WELL Health Technologies Corp. (WELL:CA) Q1 2026 Earnings Call Transcript

WELL Health Technologies Corp. (WELL:CA) Q1 2026 Earnings Call Transcript

Seeking Alpha • 20 hours ago

I Lost 98%: My Biggest REIT Investing Losses Ever And Lessons

Every investor can have brutal losers when risk factors hit. Leverage and weak balance sheets were behind my biggest mistakes. The biggest lessons came from losses, not the winners.

Seeking Alpha • May 4, 2026

REITs Excel, Earnings Swell, Fed Rebels

U.S. equity markets advanced for a fifth straight week - their longest winning streak since 2024 - as strong earnings, resilient data, and hopes for lasting Iran peace fueled optimism. Investors looked through another oil-price surge and inflationary pressure, focusing instead on corporate resilience and economic strength despite a complex macro backdrop shaped by geopolitical and policy uncertainty. The Fed held rates steady in an unusually fractured 8-4 vote, while Powell's plan to remain on the Board broke precedent and raised politically charged succession questions.

Seeking Alpha • May 3, 2026

REITs: A Defensive HALO Against AI Obsolescence

REITs, as HALO assets, offer durable cash flows and physical scarcity, making them attractive defensive plays against AI-driven disruption. AI may drive obsolescence for asset-light models, but high-quality, well-located REITs should benefit from bifurcation and evolving tenant demand. Data centers, cell towers, and select industrial/healthcare REITs are beneficiaries of AI proliferation, while most other property types remain insulated or neutral.

Seeking Alpha • May 2, 2026

Welltower Crushed The S&P 500 Since The 2020 Stock Market Low; These Fundamentals Explain Why

Welltower stock has grown as the company has addressed a strong desire by human beings to enjoy a comfortable environment.

Investors Business Daily • May 1, 2026

Welltower: A Premium REIT At An Overextended Price

Welltower Inc. is a top-tier REIT with strong fundamentals, robust FFO growth, and disciplined capital allocation. WELL's SHO segment drove Q1'26 FFO up 23% YoY, with same-store NOI growth of 22.1% and occupancy at 88.8%. Despite operational excellence, WELL trades at a 33x P/FFO—over 30% above its historical average and 131% above peers, making current valuation difficult to justify.

Seeking Alpha • May 1, 2026

Welltower Inc. (WELL) Q1 2026 Earnings Call Transcript

Welltower Inc. (WELL) Q1 2026 Earnings Call Transcript

Seeking Alpha • Apr 29, 2026

Welltower's Q1 FFO Beat Estimates on Strong SHO NOI Growth

WELL tops Q1 FFO estimates as SHO NOI surges, occupancy improves and 2026 guidance increases on strong operating leverage.

Zacks Investment Research • Apr 29, 2026

Welltower Reports First Quarter 2026 Results

TOLEDO, Ohio, April 28, 2026 /PRNewswire/ -- Welltower Inc. (NYSE:WELL) today announced results for the quarter ended March 31, 2026. First Quarter and Other Recent Highlights Reported net income attributable to common stockholders of $1.02 per diluted share Reported quarterly normalized funds from operations attributable to common stockholders of $1.47 per diluted share, an increase of 23% over the prior year Reported total portfolio year-over-year same store NOI ("SSNOI") growth of 16.4%, driven by SSNOI growth in our Seniors Housing Operating ("SHO") portfolio of 22.1% SHO portfolio organic same store revenue growth increased 9.5% year-over-year in the first quarter, resulting from 370 basis points ("bps") of average occupancy growth and 5.0% growth in Revenue Per Occupied Room ("RevPOR") Year-to-date, closed or under contract to close $10.5 billion of investment activity, including $3.3 billion of pro rata gross investments completed in the first quarter and $7.2 billion of pro rata gross investments closed or are under contract to close subsequent to quarter-end We completed $2.8 billion of pro rata dispositions and loan repayments during the first quarter, comprising $1.4 billion of Outpatient Medical ("OM") dispositions which includes follow-on tranches of the previously announced OM portfolio transaction, $524 million of long-term/post-acute care properties which includes the previously announced sale of properties within the Integra joint venture and $873 million of loan repayments As of March 31, 2026, reported Net Debt to Adjusted EBITDA of 2.73x and approximately $11.1 billion of available liquidity inclusive of $4.8 billion of available cash and restricted cash and full capacity under our recently upsized $6.25 billion line of credit Repaid $700 million of senior unsecured notes at maturity in April 2026 with free cash flow Expanded our capital light revenue opportunities through the licensing of our data science platform to Public Storage and a preeminent global private equity real estate firm Capital Activity and Liquidity Liquidity Update Net debt to consolidated enterprise value decreased to 8.8% as of March 31, 2026 from 10.8% as of December 31, 2025.

PRNewsWire • Apr 28, 2026

Welltower (WELL) Q1 FFO and Revenues Beat Estimates

Welltower (WELL) came out with quarterly funds from operations (FFO) of $1.47 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to FFO of $1.2 per share a year ago.

Zacks Investment Research • Apr 28, 2026