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Ventas, Inc. (VTR) CEO Debra A. Cafaro Hosts Nareit REITweek: 2025 Investor Conference (Transcript)
Seeking Alphaยท 2025-06-03 23:33
Core Viewpoint - Ventas, Inc. is focused on the longevity economy, targeting the growing aging population with strong demand trends, and has improved its outlook for 2025 [2] Company Strategy - The company employs a 123 strategy centered on senior housing (SHOP) to drive multi-year NOI growth, supported by secular demand and limited supply [3] - Ventas has been adding approximately $100 million annually in NOI from inorganic growth, with favorable supply-demand trends expected to persist [3] Financial Outlook - The company anticipates a 7% growth in FFO per share at the midpoint for 2025 [2] - The expected growth rate for the same-store senior housing operating portfolio (SHOP) has been increased to 12% to 16% [2]
Welltower(WELL) - 2025 Q1 - Earnings Call Transcript
2025-04-29 18:32
Welltower (WELL) Q1 2025 Earnings Call April 29, 2025 02:32 PM ET Speaker0 Thank you for standing by. My name is Kaylyn. I will be your conference operator today. At this time, I would like to welcome everyone to the Welltower First Quarter twenty twenty five Earnings Call. All lines have been placed on mute to prevent any background noise. After the speakers' remarks, there will be a question and answer session. I would now like to turn the call over to Matt McQueen, Chief Legal Officer and General Counsel ...