REIT. Real estate investment trust. Financial Market. Hand pressing button on screen.gettyTrump 2.0 is now only a bit less than a week off, and things are moving fast.Here’s one thing I can tell you: While everyone’s talking about tariffs, Greenland and the Panama Canal, what investors—particularly dividend investors—should be talking about is way more “boring”: The yield on the 10-year Treasury note.Because when the rubber really hits the road on the new administration, it’s the 10-year, more than anything ...

Ventas, Inc. (VTR) reached agreements with Brookdale Senior Living related to all assets under the current Master Lease between Ventas and Brookdale. The Master Lease was initially scheduled to expire on Dec. 31, 2025.The mutually beneficial agreements ensure a comprehensive outcome for Ventas as it implements its strategy to drive profitable growth in its senior housing business.About AgreementsThrough these agreements, Ventas is set to convert 44 select large-scale senior housing communities, which posses ...

Maintains Operations of High-Performing, Cash Flow Positive, 65 Community PortfolioAnnounces Completion of Previously Announced 11 Community Portfolio AcquisitionNASHVILLE, Tenn., Dec. 19, 2024 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") today announced that it has entered into mutually beneficial agreements with Ventas, Inc. ("Ventas") to amend its triple-net master lease arrangement."I am very pleased to announce another successful lease amendment which is expec ...

Ventas, Inc. (VTR) announced that Brookdale Senior Living opted not to exercise its right to extend the Master Lease between the companies for a renewal term beginning Jan. 1, 2026. As a result, Brookdale is no longer entitled to extend the lease term for any assets that fall under the Master Lease.Brookdale is required to fulfill its obligation of paying the complete contractual rent as outlined in the Master Lease until the existing lease term that concludes on Dec. 31, 2025. Currently, the Master Lease e ...

NASHVILLE, Tenn., Dec. 3, 2024 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") confirmed today that it did not exercise its right to renew a master lease with Ventas, Inc. ("Ventas") under the existing lease renewal terms. The master lease covers 120 communities and is scheduled to mature on December 31, 2025."We have consistently said that we view lease maturities as an opportunity to position the Company for future success and to further drive shareholder value, dep ...

Ventas, Inc. (VTR) is well-positioned to gain from its diverse portfolio of healthcare real estate assets in the key markets of the United States and the U.K. An aging population and the rise in healthcare expenditure by senior citizens are likely to benefit the senior housing operating portfolio (SHOP). The outpatient medical portfolio is expected to gain from favorable outpatient visit trends. Ventas’ accretive investments in expanding its research portfolio are encouraging.Last month, this Chicago-based ...

Ventas (NYSE: VTR ) has been one of the best-performing US REITs so far in 2024, delivering a total return of ~34%, well ahead of the ~12% gain for the Vanguard Real Estate Index Fund ETF (I ventured into investing in high school in 2011, mainly in REITs, preferred stocks, and high-yield bonds, starting a fascination with markets and the economy that has not faded despite the years. More recently I have been combining long stock positions with covered calls and cash secured puts. I approach investing purely ...

财务数据和关键指标变化 - Ventas在2024年第三季度的每股正常化FFO为0.80美元，同比增长7%，主要受益于入住率和收入的超预期表现 [9][36] - 总公司同店现金NOI在第三季度增长了7.6%，其中SHOP业务的现金NOI增长超过15% [36][37] - 2024年净收入预期上调至每股0.09至0.13美元，正常化FFO预期上调至3.16美元 [41][43] 各条业务线数据和关键指标变化 - SHOP同店组合的入住率同比增长350个基点，NOI增长超过15%，整体运营利润率为26.3%，同比提升150个基点 [18][36] - 门诊医疗与研究（OMAR）同店现金NOI在第三季度增长2%，年初至今增长超过3% [37] - 大学基础研究同店组合的现金NOI在第三季度和年初至今均增长近5% [38] 各个市场数据和关键指标变化 - 美国市场的NOI增长为17.7%，而加拿大市场的入住率在9月份达到了历史最高的97% [19][20] - 在美国前99个市场中，Spot入住率同比增长370个基点，增速快于NIC平均水平 [20] 公司战略和发展方向和行业竞争 - 公司执行Focus 123战略，专注于抓住老年住房的多年度增长机会，计划在2024年投资17亿美元于老年住房 [6][8][13] - 公司在老年住房市场的投资活动加速，已完成或签约的投资总额达到17亿美元，涉及43个新社区 [31][32] - 公司在老年住房领域的市场竞争优势在于其财务实力、行业关系和成功的交易记录 [30][78] 管理层对经营环境和未来前景的评论 - 管理层对未来的乐观预期基于老年人口的快速增长和市场供需的有利动态，预计未来几年将继续推动NOI增长 [11][12] - 管理层指出，当前的建筑活动处于历史低位，未来几年新供应有限，进一步支持了市场的增长潜力 [46][47] 其他重要信息 - 公司在2023-2024年发布了企业可持续发展报告，强调其在可持续性方面的领导地位和成就 [15] - 公司在第三季度的流动性为31亿美元，净债务与EBITDA比率为6.3倍，较年初改善60个基点 [40] 问答环节所有提问和回答 问题: 供应可能重新出现的早期指标是什么 - 管理层提到，当前建筑活动占库存的比例处于历史低位，且老年人口每年增加超过50万，预计未来几年将继续保持供需紧张 [46][47] 问题: 卖方动机是什么 - 管理层表示，部分卖方是开发商，他们希望兑现投资回报，此外还有一些私募股权公司因多种原因选择出售 [49] 问题: 关于高入住率社区的案例研究 - 管理层确认，案例研究涉及多个社区，显示出高入住率社区的增长潜力和市场领导地位 [52] 问题: 未来的租金增长预期 - 管理层表示，租金环境有利，预计未来将继续推动价格上涨 [83] 问题: Brookdale租约的续签情况 - 管理层指出，Brookdale有续签的选择权，若不续签，则可能转为SHOP业务 [29][113]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE TRANSITION PERIOD FROM____________TO____________ Commission file number: 1-10989 Ventas, Inc. (Exact Name of Registrant as Specified in Its Charter) Delaware 61-1055020 (State o ...

Ventas, Inc. (VTR) reported third-quarter 2024 normalized funds from operations (FFO) per share of 80 cents, in line with the Zacks Consensus Estimate. The reported figure increased 6.7% from the prior-year quarter’s tally.Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.Results reflect better-than-anticipated revenues. Ventas’ same-store cash net operating income (NOI) increased year over year on strong performance in the senior housing operating portfolio (SHOP), outpatient medical ...