Welltower Inc.

Strong Financial Performance: Welltower reported Q4 results with normalized FFO per share increasing 18% year-over-year, driven largely by a robust senior housing operating portfolio, which saw nearly 24% same-store NOI growth. For the full year of 2024, the company achieved 23% revenue growth and 26% EBITDA growth.

Optimistic Guidance for 2025: The company anticipates another exceptional year with normalized FFO guidance for 2025 set between $4.79 and $4.95 per share, or $4.87 at the midpoint. This projection reflects a $0.55 increase from 2024 values, significantly driven by expected senior housing operating NOI growth of 15% to 21%.

Solid Capital Deployment: Welltower executed $7 billion in investment activity in 2024 and began 2025 with $2 billion of incremental acquisitions under contract. This proactive approach to capital allocation, focusing on high-quality properties at attractive valuations, indicates a strong pipeline for future growth.