Welltower Inc.

WELLleader

Welltower is the largest healthcare REIT, owning interests in senior housing, outpatient medical, and long-term care properties across the US, Canada, and UK with approximately 1,700 properties.

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產品與營收

產品營收佔比

營收結構 ($7.2B)

靜態數據（加載即時財務…）

Senior Housing Operating (58%)

Triple-Net (20%)

Outpatient Medical (15%)

Other (7%)

業務部門構成與主要客戶

產品詳情

Senior Housing Operating55%

Managed senior living communities including independent, assisted living, and memory care

Senior Housing NNN20%

Triple-net leased senior housing properties

Outpatient Medical15%

Medical office buildings and outpatient care facilities

Long-Term Care10%

Skilled nursing and post-acute care facilities

供應鏈關係

競爭對手

Ventas, Inc.

Senior housing and healthcare REIT

影響: High — direct healthcare REIT competitor

Alexandria Real Estate Equities, Inc.

Healthcare real estate

影響: Low — different property focus

合作夥伴

UnitedHealth Group

Healthcare services in Welltower properties

影響: Medium — healthcare tenant relationships

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

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企業資訊

總部

Toledo, Ohio, USA

成立時間

1970

員工人數

700+

官網

welltower.com

行業概況 — 부동산 (REIT)

行業新聞