Welltower

Beiträge: 12
Zugriffe: 2.176 / Heute: 2
Welltower 83,77 $ -0,34% Perf. seit Threadbeginn:   +11,74%
 
Welltower Xarope
Xarope:

Welltower

 
09.03.19 08:52
#1
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/
Welltower Xarope
Xarope:

Welltower

 
09.03.19 08:54
#2

Welltower Inc. (WELL) CEO Tom DeRosa Presents at Citi 2019 Global Property CEO Conference Call (Transcript)

seekingalpha.com/article/...obal-property-ceo-conference-call

Welltower is a $30-ish billion equity market cap publicly traded REIT that invest primarily in seniors housing, post acute care facilities and medical office buildings. We currently own 1,334 premier senior housing and long-term post acute assets across the U.S., UK and Canada, as well as 20 month 1 million square feet of self-managed medical office space in the U.S.

Before getting to the three reasons I just -- why investors should buy Welltower now. I wanted to highlight a few key things about our organization since we were last here in March of 2018; we delivered 15.3% total return to shareholders, outperforming all peers for the year; we completed over $4 billion of gross investment activity at a 7% yield, while selling nearly 2 billion of non-core assets, further improving the quality of our portfolio and cash flow; we leverage relationships with next-generation operators like Conseil to realign legacy relationships like Brookdale, enhancing the quality of our cash flow while positioning the Welltower platform for future growth; we experienced year-over-year occupancy gains during the fourth quarter for the first time since 2015, and we're encouraged by the general stabilization in seniors housing fundamentals seen during the second half of '18.

Welltower Xarope
Xarope:

Welltower: Is Welltower a Buy?

 
13.04.19 08:52
#3

Is Welltower a Buy?

www.fool.com/investing/2019/04/08/is-welltower-a-buy.aspx

The portfolio has undergone a bit of a strategic shift over the past few years, adding significantly to its concentration of senior housing and outpatient medical facilities. In all, 63% of Welltower's income comes from senior housing and 27% comes from outpatient medical and health-system properties. In addition, 95% of the portfolio is private pay, which generally translates to more stable revenue than government-dependent payments such as Medicare and Medicaid.

Welltower Xarope
Xarope:

Welltower: First Quarter 2019 Results

 
30.04.19 12:55
#4

Welltower Reports First Quarter 2019 Results

www.bloomberg.com/press-releases/...irst-quarter-2019-results

Quarterly Highlights

  o Reported net income attributable to common stockholders of $0.71 per
    diluted share and normalized FFO attributable to common stockholders of
    $1.02 per diluted share compared to $0.99 per diluted share in 2018,
    representing 3% normalized FFO growth
  o Total portfolio SSNOI grew 3.1%, driven by Seniors Housing Operating SSNOI
    growth of 3.0%
  o Completed $259 million of pro rata acquisitions in high quality real
    estate with an additional $519 million in pro rata acquisitions subsequent
    to quarter end for a total blended yield of 5.9% across eight separate
    transactions
  o Improved net debt to Adjusted EBITDA to 5.47x at March 31, 2019 from 5.84x
    at December 31, 2018
  o Generated $538 million of gross proceeds from common stock issuances at an
    average price of $74.69 per share

...

On March 31, 2019, we had $249 million of cash and cash
equivalents and $2.6 billion of available borrowing capacity under the
unsecured revolving credit facility. During the first quarter, we generated
approximately $538 million under our dividend reinvestment program and equity
shelf program at an average price of $74.69 per share.

...

The Board of Directors declared a cash dividend for the quarter ended
March 31, 2019 of $0.87 per share. On May 28, 2019, we will pay our 192^nd
consecutive quarterly cash dividend to stockholders of record on May 14, 2019.

Welltower Xarope
Xarope:

Welltower: Q1 2019 - Earnings Call Transcript

 
01.05.19 09:33
#5

Welltower, Inc. (WELL) CEO Thomas DeRosa on Q1 2019 Results - Earnings Call Transcript

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

Welltower Xarope
Xarope:

Welltower: 2019 Q1 - Results - Earnings Call Slide

 
03.05.19 09:23
#6

Welltower Inc. 2019 Q1 - Results - Earnings Call Slides

seekingalpha.com/article/...9-q1-results-earnings-call-slides


Welltower Xarope
Xarope:

Welltower: Second Quarter 2019 Results

 
01.08.19 08:43
#7

Welltower Reports Second Quarter 2019 Results

https://www.ariva.de/news/...orts-second-quarter-2019-results-7741417

Quarterly Highlights

   - Reported net income attributable to common stockholders of $0.34 per diluted share and normalized FFO attributable to common stockholders of $1.05 per diluted share compared to $1.00 per diluted share in 2018, representing 5% normalized FFO growth
   - Grew total portfolio SSNOI by 3.1%, driven by consistent performance across all property types
   - Completed $2.4 billion of pro rata acquisitions across eight separate transactions at a blended yield of 5.4% and $152 million in development funding with an expected stabilized yield of 7.2%
   - Completed the sale of the Benchmark Senior Living portfolio for a $1.8 billion gross sale price subsequent to quarter end
   - Issued seventh annual Corporate Social Responsibility Report and also named a 2019 Energy Star Partner of the Year by the U.S. Environmental Protection Agency

Welltower Xarope
Xarope:

Welltower: Q2 2019 - Earnings Call Transcript

 
04.08.19 09:07
#8

Welltower (WELL) CEO, Tom DeRosa on Q2 2019 Results - Earnings Call Transcript

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

Welltower Rentnerzock
Rentnerzock:

Die Aktie mit Namen WELLTOWER -A1409D-

 
08.08.19 19:15
#9
hat heute zugeschlagen und ein Allzeithoch von 77,80€ gebildet. Zudem wird in diesem Monat die 4. Quartalsdiv. gezahlt. Die Aktie  ändert ihre Dividendenhöhe nicht, dafür geht der Kurs der Aktie aufwärts.
Welltower Krause_D
Krause_D:

Kommt die Aktie nochmal zurück?

 
27.08.19 20:56
#10
Kommt die Aktie nochmal zurück, oder ist das einen rezessionsangstunabhängiges Papier? Lohnt sich der Einstieg bei der Einseitigkeit in der Entwicklung überhaupt noch?
Welltower Xarope
Xarope:

Welltower: Reports Third Quarter 2019 Results

 
29.10.19 08:44
#11

Welltower Reports Third Quarter 2019 Results

https://www.ariva.de/news/...ports-third-quarter-2019-results-7932775

    - Reported net income attributable to common stockholders of $1.45 per diluted share and normalized FFO attributable to common stockholders of $1.05 per diluted share
    - Revised full year net income attributable to common stockholders guidance to a range of $3.06 to $3.10 per diluted share from the previous range of $3.33 to $3.43 per diluted share and increased the midpoint of the guidance range of full year normalized FFO attributable to common stockholders to $4.14 to $4.18 per diluted share as compared to prior guidance of $4.10 to $4.20 per diluted share
    - Grew total portfolio same store NOI by 2.6%, driven by consistent performance across all property types
    - Improved net debt to Adjusted EBITDA to 5.79x at September 30, 2019 from 6.33x at June 30, 2019
    - Announced a strategic collaboration with CareMore Health to improve care, enhance outcomes and to lower the cost of care for senior populations, with the goal of reducing hospitalizations and increasing length of stay in select Welltower communities
    - Named to the Dow Jones Sustainability World Index for the second consecutive year and to the Dow Jones Sustainability North America Index for the fourth consecutive year

Welltower Xarope

Welltower: Q3 2019 call transcript

 
#12
Welltower Inc (WELL) Q3 2019 Earnings Call Transcript

www.fool.com/earnings/call-transcripts/...call-transcrip.aspx


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