Financial PerformanceWelltower reported a beat in FFO, which was above expectations, driven by strong performance in their senior housing operating portfolio.
Investment ActivityA total of $6 billion in transactions were closed in 2024, with an additional $2 billion in investment activity in early 2025, showing strong deal activity.
Market PositioningPricing power in Senior Housing remains solid despite tough comparisons, indicating strong market positioning.
New Business VenturesWelltower announced the launch of a new private funds management business to manage third-party capital, creating growing AUM with associated asset management fees and potential promotes on monetization.
Strategic ExpansionWelltower continues to execute on external growth with significant acquisitions, indicating a strong strategy for expansion.