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WELL - Granularity Behind Projected Needs For More Senior Housing Supply
Welltower Inc.
I recently read a report from the National Investment Center for Seniors Housing and Care ("NIC") entitled "Looking into the Future: How Much Seniors Housing Will Be Needed?" The report intends on projecting through 2040 how many senior housing units will be needed to meet the needs of the growing baby boomer cohort. The import and accuracy of such an undertaking has tremendous implications for senior housing REITs such as Welltower (WELL) and Ventas (VTR). My intent today is to discuss the conclusions made by the authors of the