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Dec 31, 2023

Welltower Q4 2023 Earnings Report

Announced fourth quarter 2023 results, demonstrating strong growth in normalized FFO and same store NOI, driven by Seniors Housing Operating portfolio performance.

Key Takeaways

Welltower reported a strong fourth quarter in 2023, with net income attributable to common stockholders of $0.15 per diluted share and normalized FFO of $0.96 per diluted share, a 15.7% increase year-over-year. The company's total portfolio same store NOI grew by 12.5%, driven by a 23.7% increase in the Seniors Housing Operating portfolio. Welltower completed $3.0 billion in pro rata gross investments during the quarter and maintained a robust liquidity profile.

Reported net income attributable to common stockholders of $0.15 per diluted share.

Reported quarterly normalized funds from operations (FFO) attributable to common stockholders of $0.96 per diluted share, a 15.7% increase over the prior year.

Reported total portfolio year-over-year same store NOI (SSNOI) growth of 12.5%, driven by SSNOI growth in the Seniors Housing Operating (SHO) portfolio of 23.7%.

Completed $3.0 billion of pro rata gross investments, including $2.8 billion in acquisitions and loan funding and $277 million in development funding.

Total Revenue
$1.75B
Previous year: $1.52B
+15.2%
EPS
$0.96
Previous year: $0.83
+15.7%
Normalized FFO
$530M
Previous year: $404M
+31.0%
Gross Profit
-$530M
Previous year: $580M
-191.4%
Cash and Equivalents
$2.08B
Previous year: $632M
+228.7%
Total Assets
$44B
Previous year: $37.9B
+16.1%

Welltower

Welltower

Welltower Revenue by Segment

Forward Guidance

Welltower is introducing its 2024 earnings guidance and expects to report net income attributable to common stockholders in a range of $1.21 to $1.37 per diluted share and normalized FFO attributable to common stockholders in a range of $3.94 to $4.10 per diluted share.

Positive Outlook

  • Expect average blended SSNOI growth of 8.25% to 11.50%.
  • Seniors Housing Operating approximately 15% to 21%
  • Seniors Housing Triple-net approximately 2.5% to 4.0%
  • Outpatient Medical approximately 2% to 3%
  • Long-Term/Post-Acute Care approximately 2% to 3%

Challenges Ahead

  • Our earnings guidance includes only those acquisitions announced or closed to date.
  • No transitions or restructures beyond those announced to date are included.
  • We anticipate general and administrative expenses to be approximately $195 million to $205 million and stock-based compensation expense to be approximately $37 million.
  • We anticipate funding an additional $819 million of development in 2024 relating to projects underway on December 31, 2023.
  • Our 2024 earnings guidance does not include the recognition of any pandemic relief funds which may be received during the year.

Revenue & Expenses

Visualization of income flow from segment revenue to net income