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Welltower: senior housing growth is powerful, but the balance sheet sets the ceiling
Welltower reported 2025 revenue of $4.75 billion and Q1 2026 revenue of $1.86 billion. The thesis depends on senior-housing demand, operator execution, cost control, capital access and leverage discipline.
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Welltower: senior housing growth is powerful, but the balance sheet sets the ceilingWelltower reported 2025 revenue of $4.75 billion and Q1 2026 revenue of $1.86 billion. The thesis depends on senior-housing demand, operator execution, cost control, capital access and leverage discipline.NYSEMay 20, 2026Research reportReadSlides