Welltower Inc.

Welltower is a real estate investment trust. The company has three segments: Triple-Net, which includes independent living and independent supportive living (Canada), assisted living, continuing care retirement communities, Alzheimer's/dementia care and care homes with or without nursing (U.K.); Seniors Housing Operating, which includes independent living and independent supportive living, continuing care retirement communities, Alzheimer's/dementia care and include care homes with or without nursing (U.K.); and Outpatient Medical, which consists of health care related buildings that include physician offices, ambulatory surgery centers, diagnostic facilities, outpatient services and/or labs.
  • TickerWELL
  • ISINUS95040Q1040
  • ExchangeNew York Stock Exchange
  • SectorReal Estate Investment Trusts
  • CountryUnited States

Welltower Inc.: Update to credit analysis following change to negative outlook

Welltower has a high-quality and diversified portfolio, modest leverage and strong liquidity. Challenges include risks to senior housing operations from the coronavirus outbreak.

Welltower Inc.: Update to credit analysis following change to negative outlook

Welltower has a high-quality and diversified portfolio, modest leverage and strong liquidity. Challenges include risks to senior housing operations from the coronavirus outbreak.

WELLTOWER INCO. sees its risk increased and a downgrade to Neutral

WELLTOWER INCO. (US), a company active in the Real Estate Investment Trusts industry, increases its market risk and lowers its general evaluation. The independent financial analyst theScreener just requalified the stock market behaviour as moderately risky. On the other hand, theScreener awards a fundamental star to the title, but the new risk assessment downgrades the general evaluation to Neutral. As of the analysis date March 13, 2020, the closing price was USD 51.28 and its expected value was estimated at USD 78.80.

Welltower Inc.: Update to credit analysis

Welltower has a high-quality, well-diversified portfolio, with an emphasis on private pay segments. Challenges include large exposure to senior housing operating assets and high leverage.

Feasibility Study Results in December to be a Catalyst for this Junior

Feasibility Study Results in December to be a Catalyst for this Junior

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • Despite weakness in a number of Consumer Discretionary stocks, there are a number of names that remain attractive (ex. KBH, PHM, SIX, RRGB, WEN, SHAK, DNKN, and WMT) • The Consumer Staples Sector continues to have a number of leadership names. (ex. HSY, K, SAFM, VGR, and CHD) • Gold remains a leadership area of the market. (ex. RGLD, and NEM) • REITs and Utilities are increasingly moving as market leadership. (ex. OHI, WELL, LTC, DEA, IRT, EQR, UDR, ADC, EXR, CONE, NSA, AMT, NEE, IDA, DUK, and ES)

Dave Nicoski ...
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Deterioration beneath the surface In last week's Compass we highlighted several cyclical areas of the market that were at or near support - areas we often look to in order to gauge risk sentiment. We posited that if support levels hold we could be looking at a pullback similar to that of May, but that breakdowns would likely lead to a deeper correction similar to October and/or December of 2018. Support levels held for the majority of these cyclical areas of the market, but not all. Below we highlight these and other concerning developments which show that there is some deterioration beneath ...