Welltower: Senior Housing Isn't A Growth Stock
Portfolio Pulse from
Welltower, Inc., a REIT focused on senior housing and medical properties, is facing challenges despite benefiting from an aging population. The company's dividend yield has decreased, and concerns include low property yields, leverage risks, and reliance on private-pay residents, which may hinder long-term dividend growth.
November 16, 2024 | 10:45 am
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Welltower's dividend yield has decreased from $3.48 to $2.44, raising concerns about long-term growth due to low property yields and leverage risks.
The decrease in Welltower's dividend yield from $3.48 to $2.44, despite revenue recovery, indicates potential financial challenges. The company's reliance on private-pay residents and leverage risks could further impact its ability to sustain or grow dividends, leading to a negative short-term impact on its stock price.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100