November 2, 2023 Earnings Presentation Third Quarter 2023 Non-GAAP Financial Measures & Cautionary Statements 2 Certain of the information contained herein, including certain operating and clinical information, such as patient and resident pricing and rate information, lead and move-in data and number of confirmed cases of COVID-19, has been provided by our operators and we have not verified this information through an independent investigation or otherwise. We have no reason to believe that this informatio ...

Ventas, Inc. (NYSE:VTR) Bank of America 2023 Global Real Estate Conference September 12, 2023 1:25 PM ET Company Participants Justin Hutchens - EVP, Senior Housing Debra Cafaro - Chairman & CEO Bob Probst - EVP and CFO Conference Call Participants Joshua Dennerlein - BofA Securities Joshua Dennerlein Joining us in our second afternoon session. I'm pleased to be here with the Ventas team. So to my right is Justin Hutchens. To his right is Debra Cafaro. And then on the end is Bob Probst Sorry, long line up. S ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM____________TO____________ Commission file number: 1-10989 Ventas, Inc. (State or Other Jurisdiction of Incorporation or Organization) (I.R.S. Employer Identifi ...

Ventas, Inc. (NYSE:VTR) Q2 2023 Earnings Conference Call August 4, 2023 10:00 AM ET Company Participants BJ Grant - Senior Vice President, Investor Relations Debra Cafaro - Chairman and CEO Justin Hutchens - Executive Vice President, Senior Housing and CIO Bob Probst - Executive Vice President and CFO Pete Bulgarelli - Executive Vice President, President and CEO, Lillibridge Healthcare Services, Inc. Conference Call Participants Michael Carroll - RBC Capital Markets Joshua Dennerlein - Bank of America Jim K ...

August 3, 2023 Earnings Presentation: Second Quarter 2023 Non-GAAP Financial Measures & Cautionary Statements 2 Certain of the information contained herein, including certain operating and clinical information, such as patient and resident pricing and rate information, lead and move-in data and number of confirmed cases of COVID-19, has been provided by our operators and we have not verified this information through an independent investigation or otherwise. We have no reason to believe that this informatio ...

2023 Nareit REITweek Investor Presentation June 6 - 7, 2023 Non-GAAP Financial Measures & Cautionary Statements 2 Certain of the information contained herein, including certain operating and clinical information, such as patient and resident pricing and rate information, lead and move-in data and number of confirmed cases of COVID-19, has been provided by our operators and we have not verified this information through an independent investigation or otherwise. We have no reason to believe that this informat ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM____________TO____________ Commission file number: 1-10989 Ventas, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 61-1055020 (State or Ot ...

Ventas, Inc. (NYSE:VTR) Q1 2023 Results Conference Call May 9, 2023 10:00 AM ET Company Participants BJ Grant - Senior Vice President-Investor Relations Debra Cafaro - Chairman and Chief Executive Officer Justin Hutchens - Executive Vice President, Senior Housing and Chief Investment Officer Bob Probst - Executive Vice President and Chief Financial Officer Conference Call Participants Nick Joseph - Citi Nick Yulico - Scotiabank Jim Camrick - Evercore Mike Mueller - JPMorgan Conor Siversky - Wells Fargo Stev ...

Summary of Ventas, Inc. Conference Call Company Overview - **Company**: Ventas, Inc. (NYSE: VTR) - **Industry**: Healthcare Real Estate Investment Trust (REIT) - **Market Capitalization**: Over $30 billion [4] - **Focus**: Intersection of healthcare and real estate, targeting a large and aging demographic [4][5] Core Insights and Arguments - **Demographic Demand**: Ventas benefits from strong and growing demographic demand for its assets, which is crucial for future growth [9][12] - **Organic Growth Opportunity**: The company is at the beginning of a significant organic growth cycle, with expectations for senior housing operating portfolio growth on a same-store basis projected between 15% to 21% [9][12] - **NOI Recovery**: Ventas aims to recover $100 million of the $545 million in Net Operating Income (NOI) lost during the pandemic, with a current recovery of $72 million [12][13] - **Occupancy Rates**: Pre-pandemic occupancy was 88%, with expectations to exceed this level due to favorable supply-demand fundamentals [13] - **Operational Insights (OI)**: Ventas is leveraging its OI initiative to enhance operator performance through analytics and operational best practices [14][15] Key Performance Metrics - **NOI Recovery**: $545 million lost during the pandemic, with a target to recover $100 million in 2023 [12] - **Occupancy Rates**: Aiming to exceed pre-pandemic levels of 88%, with potential to reach the 90s [13] - **Contract Labor**: A 70% reduction in contract labor costs has been achieved, with expectations for continued improvement [18] Market Position and Strategy - **Portfolio Composition**: 60% of the core portfolio is independent living, which has a higher margin and less reliance on labor [37] - **External Growth**: Ventas is focused on senior housing for external growth opportunities, expecting the best unlevered returns in this sector [43][44] - **Regulatory Environment**: The company is less involved in regulatory discussions, focusing instead on growth and profitability [41] Development and Redevelopment Initiatives - **University-Based Life Science Business**: Ventas has successfully developed a university-based life science business, which is a key growth area [47] - **Redevelopment Opportunities**: The company is accelerating investments in redevelopment within senior housing, targeting high-return projects [50] Financial Outlook - **Guidance for 2023**: The company expects to maintain its NOI and FFO levels from 2022, with potential for upside [65] - **Loan Portfolio**: Ventas has a loan book of approximately $480 million, primarily property-secured, with expectations for recovery in NOI post-COVID [63][64] Additional Insights - **Market Dynamics**: There is a disconnect between public and private market price expectations, which is expected to resolve in the coming months [39] - **Operational Excellence**: The medical office business has shown strong performance, with record results and high occupancy rates [60] Conclusion - Ventas is positioned for significant growth driven by demographic trends, recovery from pandemic losses, and strategic operational improvements. The focus on senior housing and university-based life science sectors, combined with a diversified portfolio, provides a robust foundation for future performance.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2022 OR (Address of Principal Executive Offices) ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM TO Commission file number: 1-10989 Ventas, Inc. (877) 483-6827 (Exact Name of Registrant as Specified in Its Charter) (State or O ...