Ventas, Inc.

VTRleader

Ventas is a leading healthcare REIT with a diversified portfolio of senior housing, medical office, research, and healthcare properties across the US, Canada, and UK totaling approximately 1,400 properties.

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产品与营收

产品营收占比

营收构成 ($4.8B)

静态数据（加载实时财务…）

Senior Housing Operating (52%)

Outpatient Medical & Research (18%)

Triple-Net (22%)

Other (8%)

业务板块构成与主要客户

产品详情

Senior Housing Operating50%

Managed senior living communities (SHOP portfolio)

Outpatient Medical & Research20%

Medical office buildings and university-affiliated research centers

Senior Housing NNN20%

Triple-net leased senior housing facilities

Other Healthcare10%

Hospitals, skilled nursing, and health system properties

供应链关系

竞争对手

Welltower Inc.

Senior housing and healthcare REIT

影响: High — primary healthcare REIT rival

Alexandria Real Estate Equities, Inc.

Life science and medical office

影响: Medium — overlapping research properties

Realty Income Corporation

Net lease REIT

影响: Low — different property types

宏观与市场背景

부동산 (REIT)行业新闻

금리 인하 + AI 데이터센터 REIT 수요 폭발 — 섹터 내 양극화 심화

10년물 국채 금리

4.35%

데이터센터 REIT 공실률

1.2% (사상 최저)

오피스 공실률 (미국)

19.8%

물류창고 신규공급 (2026E)

-35% YoY

近期催化剂

◆EQIX·AMT·PLD Q1 실적 (2026.04~05)◆Fed 금리 결정 (2026.05)◆미국 3월 주택판매 데이터

AI 分析

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企业信息

总部

Chicago, Illinois, USA

成立时间

1998

员工人数

600+

官网

ventasreit.com

行业概况 — 부동산 (REIT)

行业新闻