Professional
Added to YB: 2025-05-02
Pitch date: 2025-03-31
WELL [neutral]
Welltower Inc.
+55.89%
current return
Author Info
No bio for this author
Company Info
Welltower Inc., an S&P 500 company, is positioned at the center of the silver economy, focusing on rental housing for aging seniors across the United States, United Kingdom, and Canada.
Market Cap
$168.8B
Pitch Price
$150.51
Price Target
N/A
Dividend
1.45%
EV/EBITDA
54.68
P/E
106.16
EV/Sales
14.71
Sector
Health Care REITs
Category
growth
Baron Real Estate Fund Portfolio Holding: Welltower Inc.
WELL (holding update): Senior housing REIT offering both defensive (needs-based service for wealthy seniors) and offensive plays. Strong Q results show above-industry rent/occupancy growth. Positioned for cyclical recovery post-COVID + secular demographic tailwinds against limited supply. Recent C$4.6B Amica luxury portfolio acquisition was accretive, below replacement cost.
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