling efforts and a healthy balance sheet are likely to continue aiding the company to ride the growth curve. This Toledo, OH-based healthcare real estate investment trust (REIT) has gained 36.8% in the past six months compared with the industry's 13.8% growth. Analysts seem bullish on this Zacks Rank #2 (Buy) comp ...

TOLEDO, Ohio, Oct. 7, 2024 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced it will release third quarter 2024 financial results after the close of trading on the New York Stock Exchange on Monday, October 28, 2024. The Company will host a conference call and webcast on Tuesday, October 29, 2024, at 9:00 a.m. ET to discuss these results. The Company's earnings release will be available in the Investors section of the Company's website. Investors and other interested parties may access the confer ...

Welltower Inc. (WELL) recently provided an update on the Seniors Housing Triple-Net (SH NNN) portfolio. It also plans to sell the Brookdale Portfolio for $175 million. The company is reducing SH NNN exposure to secure attractive returns for shareholders and bolster long-term growth prospects. In the recent update, Welltower noted that it has completed the conversion of five communities that were previously under a triple-net lease with Sagora to a Seniors Housing Operating (RIDEA) structure. Per the second- ...

Shares of Welltower (WELL) have rallied 39.1% year to date, outperforming the industry's growth of 9.9%. Welltower owns a well-diversified portfolio of healthcare real estate assets in the key markets of the United States, Canada and the U.K. Given an aging population and an expected rise in senior citizens' healthcare expenditure, Welltower's senior housing operating (SHO) portfolio and outpatient medical (OM) segment are well-poised to benefit from this positive trend. Analysts seem positive on this healt ...

Welltower Inc.'s (WELL) senior housing operating (SHO) portfolio is well-poised to benefit from an aging population and a rise in healthcare expenditure by senior citizens. Moreover, portfolio restructuring initiatives and capital-recycling efforts augur well. However, competition in the senior housing market and high interest rates pose key concerns. The REIT, carrying a Zacks Rank #3 (Hold) at present, reported second-quarter 2024 normalized funds from operations (FFO) per share of $1.05, which surpassed ...

Maskot Introduction Shares of Welltower Inc. (NYSE:WELL) have performed exceptionally well for investors who've been able to hold on over the most recent one year period. Over the last twelve months, shares are up 49% on top of the steady 2% dividend the company pays to shareholders. While a large part of this total return is due to the overall market moving higher as well as lower interest rates expected going forward (a factor that's generally seen as a positive tailwind for REIT and other real estate rel ...

Shares of Welltower Inc. (WELL) have gained 29.3% in the year-to-date period compared with the industry's growth of 1.6%. This Toledo, OH-based healthcare real estate investment trust (REIT) owns a well-diversified portfolio of healthcare real estate assets in the key markets of the United States, Canada and the U.K. Its portfoliorestructuring initiatives and capital-recycling activities have aided Welltower in riding the growth curve so far. A healthy balance sheet position will likely support its growth e ...

财务数据和关键指标变化 - 公司报告第二季度每股净收益0.42美元,每股经常性FFO为1.05美元,同比增长16.7%或调整后同比增长19% [53] - 公司整体同店NOI同比增长11.3% [53] 各条业务线数据和关键指标变化 - 高级护理租赁业务同店NOI同比增长4.3%,EBITDA覆盖率达1.4倍,创下疫情后新高 [54] - 长期护理业务同店NOI同比增长2.7%,EBITDA覆盖率从上季度的1.23倍提升至1.47倍 [56] 各个市场数据和关键指标变化 - 无具体披露 公司战略和发展方向及行业竞争 - 公司继续积极拓展收购,年初至今已完成或签约约49亿美元的交易,主要集中在美国和英国的高级护理房地产 [37][38][39][40] - 公司正在与亚洲和欧洲投资者接洽,探讨收购高级护理资产的机会 [42][43] - 公司正在积极推进高级护理资产从三租赁转为RIDEA结构,以直接参与这些资产的增长 [48][50][55] - 公司正在大幅提升运营效率,通过技术平台升级、资本项目优化等措施来提升资产运营能力和盈利能力 [31][32][33][34] 管理层对经营环境和未来前景的评论 - 公司对高级护理行业的长期增长前景保持乐观,认为人口老龄化趋势和新供给持续低迷将为行业带来强劲需求 [11][12][13] - 公司认为自身的运营平台升级和资产优化举措将进一步增强公司的长期增长潜力 [14][15][16][17][18] 其他重要信息 - 公司进一步优化资产负债表,二季度末净债务/EBITDA降至3.68倍,创历史新低 [60] - 公司增加了2024年全年FFO指引,主要受益于高级护理业务的强劲表现和投资交易的贡献 [62][63][64] 问答环节重要的提问和回答 问题1 **Jonathan Hughes 提问** 询问公司未来将有多大比例的三租赁资产转为RIDEA结构 [75] **Shankh Mitra 回答** 公司将继续与合适的运营商合作,将部分三租赁资产转为RIDEA结构,以更好地参与这些资产的增长潜力 [76][77][78] 问题2 **Vikram Malhotra 提问** 询问公司未来内部和外部增长的关键驱动因素 [79] **Shankh Mitra 回答** 公司看好未来几年高级护理行业的强劲需求和有限的新供给,同时内部运营效率提升也将是重要的增长动力 [80][81][82][83] 问题3 **Nicholas Yulico 提问** 询问公司高级护理业务二季度的入住率增长情况及下半年的预期 [86] **Shankh Mitra 回答** 公司二季度入住率增长略有放缓,主要由于大量资产正在进行翻新,但公司对下半年入住率增长保持信心 [87][88]