Welltower Inc.
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The Rate Shock That Didn't Break REITs
Seeking Alpha · Wed, 23 Sep 2026 11:34:22 -0400
REITs are refusing to break despite another rate shock: the 10-Year Treasury reached 5%, yet REITs remain higher by roughly 7% in 2026 as the once-dominant rate correlation weakens further. Solid fundamentals are increasingly doing the heavy lifting, with healthy property-level cash flows, improving earnings visibility, strong dividend coverage, and better balance sheets helping REITs absorb the rate shock. Cooling supply increasingly reinforces fundamentals: excluding Data Centers, REIT development pipelines are roughly 40% below their 2022 peak and 2019 levels; Data Centers remain the exception at seven times 2019 levels.
REITs Were Sold As Set-And-Forget Income, That Era May Be Over
Seeking Alpha · Wed, 23 Sep 2026 09:15:00 -0400
Many REITs are repriced to the downside and offer better yields. Yet this is just optics, as the underlying problem is very significant. The issue I see is that at the current valuations and market dynamics, REITs can't (or should not) be considered solid passive income investments.
Welltower Announces Date of Third Quarter 2026 Earnings Release, Conference Call and Webcast
PRNewsWire · Wed, 23 Sep 2026 08:00:00 -0400
TOLEDO, Ohio, Sept. 23, 2026 /PRNewswire/ -- Welltower® Inc. (NYSE: WELL) today announced it will release third quarter 2026 financial results after the close of trading on the New York Stock Exchange on Monday, October 26, 2026.
The REIT Conundrum
Seeking Alpha · Sun, 20 Sep 2026 08:00:00 -0400
REITs have evolved into a larger, more diversified, and better-capitalized asset class, now less sensitive to Treasury yields than in prior cycles. Modern REITs feature lower leverage (34.4% debt), predominantly fixed-rate, long-maturity debt, and strong liquidity, supporting resilience amid higher rates. Supply constraints and rising replacement costs create durable moats for select REIT sectors, especially those with HALO (Heavy Assets, Low Obsolescence) characteristics.
These 3 Stocks Are Drawing Insider Buyers for Very Different Reasons
MarketBeat · Fri, 18 Sep 2026 10:55:26 -0400
Insiders are buying some of the best-known stocks in transportation, retail, and real estate. These buys come amid different backdrops for each firm and stock.
America Is Aging Faster Than Its Housing Supply Can Keep Up. 3 REITs Are Positioned for the Gap
24/7 Wall Street · Wed, 16 Sep 2026 11:00:02 -0400
Two million Americans turn 80 in 2026, and the senior housing industry is nowhere near ready for what comes next. Three REITs are quietly capitalizing on a supply gap that took decades to build.
The Baby Boomer Aging Wave Has Arrived. These 4 REITs Could Benefit for a Decade
24/7 Wall Street · Wed, 16 Sep 2026 09:47:03 -0400
Two million Americans will turn 80 this year alone, and a handful of REITs are already cashing in on a demographic wave that has barely begun.
Market information is provided for research and visualization and is not investment advice.