Welltower Inc.

WELLleader

Welltower is the largest healthcare REIT, owning interests in senior housing, outpatient medical, and long-term care properties across the US, Canada, and UK with approximately 1,700 properties.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($7.2B)

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Senior Housing Operating (58%)

Triple-Net (20%)

Outpatient Medical (15%)

Other (7%)

Segment Breakdown & Key Customers

Product Details

Senior Housing Operating55%

Managed senior living communities including independent, assisted living, and memory care

Senior Housing NNN20%

Triple-net leased senior housing properties

Outpatient Medical15%

Medical office buildings and outpatient care facilities

Long-Term Care10%

Skilled nursing and post-acute care facilities

Supply Chain Relationships

Competitors

Ventas, Inc.

Senior housing and healthcare REIT

Impact: High — direct healthcare REIT competitor

Alexandria Real Estate Equities, Inc.

Healthcare real estate

Impact: Low — different property focus

Partners

UnitedHealth Group

Healthcare services in Welltower properties

Impact: Medium — healthcare tenant relationships

Macro & Market Context

부동산 (REIT)Sector News

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

Upcoming Catalysts

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

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AI Analysis

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Company Info

Headquarters

Toledo, Ohio, USA

Founded

1970

Employees

700+

Website

welltower.com

Sector Overview — 부동산 (REIT)

Sector News