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.

⇄ Compare

產品與營收

產品營收佔比

營收結構 ($4.8B)

靜態數據（加載即時財務…）

Senior Housing Operating (52%)

Outpatient Medical & Research (18%)

Triple-Net (22%)

Other (8%)

業務部門構成與主要客戶

產品詳情

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

供應鏈關係

競爭對手

Welltower Inc.

Senior housing and healthcare REIT

影響: High — primary healthcare REIT rival

Alexandria Real Estate Equities, Inc.

Life science and medical office

影響: Medium — overlapping research properties

Realty Income Corporation

Net lease REIT

影響: Low — different property types

宏觀與市場背景

부동산 (REIT)行業新聞

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

近期催化劑

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

AI 分析

點擊「取得 AI 分析」以獲得 Ventas, Inc. 的 AI 供應鏈分析。

企業資訊

總部

Chicago, Illinois, USA

成立時間

1998

員工人數

600+

官網

ventasreit.com

行業概況 — 부동산 (REIT)

行業新聞