[WELL 26년 3분기] 실적 브리핑

2026년 10월 28일 오전 12:1211분

핵심 요약

Welltower reported third-quarter normalized FFO of $1.67 per diluted share, representing a 24.6% year-over-year growth.
The midpoint of the full-year 2026 FFO outlook was raised by 10 cents to $6.50 per share, reflecting a 23% year-over-year increase.
Senior housing operating portfolio (SHOP) same-store NOI increased by 21%, marking the 16th consecutive quarter of over 20% compounding growth.
The U.S. portfolio occupancy crossed 90%, successfully driving a transition from occupancy-led growth to pricing-driven growth with REPO increasing by 5.3%.
Year-to-date investment activity reached $21 billion, driven by 196 granular, off-market transactions utilizing an underlevered balance sheet.