Welltower

Welltower® delivers the health care infrastructure necessary to facilitate better treatment at lower costs and keep patients out of the hospital. Our business is centered on a relationship-based investing platform. We provide real estate capital to leading seniors housing operators, post-acute care providers and health systems. Through our capital, these companies are able to grow, innovate and ultimately provide better care.

welltower.com/about-us/

BUSINESS UPDATE June 2020

welltower.com/wp-content/uploads/2020/06/...UNE2020-FINAL.pdf

Welltower Reports Second Quarter 2020 Results

www.bloomberg.com/press-releases/...cond-quarter-2020-results

Recent Highlights

  o Reported net income attributable to common stockholders of $0.42 per
    diluted share
  o Reported normalized FFO attributable to common stockholders of $0.86 per
    diluted share
  o Completed $949 million of pro rata Seniors Housing Operating and
    Outpatient Medical dispositions at a blended yield of 5.7%
  o As of July 31, 2020 enhanced near-term liquidity profile to $4.3 billion
    including $1.3 billion of cash and cash equivalents
  o Appointed Diana Reid, an accomplished commercial banking and real estate
    executive, having served most recently as Executive Vice President of PNC
    Financial Services Group, to the Board of Directors
  o Issued eighth annual Corporate Sustainability Report and also named a
    Green Lease Leader by the U.S. Department of Energy Better Buildings
    Alliance

BMO Real Assets Conference
September 2020
welltower.com/wp-content/uploads/2020/09/...NALFINALFINAL.pdf

Wie siehts du die weitere Entwicklung von Welltower?

Mit Spekulationen halte ich mich lieber immer zurück, da ich auch nicht so der Finanzjongleur bin.
Ich hoffe allerdings das Welltower sich irgendwann wieder berappelt, die Leute werden ja weiterhin älter.

Nachkäufe oder verkäufe hab ich keine getätigt bei Welltower, ich versuchs erstmal auszusitzen, bei besseren Kursen würde ich aber bissi reduzieren (EK ist bei 69, in den Preissegment würd i bissi verkaufen), war schon vorher bissi übergewichtet im Depot.

Divi kommt noch rein, zumindest bissl was worüber man sich freuen kann.

Wäre ich nicht drin hät ich mir sogar vielleicht zu den jetzigen Kursen ne kleine Posi aufgebaut.

Oh EK 69 ist schon sehr hoch. Da hast du nicht verbilligt in den letzten Monaten?
Ärgere mich das ich im Mai nicht zu 35 rein bin.

Meinte auch eher die generelle Aufstellung von Welltower. Also wie stabil ist die Bilanz?
Werden weitere Dividendenkürzungen erwartet?

Sry zu bilanziellen Sachen mach ich eigentlich keine aussagen da dort mein wissen eher im gehobenem anfängerniveau liegt.
Und da keiner wirklich so genau abschätzen kann wie lange covid uns noch verfolgt ist es auch schwierig zu beurteilen ob eine Divi sicher ist. Kommt mit drauf an wie die auslastung der häuser sich entwickelt.
Zur Zeit scheints sich ja zu stabilisieren.

Und nö hab nicht verbilligt, mit nachkaufrn, egal bei welchem wert, halt ich mich eh immer zurück.
Ich schau da lieber nach weiteren werten die ins depot könnten.

29.10 2020  Welltower übertrifft im dritten Quartal mit einem Gewinn je Aktie von $0,77 die Analystenschätzungen von $0,15. Umsatz mit $1,04 Mrd. unter den Erwartungen von $1,07 Mrd / Kurs ca 55 USD .. also doch (trotz Corona) ordendlich, meine Meinung.... Quelle: Guidants

Welltower Reports Third Quarter 2020 Results

www.bloomberg.com/press-releases/...hird-quarter-2020-results

Recent Highlights

  o Reported net income attributable to common stockholders of $0.77 per
    diluted share
  o Reported normalized FFO attributable to common stockholders of $0.84 per
    diluted share
  o Completed $1.4 billion of pro rata dispositions at a blended yield of 5.3%
  o Reported net debt to Adjusted EBITDA of 6.02x as of September 30, 2020 and
    enhanced near-term liquidity profile to $5.2 billion, including $2.2
    billion of cash and cash equivalents as of October 26, 2020
  o Total Seniors Housing Operating ("SHO") portfolio occupancy declined
    approximately 150 basis points during the third quarter, in line with our
    outlook of a decline of 125 to 175 basis points resulting in a sequential
    decline in SSNOI growth of (1.1)%

BUSINESS UPDATE
Nareit REITworld Annual Conference | November 2020

welltower.com/wp-content/uploads/2020/11/...020-Deck.vFF_.pdf

Business update:

welltower.com/wp-content/uploads/2021/01/...Jan-2021.vFF_.pdf

Hab nur mal kurz rübergeschaut, das nur 75% bei denen altenheimen belegt is is zwar nicht so schön.
Aber ich glaub im allgemeinen liegt das update in der erwarteten range.

sonst wäre die Aktie nicht gefallen.
Es ziehen immer mehr Leute aus. Nur noch 75% Belegung tendenz fallend.
Abwarten wann da der Turnaround kommt.

Zur Zeit scheinen wir zumindest in einer Seitwärtsbewegung zu sein.
Persönlich frage ich mich ob Biden ev. auch noch mit ev. Lockdowns kommt, da könnt es nochmal interessant werden.

Ansonsten hast du natürlich recht, die Tendenz schaut erstmal nicht schön aus.

Welltower Reports Fourth Quarter 2020 Results

seekingalpha.com/pr/...er-reports-fourth-quarter-2020-results

Welltower Strategic Transaction and Business UpdateMarch 2, 2021

welltower.com/wp-content/uploads/2021/03/...siness-Update.pdf

Moody's announces completion of a periodic review of ratings of Welltower Inc.

www.moodys.com/research/...ngs-of--PR_443835?cid=7QFRKQSZE021

Welltower's Baa1 senior unsecured rating reflects its large and high-quality portfolio that is diversified ...

Welltower Issues Business Update

welltower.com/april-business-update

Welltower Reports First Quarter 2021 Results

www.bloomberg.com/press-releases/...irst-quarter-2021-results

Recent Highlights

  o Reported net income attributable to common stockholders of $0.17 per
    diluted share
  o Reported normalized FFO attributable to common stockholders of $0.80 per
    diluted share
  o As of April 23, 2021, occupancy for our Seniors Housing Operating ("SHO")
    portfolio increased approximately 60 basis points ("bps") from the
    pandemic-low on March 12, 2021, led by our U.K. and U.S. portfolios with
    occupancy gains of 120 bps and 90 bps, respectively
  o Year-to-date, completed $1.3 billion of pro rata gross investments
    exclusive of development funding through April 27, 2021
  o On April 27, 2021, we completed a £540 million ($750 million)
    participating senior loan advancement to affiliates of Safanad Inc. as
    part of its recapitalization of HC-One Group. The loan, which may be
    expanded by an additional £30 million, matures in 2026, and is secured by
    a first mortgage interest in the HC-One portfolio
  o Reported near-term liquidity of $4.0 billion as of April 27, 2020
  o Announced substantial exit of operating relationship with Genesis
    Healthcare through real estate transactions totaling $880 million in
    value, or $144,000 per bed, generating an 8.5% unlevered IRR over full
    term of Genesis relationship
  o Named to the Bloomberg Gender-Equality Index for the third consecutive
    year
  o On April 28, 2021, the Board of Directors declared a cash dividend for the
    quarter ended March 31, 2021 of $0.61 per share, marking Welltower's 200th
    consecutive quarterly cash dividend to shareholders

Welltower Inc. (WELL) CEO Shankh Mitra on Q1 2021 Results - Earnings Call Transcript

seekingalpha.com/article/...-results-earnings-call-transcript

ESG Report 2020

welltower.com/wp-content/uploads/2021/07/...port-07072021.pdf

Welltower Reports Third Quarter 2021 Results

seekingalpha.com/pr/...wer-reports-third-quarter-2021-results

Welltower Inc. (WELL) CEO Shankh Mitra on Q3 2021 results - Earnings Call Transcript

seekingalpha.com/article/...-results-earnings-call-transcript

Business Update Presentation of Welltower Inc. dated January 11, 2022.

www.sec.gov/Archives/edgar/data/766704/...1/d175982dex991.htm

Business Update Presentation of Welltower Inc. dated January 24, 2022.

www.sec.gov/Archives/edgar/data/766704/...5/d245379dex991.htm

Welltower Reports Fourth Quarter 2021 Results

seekingalpha.com/pr/...er-reports-fourth-quarter-2021-results

Welltower Inc. (WELL) CEO Shankh Mitra on Q4 2021 results - Earnings Call Transcript

seekingalpha.com/article/...-results-earnings-call-transcript