Welltower(US:WELL) The Motley Foolยท2025-09-20 07:11Core Viewpoint - The senior housing sector is poised for growth as the aging baby boomer population increases demand for housing options, leading to potential dividend growth for investors in this space [1][2]. Company Summary - Welltower, a leading real estate investment trust (REIT) in senior housing, benefits from a wealthy baby boomer demographic that can afford private pay options, reducing reliance on government assistance [2]. - Welltower has experienced significant growth in profits, with net operating income from its senior housing segment increasing by 23.4% year over year in the second quarter [4]. - The funds from operations (FFO) for Welltower are projected to be between $5.06 and $5.14 per share, indicating an 18% gain for the year [4]. - The company raised its dividend payout by 10.5% earlier this year to an annualized $2.96 per share, with expectations for further increases as FFO is anticipated to reach $5.10 per share by 2025 [5]. Industry Summary - The senior housing market is expected to grow steadily as the population ages, with a significant portion of revenue coming from private pay sources rather than government programs [2][4]. - The aging baby boomer generation, all of whom will be over 65 by 2030, represents a substantial market opportunity for senior housing investments [1].