Early Access

10-QPeriod: Q2 FY2017

WELLTOWER INC. Quarterly Report for Q2 Ended Jun 30, 2017

Filed July 28, 2017For Securities:WELL

Summary

Welltower Inc. reported its second quarter 2017 financial results, showing a mixed performance. While net income attributable to common stockholders saw a significant increase year-over-year, driven by substantial gains on real estate dispositions, other key performance indicators like Funds From Operations (FFO) per share experienced a decline. The company's balance sheet reflects a reduction in total assets and liabilities compared to the end of 2016, with notable decreases in borrowings under its credit facility and secured debt. The company continued its strategy of selective property dispositions and acquisitions, aligning its portfolio with growth markets. Financially, the company demonstrated solid revenue generation from its core segments, particularly Seniors Housing Operating and Outpatient Medical. However, interest expenses and general administrative costs remained significant. Welltower's focus on managing its capital structure and maintaining compliance with debt covenants remains a priority, as evidenced by efforts to refinance and manage its debt obligations. Investors should monitor the company's ability to grow FFO and NOI in its core segments, manage its significant debt load, and capitalize on strategic real estate opportunities.

Financial Statements
Beta
Revenue$1.06B
SG&A Expenses$32.63M
Operating Expenses$901.79M
Interest Expense$116.23M
Net Income$203.44M
EPS (Basic)$0.51
EPS (Diluted)$0.51
Shares Outstanding (Basic)366.52M
Shares Outstanding (Diluted)368.15M

Key Highlights

  • 1Net income attributable to common stockholders increased significantly to $188.4 million for Q2 2017, up from $195.5 million in Q2 2016, largely driven by substantial gains on real estate dispositions ($42.1 million in Q2 2017 vs. $1.5 million in Q2 2016).
  • 2Funds From Operations (FFO) per share (diluted) decreased to $1.04 in Q2 2017 from $1.16 in Q2 2016, indicating operational profitability challenges despite higher net income.
  • 3Consolidated Net Operating Income (NOI) decreased by 10% to $556.7 million for the three months ended June 30, 2017, compared to $617.8 million in the prior year period, reflecting property dispositions.
  • 4The company executed a significant number of property dispositions totaling $1.17 billion in proceeds for the six months ended June 30, 2017, compared to $130.3 million in the prior year period.
  • 5Total assets decreased to $27.98 billion as of June 30, 2017, from $28.87 billion as of December 31, 2016. Total liabilities also decreased to $12.27 billion from $13.19 billion.
  • 6The company redeemed all 11.5 million shares of its 6.5% Series J Cumulative Redeemable Preferred Stock during the period, reflecting active capital management.
  • 7Welltower continues to manage its debt obligations, with total borrowings under its primary unsecured credit facility decreasing significantly to $385 million as of June 30, 2017, from $645 million at the end of 2016.

Frequently Asked Questions