4 days ago
Welltower (WELL) pays out only 52% of normalized FFO, while Ventas (VTR) raised its dividend 8% and improved leverage to a decade-low 4.4x.
Baby boomers turning 80 now number nearly 70 million, yet builders started only 1,000 new senior housing units last quarter.
Sabra's 6% yield comes with a dividend flat since 2020 and a $102 million non-cash loan loss provision recorded in Q2.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing has one of the clearest demand stories in real estate. On its third-quarter call, Ventas (NYSE:VTR) noted that the baby boomer generation, a cohort of nearly 70 million individuals, began turning 80 this year. Builders started only 1,000 units of new senior housing in the quarter. More 80-year-olds and very few new buildings push occupancy and rents higher, but operator health, labor costs, and government reimbursement decide how much of that reaches shareholders. The four REITs below are all equity REITs that own buildings. None is a mortgage REIT. Dividend safety is measured on FFO, FAD, or AFFO coverage, the cash-flow figures REITs actually pay dividends from.
#senior #million #housing #ventas
Baby boomers turning 80 now number nearly 70 million, yet builders started only 1,000 new senior housing units last quarter.
Sabra's 6% yield comes with a dividend flat since 2020 and a $102 million non-cash loan loss provision recorded in Q2.
Just released. Our ***** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing has one of the clearest demand stories in real estate. On its third-quarter call, Ventas (NYSE:VTR) noted that the baby boomer generation, a cohort of nearly 70 million individuals, began turning 80 this year. Builders started only 1,000 units of new senior housing in the quarter. More 80-year-olds and very few new buildings push occupancy and rents higher, but operator health, labor costs, and government reimbursement decide how much of that reaches shareholders. The four REITs below are all equity REITs that own buildings. None is a mortgage REIT. Dividend safety is measured on FFO, FAD, or AFFO coverage, the cash-flow figures REITs actually pay dividends from.
#senior #million #housing #ventas
2 months ago
Welltower and Ventas posted SHOP NOI growth of 20.5% and 16.3%, respectively, as senior occupancy rates climb and new supply starts remain at record lows.
Roughly 2 million people turn 80 in 2026, and Ventas CEO Debra Cafaro says the senior population growth rate will more than double over the next decade.
OHI's 5.68% yield carries real tenant risk: Genesis Healthcare is in Chapter 11 with $148 million in loans outstanding and the CEO is retiring.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing and skilled nursing REITs are riding a demographic tide that shows up in the operating data. Roughly two million people will turn 80 in 2026 alone, and Ventas Chair and CEO Debra A. Cafaro told investors that "the leading edge of the nearly 70 million baby boomers has just begun turning 80 this year, ushering in a decade where the growth rate of the senior population more than doubles, yet new starts remain at record lows." Four US-listed equity REITs sit squarely in that trade. Dividend safety leads the **** ysis, so every payout is measured against FFO or AFFO, not GAAP earnings.
#ventas #welltower
Roughly 2 million people turn 80 in 2026, and Ventas CEO Debra Cafaro says the senior population growth rate will more than double over the next decade.
OHI's 5.68% yield carries real tenant risk: Genesis Healthcare is in Chapter 11 with $148 million in loans outstanding and the CEO is retiring.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Welltower didn't make the cut. Enter your email to see the names that beat WELL. The report is free. Enter your email and see if any of your stocks made the cut.
Senior housing and skilled nursing REITs are riding a demographic tide that shows up in the operating data. Roughly two million people will turn 80 in 2026 alone, and Ventas Chair and CEO Debra A. Cafaro told investors that "the leading edge of the nearly 70 million baby boomers has just begun turning 80 this year, ushering in a decade where the growth rate of the senior population more than doubles, yet new starts remain at record lows." Four US-listed equity REITs sit squarely in that trade. Dividend safety leads the **** ysis, so every payout is measured against FFO or AFFO, not GAAP earnings.
#ventas #welltower
4 months ago
Ventas, Inc. (VTR), headquartered in Chicago, Illinois, is a leading real estate investment trust (REIT) enabling exceptional environments that benefit a large and growing aging population. Valued at $44.8 billion by market cap, the company owns seniors housing communities, skilled nursing facilities, hospitals, and medical office buildings in the U.S. and Canada. The leading healthcare REIT is expected to announce its fiscal second-quarter earnings for 2026 after the market closes on Wednesday, Jul. 29.
Ahead of the event, ******* ysts expect VTR to report an FFO of $0.96 per share on a diluted basis, up 10.3% from $0.87 per share in the year-ago quarter. The company has beat or matched Wall Street's FFO estimates in its last four quarterly reports.
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Ahead of the event, ******* ysts expect VTR to report an FFO of $0.96 per share on a diluted basis, up 10.3% from $0.87 per share in the year-ago quarter. The company has beat or matched Wall Street's FFO estimates in its last four quarterly reports.
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5 months ago
With a market cap of $37.6 billion, Ventas, Inc. (VTR) is a leading U.S. real estate investment trust (REIT) specializing in healthcare and senior housing properties. Headquartered in Chicago, Illinois, the company owns and manages a diversified portfolio of real estate **** ets across the United States, Canada, and the United Kingdom.
Companies valued at more than $10 billion are generally considered "large-cap" stocks, and Ventas fits this criterion perfectly. As one of the largest healthcare REITs in North America, Ventas is recognized for its high-quality **** et base, strong balance sheet, and focus on long-term value creation.
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Companies valued at more than $10 billion are generally considered "large-cap" stocks, and Ventas fits this criterion perfectly. As one of the largest healthcare REITs in North America, Ventas is recognized for its high-quality **** et base, strong balance sheet, and focus on long-term value creation.
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Stay Away from Super Micro Computer Stock. It's Hostage to Its Own Mistakes.
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1 yr. ago
Ahorita paso la policia por ventas de licor en la 4calle de 9 a 10avenida zona 11 Roosevelt que tienen un escandalo tocándoles la bocina a ver si hace algo lo dudo
2 yr. ago
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Según datos de rendimiento recopilados por la industria, las ventas del 1 de enero al 27 de abril de este año de las nueve principales marcas de artículos para actividades al aire libre (The North Face, Discovery Expedition, K2, Kolon Sports, Nepa, Black Yak
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Según datos de rendimiento recopilados por la industria, las ventas del 1 de enero al 27 de abril de este año de las nueve principales marcas de artículos para actividades al aire libre (The North Face, Discovery Expedition, K2, Kolon Sports, Nepa, Black Yak
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