Sep. 4 at 5:12 PM
Welltower Deep Dive: Inside the
$170 Billion Bet on the Silver Economy
I went into this expecting a pretty simple senior housing REIT and came away thinking the business is way more interesting than I expected.
Demographics, limited new supply, Welltower 3.0, data science, capital allocation, Q2 results, risks and my 2030 valuation are all covered.
$WELL
https://ashtoninvests.substack.com/p/welltower-deep-dive-inside-the-170?r=4hxpzl&utm_medium=ios