Ventas, Inc. (NYSE:VTR) Bank of America 2023 Global Real Estate Conference September 12, 2023 1:25 PM ET Company Participants Justin Hutchens - EVP, Senior Housing Debra Cafaro - Chairman & CEO Bob Probst - EVP and CFO Conference Call Participants Joshua Dennerlein - BofA Securities Joshua Dennerlein Joining us in our second afternoon session. I'm pleased to be here with the Ventas team. So to my right is Justin Hutchens. To his right is Debra Cafaro. And then on the end is Bob Probst Sorry, long line up. S ...

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 June 30, 2023 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 or Oth ...

Ventas, Inc. (NYSE:VTR) Q2 2023 Earnings Conference Call August 4, 2023 10:00 AM ET Company Participants BJ Grant - Senior Vice President, Investor Relations Debra Cafaro - Chairman and CEO Justin Hutchens - Executive Vice President, Senior Housing and CIO Bob Probst - Executive Vice President and CFO Pete Bulgarelli - Executive Vice President, President and CEO, Lillibridge Healthcare Services, Inc. Conference Call Participants Michael Carroll - RBC Capital Markets Joshua Dennerlein - Bank of America Jim K ...

August 3, 2023 Earnings Presentation: Second Quarter 2023 Non-GAAP Financial Measures & Cautionary Statements 2 Certain of the information contained herein, including certain operating and clinical information, such as patient and resident pricing and rate information, lead and move-in data and number of confirmed cases of COVID-19, has been provided by our operators and we have not verified this information through an independent investigation or otherwise. We have no reason to believe that this informatio ...

公司及行业信息 * **公司**：Ventas, Inc. (NYSE:VTR) * **行业**：医疗保健房地产投资信托（REIT） * **会议时间**：2023年6月6日 * **会议地点**：Nareit REITweek 2023投资者大会 核心观点和论据 * **老年住房市场复苏**：Ventas预计2023年老年住房运营NOI将增长15%至21%，并有望实现NOI的恢复和增长。 * **稳定增长的业务**：Ventas在门诊医疗、大学基础生命科学和三重净租约组合中拥有稳定的复合增长业务。 * **大型和流动的规模**：Ventas拥有大型和流动的规模，以及多种形式的资本渠道。 * **执行和表现**：Ventas专注于执行和超越表现，利用内部增长故事和估值优势，在未来三到五年内实现强劲的业绩增长。 其他重要内容 * **老年住房业务**： * 第一季度美国SHOP组合增长超过22%。 * 加拿大组合自2019年第一季度以来一直保持94%的入住率，并在第一季度增长了5%的NOI。 * 门诊医疗业务： * 过去七个季度中有六个季度的入住率实现同比增长。 * 过去七个季度中有六个季度的NOI实现了3%以上的增长。 * 行业领先的利润率。 * 大学基础研究和创新业务： * 约1100万平方英尺，主要服务于美国的研究和创新领导者。 * 与耶鲁、宾夕法尼亚和华盛顿大学等机构合作。 * 需求持续强劲。 * 财务状况： * 包括计划处置和全年指导在内的强劲流动性，达到26亿美元。 * 已完成2023年的再融资。 * 拥有多种形式的资本渠道。 问题与回答 * **老年住房复苏**：预计将持续多年，并有望实现两位数的增长。 * **收入增长**：80%的收入增长将来自租金增长。 * **资本支出**：用于重新定位社区，使其达到或超过市场水平。 * **利润率**：预计将实现利润率扩张。 * **三重净租约老年住房组合**：Brookdale是最大的房东，Ventas有能力通过租金重置来捕捉该组合的增值。 * **生命科学**：Ventas与Wexford合作，拥有最佳的大学基础生命科学业务记录。 * **医疗办公室**：市场对优质医疗办公室资产的需求强劲，但存在一些折价。 * **经济环境**：Ventas在多种经济环境中都处于有利地位。 总结 Ventas, Inc.在医疗保健REIT行业中处于领先地位，拥有强大的财务状况和多元化的业务组合。公司预计老年住房市场将实现强劲增长，并专注于执行和超越表现，以实现未来三到五年的强劲业绩增长。

2023 Nareit REITweek Investor Presentation June 6 - 7, 2023 Non-GAAP Financial Measures & Cautionary Statements 2 Certain of the information contained herein, including certain operating and clinical information, such as patient and resident pricing and rate information, lead and move-in data and number of confirmed cases of COVID-19, has been provided by our operators and we have not verified this information through an independent investigation or otherwise. We have no reason to believe that this informat ...

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 March 31, 2023 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 or Ot ...

Ventas, Inc. (NYSE:VTR) Q1 2023 Results Conference Call May 9, 2023 10:00 AM ET Company Participants BJ Grant - Senior Vice President-Investor Relations Debra Cafaro - Chairman and Chief Executive Officer Justin Hutchens - Executive Vice President, Senior Housing and Chief Investment Officer Bob Probst - Executive Vice President and Chief Financial Officer Conference Call Participants Nick Joseph - Citi Nick Yulico - Scotiabank Jim Camrick - Evercore Mike Mueller - JPMorgan Conor Siversky - Wells Fargo Stev ...

Ventas, Inc. (NYSE:VTR) Citi 2023 Global Property CEO Conference March 7, 2023 3:00 PM ET Company Participants Debra Cafaro - Chairman and Chief Executive Officer Bob Probst - Executive Vice President and Chief Financial Officer Justin Hutchens - Executive Vice President, Senior Housing and Chief Investment Officer Conference Call Participants Michael Griffin - Citigroup Nick Joseph - Citi Research Michael Griffin Welcome to the 3 PM. Tuesday session at Citi's 2023 Global Property CEO Conference. I'm Micha ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2022 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 or Other Jurisdiction of Incorporation o ...