종합 밸류에이션 구간 · 보수적 $120–$145 / 적정 $150–$185 / 낙관적 $190–$230. $248.34 기준, 낙관적 상단 위 · 미래 성장 과도 반영.
보고서 발행 시 $216.17（2026년 5월 25일）
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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. Their portfolio of 2,500+ seniors and wellness housing communities are positioned at the intersection of housing and hospitality, creating vibrant communities for mature renters and older adults. They believe our real estate portfolio is unmatched, located in highly attractive micro markets with stunning built environments. Yet, Welltower is an unusual real estate organization as they view themselves as an operating company in a real estate wrapper, driven by highly aligned partnerships and an unconventional culture. Through their disciplined approach to capital allocation powered by their Data Science platform and superior operating results driven by the Welltower Business System - their end-to-end operating platform - they aspire to deliver long-term compounding of per share growth for their existing investors, North Star. Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio.
연혁
Welltower Inc. was incorporated in 1970 in Delaware and is based in Toledo, Ohio. The company completed an IPO on January 2, 2001 and is a member of the S&P 500. In 2020 it cut its quarterly dividend from $0.87 to $0.61, and Shankh Mitra became CEO in October 2020. In 2025 it announced roughly $23 billion of transactions, divested some outpatient medical assets, launched private funds management, and was upgraded to A- by S&P and A3 by Moody's. In March 2026 it expanded and extended its unsecured revolving credit facility to $6.25 billion.
업계 내 위치
Welltower is a healthcare and aging-focused REIT (REIT - Healthcare Facilities) operating across the United States, United Kingdom and Canada, with 2,726 consolidated properties at the end of 2025. By 2025 year-end NOI its segments were Seniors Housing Operating 57.2%, Triple-net 29.1%, and Outpatient Medical 13.7%, with Seniors Housing Operating making up 78% of revenue. It worked with 62 partners managing its SHO properties, with Cogir its largest relationship at 8% of NOI. Public comparables include Ventas and Healthpeak. The company employs 712 people and holds A-/A3 credit ratings.
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