Welltower substantially dissolved its existing relationship with Chartwell in Canada, acquiring Chartwell's interest in 23 properties and selling its interest in 16 properties to Chartwell. This strategic move reshapes Welltower's portfolio in the Canadian market.

The company acquired 48 skilled nursing facilities for $990.908 million, including cash and common stock consideration. These properties are leased to Aspire Healthcare under a long-term triple-net master lease, contributing to the expansion of Welltower's healthcare real estate portfolio.

Welltower announced an agreement to acquire a portfolio of 38 seniors housing communities and nine development parcels for C$4.6 billion. This acquisition is expected to close in late 2025 or early 2026, further solidifying Welltower's position in the seniors housing market.

Welltower disposed of Seniors Housing Operating and Triple-net properties, generating $471.695 million in proceeds. These dispositions reflect management's active portfolio management to optimize asset allocation and capital deployment.

The company extinguished $119.833 million of secured debt and assumed $316.869 million of secured debt. These actions demonstrate management's ongoing efforts to optimize the capital structure and manage debt obligations.

The company is focused on its three operating segments: Seniors Housing Operating, Triple-net and Outpatient Medical. The company is evaluating performance based on consolidated NOI of each segment.

The company has credit concentration with its top 5 relationships comprising 27% of total NOI for the year ended December 31, 2024. This concentration poses a risk if any of these relationships face financial difficulties.

The company is exposed to interest rate risk. A 1% increase in interest rates would result in increased annual interest expense of $14,221,000.00. The company is managing the risk by matching the terms of new investments with new long-term fixed rate borrowings to the extent possible.

The company is exposed to foreign currency exchange rate risk. If these exchange rates were to increase or decrease by 10%, our annualized net income from these investments would increase or decrease, as applicable, by less than $16,000,000.

The company's seniors housing operating occupancy has increased from 82.5% to 85.1%. This reflects a strong competitive position in the market.

The company is focused on healthcare real estate, including seniors housing, skilled nursing and outpatient medical. This focus reflects a strong competitive position in the market.

The company is using RIDEA structures. This reflects a strong competitive position in the market.

The company's NOI has increased from $762,828 to $960,697. This reflects a strong operational efficiency.

The company's SSNOI has increased from $576,049 to $650,832. This reflects a strong operational efficiency.

The company has property operating expenses of $1,462,390. This reflects a strong operational efficiency.

The company's 10-Q filing does not provide specific information on innovation and technology.

The company has issued equity. This reflects a strong capital allocation.

The company has extinguished debt. This reflects a strong capital allocation.

The company has assumed debt. This reflects a strong capital allocation.

The company's 10-Q filing does not provide specific information on ESG initiatives.

The company is exposed to interest rate risk. This reflects a strong market environment.

The company is exposed to foreign currency exchange rate risk. This reflects a strong market environment.