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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

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

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.

TOLEDO, Ohio , Nov. 7, 2022 /PRNewswire/ -- ProMedica announced today that it has entered into definitive agreements under which ProMedica will transfer, as of December 19, 2022, the real estate and management of all of its skilled nursing facilities currently part of a joint venture and master lease, respectively, between ProMedica and Welltower. Under the terms of the agreement, a new Welltower venture will own the real estate interests for the skilled nursing facilities.

ProMedica to Exit Skilled Nursing Joint Venture; Will Retain Operation of Assisted Living and Memory Care Facilities

Welltower to transition 147 ProMedica Senior Care skilled nursing assets into an 85/15 joint venture between Welltower and Integra Health Welltower's combined cash rent increases over 4% relative to total current contractual rent from existing ProMedica Senior Care joint venture ProMedica Senior Care will continue to operate 58 private-pay senior living communities TOLEDO, Ohio , Nov. 7, 2022 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL), or the "Company", today announced definitive agreements to effectuate the sale and transition of 147 skilled nursing facilities currently operated by ProMedica. As part of the agreement between Welltower and ProMedica, ProMedica will surrender its 15% interest in the skilled nursing assets currently held within the existing 85/15 Welltower/ProMedica joint venture and provide significant working capital support for the new operators to ensure a smooth transition of patient care and operations.

Welltower Announces the Formation of Joint Venture with Integra Health and Plan to Transition Skilled Nursing Assets Currently Operated by ProMedica

TOLEDO, Ohio , Nov. 7, 2022 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) today announced results for the quarter ended September 30, 2022. Recent Highlights Reported net loss attributable to common stockholders of $0.01 per diluted share Reported normalized FFO attributable to common stockholders of $0.84 per diluted share Reported normalized FFO growth attributable to common stockholders per diluted share of 5.0% over the prior year, and 6.2% on a constant currency basis excluding Provider Relief Funds Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 7.2%, driven by SSNOI growth in our Seniors Housing Operating ("SHO") portfolio of 17.6% SHO portfolio year-over-year same store revenue increased 10.8% in the third quarter, driven by 390 basis points of year-over-year average occupancy growth and REVPOR growth of 5.3%.

Welltower Reports Third Quarter 2022 Results

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Healthcare REITs have lagged over the past quarter as sharply higher labor costs, a sluggish post-COVID recovery in patient volumes, and the waning of government fiscal support have pressured operators. Hospital operators have been slammed particularly hard as elective surgeries continue to be either delayed or pushed to outpatient facilities, amplifying a broader industry shift towards low-cost healthcare settings.

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TOLEDO, Ohio , Oct. 24, 2022 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) today announced it will release third quarter 2022 financial results after the close of trading on the New York Stock Exchange on Monday, November 7, 2022. The Company will host a conference call and webcast on Tuesday, November 8, 2022, at 9:00 a.m.

Welltower Announces Date of Third Quarter 2022 Earnings Release, Conference Call and Webcast

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Despite a healthy occupancy trend in the seniors housing operating (SHO) portfolio, Welltower (WELL) is likely to experience Q3 FFO below the midpoint of its guidance due to delayed HHS funds.

Welltower (WELL) to Witness a Dim Q3 Amid Delayed HHS Funds

Welltower's stock price is now trading materially below its recent highs. It's seeing a strong rebound in its senior housing segment, with revenue outpacing expense growth.

Why Welltower Is A Beaten-Down Buy For Turbulent Times

Rise in healthcare expenditure by an aging population and strategic acquisitions are likely to aid Welltower (WELL). Stiff competition and earnings dilution in the near term from asset sales are woes.

Should Investors Retain Welltower (WELL) Stock for Now?

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Welltower (WELL) recently announced its Q2 2022 financial results. These are the details.

Welltower (WELL) Q2 2022 Earnings Highlights

Welltower's (WELL) seniors housing occupancy gains traction in Q2, led by its U.S. and U.K. portfolios. Management's outlook remains robust based on the seniors housing operating portfolio recovery.

Welltower (WELL) Witnesses Occupancy Gains in Seniors Housing

Welltower Inc. (NYSE:WELL ) Q2 2022 Earnings Conference Call August 10, 2022 9:00 AM ET Company Participants Matt McQueen - General Counsel Shankh Mitra - Chief Executive Officer John Burkart - Chief Operating Officer Tim McHugh - Chief Financial Officer Conference Call Participants Michael Bilerman - Citigroup Vikram Malhotra - Mizuho Daniel Bernstein - Capital One Jonathan Hughes - Raymond James Austin Wurschmidt - KeyBanc Capital Markets Derek Johnston - Deutsche Bank John Pawlowski - Green Street Steven Valiquette - Barclays Michael Mueller - JPMorgan David Rodgers - Baird Nicholas Yulico - Scotiabank Richard Anderson - SMBC Michael Carroll - RBC Capital Markets Juan Sanabria - BMO Capital Markets Operator Good morning. My name is Chantal, and I'll be your conference operator today.

Welltower Inc. (WELL) CEO Shankh Mitra on Q2 2022 Results - Earnings Call Transcript

Welltower's (WELL) Q2 results outpace estimates with solid top-line growth. The seniors housing operating portfolio occupancy witnesses significant improvements year over year.

Welltower (WELL) Q2 FFO & Revenues Beat, SHOP Occupancy Up

Welltower (WELL) delivered FFO and revenue surprises of 1.18% and 3.46%, respectively, for the quarter ended June 2022. Do the numbers hold clues to what lies ahead for the stock?

Welltower (WELL) Tops Q2 FFO and Revenue Estimates

TOLEDO, Ohio , Aug. 9, 2022 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) today announced results for the quarter ended June 30, 2022. Recent Highlights Reported net income attributable to common stockholders of $0.20 per diluted share Reported normalized FFO attributable to common stockholders of $0.86 per diluted share Reported normalized FFO growth attributable to common stockholders per diluted share of 8.9% over the prior year, and 7.7% on a constant currency basis excluding Provider Relief Funds Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 8.7%, driven by SSNOI growth in our Seniors Housing Operating ("SHO") portfolio of 15.4% SHO portfolio year-over-year same store revenue growth accelerated relative to the first quarter, increasing to 11.5% in the second quarter, driven by 500 bps of year-over-year average occupancy growth and 4.5% same store REVPOR growth Completed $1.6 billion of pro rata gross investments during the second quarter including $1.1 billion in acquisitions and loan funding and $448 million in development funding, continuing one of the most active starts to the year for investment activity in Welltower's history.

Welltower Reports Second Quarter 2022 Results

MURFREESBORO, TN / ACCESSWIRE / August 8, 2022 / National Health Investors, Inc. (NYSE:NHI) announced today its results for the three and six months ended June 30, 2022. Financial Results and Recent Events Net income attributable to common stockholders per diluted common share for the three months ended June 30, 2022 was $0.47, compared to $0.85, during the same period in the prior year.

NHI Announces Second Quarter 2022 Results

News for Welltower Stock (WELL)