Welltower

WELL

Market cap $165B

REIT Welltower focuses on the 'silver economy'. This options strategy aims to create income of 3.72% in two months, or around 20% annualized.

The aging of America has made healthcare stocks an evergreen investment theme. It's also a reason for investors to consider looking at real estate investment trusts (REITs) focused on this area.

High-yield REIT CEFs often carry hidden risks that investors overlook. Leverage and high fees can significantly reduce long-term returns. A selective REIT portfolio may deliver better risk-adjusted performance.

Welltower grew revenue and normalized funds from operations by double-digit percentages. Sabra has a dividend that yields above 6%.

Welltower gets a buy for my initial rating, as it presents both a compelling dividend idea and a capital growth idea. Top-line revenue growth is proven over 5 years already, as the portfolio keeps expanding through acquisition, with a recent acquisition in Canada. The stock is favorably covered both by Moody's and Barclays.

Healthcare REITs like Welltower are benefiting from aging demographics, rising senior housing demand and improving occupancy as new supply stays constrained.

REITs are poised for 6-7% earnings growth in coming years, outpacing the historical 3-4% average, with multiple sectors showing accelerating fundamentals. Shopping centers, healthcare (notably senior housing), and data centers are standout sectors, benefiting from robust private market demand, supply constraints, and AI-driven tailwinds. Office REITs see improving leasing, especially from AI-related demand, while quality bifurcation widens; overweight positions in BXP and CUZ reflect this thesis.

WELL climbs 20.9% in six months as seniors housing demand, acquisitions and portfolio moves fuel growth.

Welltower's CEO received an enormous pay package for the company's turnaround, which has drawn shareholder backlash.

TOLEDO, Ohio, June 23, 2026 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced it will release second quarter 2026 financial results after the close of trading on the New York Stock Exchange on Monday, July 27, 2026. The Company will host a conference call and webcast on Tuesday, July 28, 2026, at 9:00 a.m.