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
3 hours ago
