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10-QPeriod: Q2 FY2010

WELLTOWER INC. Quarterly Report for Q2 Ended Jun 30, 2010

Filed August 6, 2010For Securities:WELL

Summary

Health Care REIT, Inc. (WELL) reported its financial results for the quarterly period ending June 30, 2010. The company, an equity real estate investment trust specializing in senior housing and health care real estate, demonstrated growth in its portfolio and revenues compared to the previous year. Rental income increased, driven by new property acquisitions and development completions. The company also successfully accessed capital markets by issuing new debt and repurchasing existing notes, enhancing its liquidity and financial flexibility. Despite a challenging economic environment, WELL maintained a strong operational performance, with robust Net Operating Income (NOI) and positive cash flows from operations. The company's strategic focus on specialized health care real estate and its diversified portfolio across various property types and geographic locations position it well to benefit from demographic trends and increasing demand for healthcare services. Management highlighted the company's commitment to protecting stockholder capital and enhancing stockholder value through consistent dividend payments and portfolio growth.

Financial Statements
Beta
Revenue$153.75M
SG&A Expenses$11.88M
Operating Expenses$111.15M
Interest Expense$35.48M
Net Income$51.13M
EPS (Basic)$0.37
EPS (Diluted)$0.37
Shares Outstanding (Basic)123.81M
Shares Outstanding (Diluted)124.32M

Key Highlights

  • 1Total assets grew to $7.08 billion as of June 30, 2010, from $6.37 billion at December 31, 2009, indicating portfolio expansion.
  • 2Rental income for the six months ended June 30, 2010, increased to $293.9 million, up from $255.1 million in the prior year period, reflecting growth in the real estate portfolio.
  • 3The company issued significant amounts of new debt in the first half of 2010, including $494.4 million in convertible senior unsecured notes and $450 million in senior unsecured notes, while also repurchasing existing notes.
  • 4Net income attributable to common stockholders decreased to $45.6 million for the three months ended June 30, 2010, compared to $59.2 million in the prior year period, and to $71.5 million for the six months ended June 30, 2010, compared to $120.4 million in the prior year period.
  • 5Funds From Operations (FFO) for the six months ended June 30, 2010, was $155.3 million, a decrease from $174.5 million in the same period of 2009.
  • 6The company made significant investments in real property acquisitions and construction, with $389.9 million invested in the six months ended June 30, 2010.
  • 7Health Care REIT announced a significant partnership on August 4, 2010, to form an $817 million partnership with Merrill Gardens, LLC, to acquire a 38-building senior housing portfolio.

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