This past December, we attended the annual REITWorld conference in Dallas, where we conducted 34 meetings with REIT CEOs and CFOs.  We also participated in three organized dinners and five property tours, maximizing time spent with REIT executives during our visit. – Three key themes stood out: 1) a clear supply deceleration across several property […]

Seniors Housing (SH) REITs are on a historic run.  Typically, average SSNOI (same store net operating income) growth is 3-4% for all REITs.  In contrast, Welltower (NYSE: WELL), the largest SH owner, is on track for its fourth consecutive year above 20%, and Ventas (NYSE: VTR) is pacing for four years well into double digits. […]