Welltower Third Quarter 2025 Investor Presentation

These sources provide an overview of Welltower's financial performance and strategic shift as announced during its Third Quarter 2025 earnings call and accompanying financial documents. The company is refocusing its efforts through a multi-faceted initiative called Welltower 3.0, which emphasizes senior housing operations, technology, and operational excellence while reducing its exposure to other property types, notably a significant disposition of outpatient medical properties. Key financial highlights include strong year-over-year growth in Normalized Funds From Operations (FFO) and Same Store Net Operating Income (SSNOI), particularly within the Seniors Housing Operating (SHO) segment, driven by high occupancy gains and pricing power. Furthermore, the documents detail the Ten Year Executive Continuity and Alignment Program, a long-term incentive plan for executive leadership tied to performance milestones and market capitalization goals, indicating a commitment to sustained, people-driven growth. Overall, the information showcases a company leveraging a strong balance sheet and favorable demographic trends to aggressively pursue growth through a singular focus on the senior living sector.

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