Why 2022 Could Be a Great Year for Senior Housing
Ventas (NYSE: VTR) and Welltower (NYSE: WELL) are two of the largest healthcare real estate investment trusts (REITs) around, both with material exposure to senior housing. They each provided business updates recently, just weeks apart from each other. The differences between the two could be seen as cause for concern or, more likely, a sign that good things are ahead.
When Ventas provided its update in mid-December 2021, the big story was about recovery. Not only did the REIT reaffirm its funds from operations (FFO) guidance, but it also said it was on track to achieve continued occupancy gains. The latter is one of two major issues investors need to monitor today, as improving occupancy is the primary indicator of recovery in the senior housing space.
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Source Fool.com
