Better Senior Housing REIT: Sabra Health Care or Welltower?

Impact · against what's priced in

Welltower and Sabra Health Care are benefiting from a structural supply-demand imbalance in senior housing driven by aging demographics and limited new construction. Welltower shows stronger operational momentum with a 49.1% revenue jump and 22.5% NFFO growth, while Sabra demonstrates steady recovery with a 14.4% NOI surge in its managed portfolio.

WELL+0.50

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In context

Welltower is seeing significant operational scaling, evidenced by a 49.1% year-over-year revenue increase and a 22.5% rise in NFFO per share, supported by occupancy growth of 370 basis points.

Read from the article alone

• earnings
• real estate
• SBRA
• WELL
• demographics
• healthcare real estate
• occupancy rates
• reits
• senior housing

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