BMO Capital swapped the firm’s top healthcare real estate investment trust pick to Welltower (WELL) from Ventas (VTR) while maintaining both at Outperform. After a strong 2024, BMO remains positive on healthcare heading into 2025 citing accelerating needs based demand, limited supply and a robust acquisition environment. The firm’s sub-sector pecking order is unchanged with senior housing number one, followed by skilled nursing and labs. The analyst sees Ventas as more likely to be conservative with its initial 2025 funds from operations guidance with senior housing growth limited by Canada’s strength.
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Read More on WELL:
- Welltower price target lowered to $140 from $143 at Wells Fargo
- Welltower price target raised to $141 from $136 at Mizuho
- Welltower price target raised to $142 from $133 at Scotiabank
- Welltower Inc. Reports Strong Q3 2024 Earnings
- Welltower raises FY24 normalized FFO view to $4.27-$4.33 from $4.13-$4.21
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
