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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.

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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 (WELL) is set to gain from the senior housing recovery and strategic acquisitions. However, stiff competition and earnings dilution in the near term from asset dispositions are woes.

Is it Wise to Retain Welltower (WELL) in Your Portfolio Now?

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Welltower (WELL) upsizes and extends the maturity of its $5.2 billion unsecured credit facility. This move boosts its liquidity position and financial flexibility.

Welltower (WELL) Boosts Liquidity, Expands $5.2B Credit Facility

TOLEDO, Ohio , June 16, 2022 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) (the "Company" or "Welltower") today announced that it has closed on an amended $4.0 billion unsecured revolving line of credit ("Revolving Facility"), $1.0 billion term loan and CAD 250 million term loan (collectively, "Term Facility"). Through the Amendment, the Company will enhance its already strong liquidity position and extend its well-staggered debt maturity profile, while also achieving improved pricing across the Term Facility.

Welltower Announces Upsizing and Extension of $5.2 Billion Unsecured Credit Facility

Welltower (WELL) raises the midpoint of its Q2 FFO guidance based on better-than-anticipated Seniors Housing Operating (SHO) fundamentals.

Welltower (WELL) Revises Q2 FFO Guidance, Adds $502M Property

TOLEDO, Ohio , June 6, 2022 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced that it has revised its second quarter 2022 outlook. The Company now expects to achieve net income attributable to common stockholders in a range of $0.22 - $0.25 per diluted share as compared to previous guidance of $0.20 - $0.25 per diluted share.

Welltower Raises Second Quarter 2022 Guidance and Issues Business Update

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Concurrent with Q1 results reflecting the seniors housing occupancy expansion, Welltower (WELL) announces the expansion of its strategic partnership with Oakmont Management Group.

Welltower (WELL) Q1 FFO Tops, Seniors Housing Occupancy Gains

Welltower Inc. (NYSE:WELL ) Q1 2022 Results Conference Call May 11, 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 Vikram Malhotra - Mizuho Steve Sakwa - Evercore ISI Derek Johnston - Deutsche Bank Joshua Dennerlein - Bank of America John Pawlowski - Green Street Rich Anderson - SMBC Adam Kramer - Morgan Stanley Michael Griffin - Citi Michael Carroll - RBC Capital Markets Nick Yulico - Scotiabank Austin Wurschmidt - KeyBanc Capital Markets Mike Mueller - JPMorgan Juan Sanabria - BMO Capital Markets Steven Valiquette - Barclays Operator Hello, and welcome to the Q1 2022 Welltower Inc. Earnings Conference Call. At this time, all participants are in a listen-only mode.

Welltower Inc. (WELL) CEO Shankh Mitra on Q1 2022 Results - Earnings Call Transcript

Welltower (WELL) delivered FFO and revenue surprises of 0% and 3.59%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Welltower (WELL) Q1 FFO Meet Estimates

TOLEDO, Ohio , May 10, 2022 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended March 31, 2022. Recent Highlights Reported net income attributable to common stockholders of $0.14 per diluted share Reported normalized FFO attributable to common stockholders of $0.82 per diluted share, exceeding the midpoint of guidance range Reported normalized FFO growth attributable to common stockholders per diluted share, excluding Provider Relief Funds, of 15% over the prior year Seniors Housing Operating ("SHO") portfolio average same store occupancy increased approximately 460 basis points ("bps") year-over-year to 78.0%.

Welltower Reports First Quarter 2022 Results

TOLEDO, Ohio , May 10, 2022 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) or the "Company" today announced the deepening of its strategic partnership with Oakmont Management Group ("Oakmont"), a leading West Coast operator of Class A communities focused on specialized resident health and wellness programming. The Company has agreed to purchase seven senior living communities, subject to customary closing conditions, which Oakmont will operate under an aligned RIDEA 3.0 contract.

Welltower Announces Expansion of Strategic Partnership with Oakmont Management Group

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WELL is banking on growth in the senior housing space. While the COVID headwind is lessening, structural oversupply remains.

Welltower: Pricing In Chickens Before The Eggs Hatch

TOLEDO, Ohio , April 25, 2022 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) today announced it will release first quarter 2022 financial results after the close of trading on the New York Stock Exchange on Tuesday, May 10, 2022. The Company will host a conference call and webcast on Wednesday, May 11, 2022 at 9:00 a.m.

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

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Welltower: 2.6% Yield And Big Dividend Upside

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

Welltower (WELL) Up 8.1% Since Last Earnings Report: Can It Continue?

TOLEDO, Ohio , March 8, 2022 /PRNewswire/ -- Shankh Mitra, CEO and CIO, Tim McHugh, CFO and John Burkart, COO of Welltower Inc. (NYSE: WELL) will participate in the Citi 2022 Global Property CEO Conference on Tuesday, March 8, 2022 from 11:15 to 11:50 a.m. Eastern Time.

Welltower to Present at Citi 2022 Global Property CEO Conference

TOLEDO, Ohio, March 7, 2022 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) (the "Company") today announced that it intends to implement a holding company reorganization (the "Reorganization") that would structure Welltower as an Umbrella Partnership Real Estate Investment Trust, or UPREIT.  In the Reorganization, a new holding company ("New Welltower") will become the publicly traded parent company and will inherit the name "Welltower Inc."  The current real estate investment trust ("Old Welltower") will exist as a wholly owned subsidiary of New Welltower initially called "Welltower OP Inc." and, subject to approval of New Welltower's shareholders, convert to a Delaware limited liability company, "Welltower OP LLC" (the "LLC Conversion").

Welltower Announces Holding Company Reorganization UPREIT Structure Improves Ability to Acquire Properties in Tax Deferred Structures

TOLEDO, Ohio, March 6, 2022 /PRNewswire/ -- Welltower Inc. (NYSE: WELL) or the "Company" today announced that it plans to expand its strategic partnership with StoryPoint Senior Living ("StoryPoint"), a preeminent senior living operator based in Brighton, Michigan.  The Company has agreed to purchase three distinct senior living portfolios, subject to customary closing conditions, where StoryPoint will be the operating partner under an aligned RIDEA 3.0 contract, significantly expanding its pre-existing local footprint in these markets.

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